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Connecting to PlanGrid

How does FieldChat integrate with PlanGrid?

You can import your PlanGrid project team into FieldChat. This will allow you to set up your project very easily since you won't need to manually create any users in FieldChat. Once you import your project team, your users can login to FieldChat using their existing PlanGrid username/password, and you can easily add people onto channels. More details on each of these topics are below.

Importing Users from PlanGrid

If you login to FieldChat using your PlanGrid credentials and are a FIeldChat account administrator, you can import all the users in a Procore project directory into FieldChat.


To do this, select the "Import from PlanGrid" option in the hamburger menu at top left. You will then be prompted to pick a PlanGrid project and the users will be imported.

Once your users are imported, you can add them to one or more channels in your project where you want them to be able to communicate and collaborate with other team members. Please note that PlanGrid does not allow you to import a user's phone number, so when users are first imported, they are set to app users by default. To make a user a texting user, you will need to edit their user profile in FieldChat, add a phone number, and change their notification setting to "Text notifications".

Sign on with PlanGrid username & password

Once your users are imported, they can login to the FieldChat web app and mobile apps using their existing PlanGrid credentials. Users can only access the channels that you have explicitly granted them access to. You need to add a user to at least one channel in order for them to be able to use FieldChat.

 

Need help?

The best way to get help is to simply send a message to us in the FieldChat Help channel. We monitor your help channel and will get back to you as soon as we can. You can also book a web meeting with us, or reach us by phone or email.