Connecting Part3 & Procore
To sync your Procore data into Part3, users must be authorized in Procore and the General Contractor needs to establish the project connection. Once those pieces are in place, Part3 can seamlessly sync RFIs and Submittals between the two platforms.
In this article, we’ll walk you through the steps to get everything connected and ready to go!
Part3's Procore connection is established through a DMSA.
Attention GC's - here is a link to Part3's marketplace information.
Do you have an existing Procore connected project?
Here is a video for the GC to show how to update that connection. 🎬
What the Prime Consultant needs to do
Step 1: Reach out to the GC to find out who the right person is at their company to establish the connection. This person needs the following Procore permissions:
- Admin on Company Admin
- Admin on the Directory tool
Step 2: Once that person is confirmed, add them to the Part3 project and assign them the "General Contractor" role. Follow the steps in this help doc. Once added, it will look something like this:
The next step is for your General Contractor to make the connection!
What the General Contractor needs to do
Before connecting, make sure the steps below are completed in order — Procore first, then Part3.
Steps In Procore
Step 1: You must have the below Procore permissions in order to establish the connection:
- Admin on Company Admin
- Admin on the Directory tool
Step 2: Install Part3 from Procore's marketplace, and add the project to the permitted projects list.
Check out this video for a step-by-step guide on how to complete this.
Steps In Part3
Step 1: Log in to Part3 and accept your project invite from the Prime Consultant.
Step 2: Authorize your account by clicking your initials in the top right corner and selecting Account Settings. Scroll to the Integrations section and click the blue Authorize button. You'll be redirected to Procore to log in — once done, you'll be sent back to Part3 with your permissions authorized.
Step 3: Head to your project's Settings page and click the Integrations tab. Click Connect, confirm your role and permissions, then select your company and project and click Create Connection.
That's it! Your submittals and RFIs will now sync between Procore and Part3. ✨
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io