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Connecting to Procore

How does FieldChat integrate with Procore?

FieldChat integrates with Procore in a number of useful ways:

  1. Project Directory import. 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.
  2. Login with your Procore username and password. 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.
  3. Auto upload photos to Procore. You can automatically upload photos from FieldChat channels to Procore albums, so that every picture sent by anyone is added to your project.
  4. Procore notifications in FieldChat channels. You can get notifications in FieldChat channels about resources that are created (or modified) in Procore, including RFIs, RFI Replies, Observations, Punchlists, and Daily Logs.
  5. Run FieldChat as an embedded app in Procore. You can run FieldChat right inside the Procore web app so that you don't need to switch between different apps.

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.

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. When users are first imported, they are set to texting users by default. If they install the mobile app, they will automatically become app users. Texting users can only be added to channels with phone numbers assigned to them.

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:

  • Admin permission to Admin
  • Admin permission to Punch List
  • Admin permission to Observations
  • Admin permission to RFIs
  • Read only access to all other resources that you wish to receive notifications about.

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.

Watch a step-by-step video on how to set up a Procore service account

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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.

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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.

Configuring channel for uploading photos

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.

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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.

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Once the channel is configured, your channel will begin to receive notifications like the example below:

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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.

 

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.