Procore is an easy-to-use construction management tool that helps you deliver high-quality projects safely, on time, and within budget.
By connecting ON!Track with Procore, you save time by avoiding double data entry and get a clear view of all your equipment on the project.
Integration use cases
- Procore users are automatically added as workers in ON!Track.
- Procore projects show up as locations (jobsites) in ON!Track.
- Asset movements in ON!Track are recorded in Procore’s daily project notes.
Pre-requisites to get started with Procore Integration
- User Onboarding Completed
- Set up the Procore marketplace and permissions
- Set up ON!Track Connector
Connect with Procore Connector
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Click “Connect” to start linking your Procore account.
- Choose your company from the dropdown list (these come directly from Procore).
- Click “Connect” again to confirm.
- Once connected, the button will change to “Go to Available Integrations.”
- You’ll now see a list of Procore integrations. Click “Configure New” to start syncing your data.
The following are the data mapping details:
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Location Mapping:
- Your Procore projects automatically become jobsites in ON!Track.
- If a Project Manager is assigned in Procore, they’ll be set as the Location Manager in ON!Track.
- When a project is marked inactive in Procore, it will also show as inactive in ON!Track.
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Employee Mapping:
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Your Procore employee list is used to create employees in ON!Track.
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Each employee is automatically set as a Location Manager in ON!Track.
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Any new or updated users in Procore will sync with ON!Track every day to keep your records current.
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Transfer Notes
- When items are moved to or from a connected jobsite in ON!Track, the details are automatically added to the Daily Log Notes in Procore.
- These notes include information about any tools, materials, or quantity items that were transferred so your team stays in the loop.
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