Our Procore integration will save you time and reduce mistakes by automating data entry. This help article will address the following topics.
What information can be imported from Procore
What information can be exported from Workyard to Procore
How to integrate Workyard with Procore
Frequently Asked Questions / Troubleshooting
What information can be imported from Procore?
We can bring the following information over to Workyard from Procore currently:
Information | Workyard | Procore |
Projects | Projects | Projects |
Cost Codes | Cost Codes | Standard Cost Codes |
What information can be exported from Workyard?
We cannot send Workyard information to Procore currently.
How to integrate Workyard with Procore
First install Workyard as a "Custom App" within Procore using the following procedure:
Click on the "Apps" menu at the top
Select the "App Management" menu item
Click the "Install App" button's down arrow part
Select the "Install Custom App" dropdown menu item
Enter "039a4b8d-bad9-4bc9-8ab0-151184b78137" in the "App Version ID" textbox
Click the "Install" button
Now that the "Custom App" is instsalled in your Procore, use the following procedure to connect it in Workyard:
Go to the Integrations page in Workyard
Find "Procore" in the "Available Systems" section
Click the "Contact Us" button
Enter the "Procore Company ID" when requested and submit
Verify that "Procore" appears in the "Connected Systems" section
