Connecting to Procore
How does FieldChat integrate with Procore?
FieldChat integrates with Procore in a number of useful ways:
More details on each of these topics are below.
Importing Users from Procore
If you login to FieldChat using your Procore 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 "Procore" option in the hamburger menu at top left. You will then be prompted to pick a Procore project and the users will be imported.
Setting up a Procore Service Account
In order to set-up a permanent integration with Procore that is not tied to a specific user, you should create a Procore Service Account. Doing this is required for photo uploads and notifications.
You need to be an account administrator in FieldChat and an administrator in Procore in order to be able to do this. In the Procore admin area, create a new service account and note the Client ID and Client Secret. You’ll need to enter those into FieldChat.
Permission for Project Directory Access
Find the newly created Procore service account in your Procore user directory and edit it so that it has read permission on the Directory tab. This will allow FieldChat to be able to import all of your Procore users.
Additional Permission for Photo Uploads (Optional)
If you wish to enable photo uploads from FieldChat to Procore, you should also grant standard permission to Photos.
Additional Permission for Notifications (Optional)
If you wish to enable notifications in FieldChat from Procore, you should grant the following additional permissions:
Permission to Procore Projects
Next, add all of the projects that you want FieldChat to be able to access.
Linking the Service Account to FieldChat
Now you can login to FieldChat and select the Procore" option from the top-left menu. Click on the "Set up service account" button and enter the Client ID and Client Secret. You will then be prompted to pick a Procore project to link to the current FieldChat project. The Procore project that you specify will be used for importing users and uploading photos.
Sign on with Procore username & password
Once your users are imported, they can login to the FieldChat web app and mobile apps using their existing Procore credentials. Users can only access the channels that you have explicitly granted them access to in FieldChat.
Uploading Pictures to Procore
You can configure FieldChat channels to automatically upload to Procore albums. You need to set-up a Procore service account using the instructions above in order to enable this feature, with at least standard level permission access to Procore photos. You will also need to ensure that the FieldChat projects you want to upload pictures from are each linked to a unique Procore project in the Procore configurations screen. After the service account is enabled, you will see a new "Upload images to Procore" option appear when you edit a channel.
The pictures sent as text messages or uploaded as images using the app in FieldChat will be uploaded to folders prefixed with "FieldChat" in Procore, as shown in the example below.
Subscribing to Procore Notifications
You can configure FieldChat channels to receive alerts from Procore. You need to set-up a Procore service account using the instructions above in order to enable this feature.
Next, in FieldChat, edit the channel that you want to receive Procore notifications. You will see a checkbox to enable notifications, and an optional filter list of specific resource names that you want to be notified about. If you leave this field empty, the channel will notify you about all changes to all resources that are sent by the Procore webhook.
Once the channel is configured, your channel will begin to receive notifications like the example below:
Some notifications in FieldChat will provide a convenient link back to the Procore resource, including Observation Items, Punch Items, RFIs, Submittals, Change Events, Timecard Entries, and Logs.
Running FieldChat inside Procore Web App
Users of the Procore web app can also enjoy running FieldChat right inside Procore. Simply find the FieldChat (Embedded Experience) app on the Procore marketplace and install it. When you access FieldChat for the first time, you can signup with your Procore credentials and link your FieldChat project to Procore. You can find more information on installing embedded apps on Procore here.
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.