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Procore Integration Setup

Getting Started:

  1. Before you can connect your Procore account to your PreconSuite account, you'll need to enable our integration in the Procore Marketplace at: https://marketplace.procore.com/apps/preconsuite.



  2. Login to your PreconSuite account and go to Settings, and then "PreconSuite Integrations".





  3. On the next screen, check the "Enabled" box for the Procore Integration.



  4. Select the Procore Integration.



  5.  From the Dashboard, click "Business Units" and map your Business Unit(s).



  6. You'll see all your PreconSuite Business Units on the left side under "PreconSuite Business Unit Name".
    Click the dropdown under "Procore Business Unit Name" to select a Procore Business Unit, and then click "Map".



  7. Map Bidder Groups
    This will sync any Procore Bidder Group with your custom Group in PreconSuite, such as MBE, Union, etc.



  8.   You're all set!
    You can now begin pushing, pulling, or mapping Projects, Companies and Contacts between PreconSuite and Procore, or pulling Drawings from Procore into PreconSuite.  

    If you have any questions, contact support@preconsuite.com or call 949-222-0400

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