Connecting to Procore
How does FieldChat integrate with Procore?
You can import your Procore project directory 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 directory, your users can login to FieldChat using their existing Procore username/password, and you can easily add people onto channels. You can also run FieldChat right inside the Procore web app. 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.
Setting up a Procore Service Account
If you want to set-up a permanent integration with Procore that is not tied to a specific user, you can create a Procore Service Account. 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.
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.
Running FieldChat inside Procore Web App
Users of the Procore web app can also enjoy running FieldChat right inside Procore. This is a new beta feature offered by Procore. Contact us at email@example.com and we will help you get this feature enabled for your account!
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.