Procore Companies Integration
The Companies Integration allows you to:
- Import (pull) Companies and Contacts from Procore into PreconSuite.
- Create (push) Companies and Contacts from PreconSuite into Procore.
- Map Companies and Contacts that were already created in both systems.
- Company Name
- Contact Name
- Email address
- Phone Number
- Cell Number
Integration Instructions:
(Note: If you have not connected PreconSuite with Procore via the
PreconSuite App in the Procore Marketplace, follow the steps in our Setup article).
- Click Companies in the left menu.
NOTE: If you haven't mapped your Business Unit(s), you will be prompted to Select a Business unit to map first. (Refer to our Procore Integration Setup article if you need more information). - The
next screen will show your Companies. Click "Import Companies" if you
would like pull Companies from Procore and import them into PreconSuite.
Use the pull-down to find and click on one or more, or search by Company Name and select.
-
Another option is to push Companies from PreconSuite into Procore using the "Create" button.
- The
third option is to map Companies that are already created in both
systems. Click on the Procore Company Name pull-down to find the Company,
then click the "Map" button to the right.
- If you already have several Companies in both systems that you would like to map, click the "Predict Mappings" button.
- To filter your Companies by Only Mapped or Only Unmapped, click the Filter button in the upper right.
- If your company has more than one Business Unit, you can switch Business Units at the top of the screen.
- If you have any questions, contact support@preconsuite.com or call 949-222-0400