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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.

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 to get this feature enabled for your account!

Setting up a Procore Service Account

To import users from Procore, you first need to create a Procore Service Account. 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.

You then need to find this 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. Next, add all of the projects that you want FieldChat to be able to access. 


Now you can login to FieldChat and select the "Import from Procore" option. You will be prompted to enter the Client ID and Client Secret. You will then be prompted to pick a Procore 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.

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Sign on with Procore username & password

Once your users are imported, then 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.

 

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.