TrustLayer enables the ability to add integration providers. When an integration provider is added parties, projects, and compliance information can be exchanged between the systems. This article will walk you through the process of configuring Procore for integration with TrustLayer.

TrustLayer can be linked within Procore by utilizing the Procore App Marketplace. To properly install TrustLayer follow these steps:

1 Login to Procore.

2 Navigate to the Apps > Select an App dropdown in the top right, then select Marketplace.

3 Once in the Procore App Marketplace, type TrustLayer into the search bar and select it from the search results that populate.

4 In the top right of the TrustLayer application page, click the Install App button.

5 The Install App pop up window will populate indicating that you are about to install TrustLayer with the following permissions to your Procore instance. Click the Install button at the bottom right of the window.

6 In the Add Permitted Projects window, use the Select Projects dropdown to choose which Projects the TrustLayer app will be allowed access to. Once you've selected all relevant Projects, click the Add button at the bottom right of the window. This step can be skipped, if you'd prefer to do it at a later time, by clicking the Skip button located at the bottom right.

NOTE: Selecting Projects during this step simply allows them to be visible within TrustLayer, you will still need to complete a linking process within TrustLayer's Project Mapping page in order for data to flow between the two systems.

7 Once complete, you should see the TrustLayer app appear as an Installed App in your Procore App Management section.

8 Next, you'll need to navigate to the Procore Directory via the Company Tools dropdown located towards the top left.

9 Once you're in the Company Directory, enter TrustLayer into the search bar. This should locate the user [email protected] that was created via the installation.

10 Click the Edit button located to the left of the TrustLayer user name.

11 Once in the Edit window, scroll down till you reach the Project Settings section. Under the New Project Settings, click the check box next to Add Trustlayer to all new Projects.

NOTE: This step simply ensures that all new projects created in Procore flow into TrustLayer as available options to be synced via the integration. All final syncing must be completed in TrustLayer.

12 If you skipped adding Projects in Step 6, you can use the Projects TrustLayer Does Not Belong To section to individually or bulk add Projects for TrustLayer to have access to.

To add Projects individually simply click Add button located to the right of each listed Project.

To bulk add all Projects at once, click the Add All button located to the right of this section.

13 Lastly, click the Save button located at the bottom of the window.

1 Login to your TrustLayer organization.

2 Click Settings using the left sidebar menu.

3 Navigate to Integration Providers.

4 Select + New Integration Provider located towards the top right.

5 Select Procore from the dropdown options.

6 Enter your Procore Company ID in the Company ID textbox that appears.

NOTE: Your Procore Company ID can be found in the URL when logged into your Procore instance.

7 In the Client ID and Client Secret text boxes simply enter N/A, as these fields are no longer needed to complete the integration.

8 Next, select a Default Party Type from the dropdown. This will make it so that all Parties created from the Procore sync will be assigned as this chosen Party Type.

9 You'll also need to select a Default Compliance Profile from the dropdown. This will make it so that all Parties created from the Procore sync will be assigned this chosen Compliance Profile.

10 Next, use the Contacts Synchronization Mode dropdown to select how you would like your contacts synced from Procore. You'll have 4 options to choose from:

11 Ignored commitment types

12 Active status synchronization for projects

13 Project description sync mode

14 Active commitment states

15 Lastly, hit the blue Save button located at the bottom right.

Demo:

The integration enables you to keep TrustLayer Parties in sync with Procore Companies. You can manage Party Mapping from Settings > Integrations > Parties Mapping

What Party data is synced?

1 Navigate to Settings > Integrations > Parties Mapping

2 Pause and allow the data to flow between the systems

3 When the Parties Mapping view loads, use the dropdown for each available Procore Vendor to select from the following options:

4 Once you've selected the checkbox next to each of your mappings, click the Confirm Parties button

5 The linking process may take several minutes depending on the size of the Procore Directory.

6 Once linking is complete, the status in Parties Mapping will be updated to reflect the linking status.

7 You can also navigate to Parties > All Parties and confirm that you see the Integration Symbol next to any linked Party's name.

The integration enables you to keep TrustLayer Projects in sync with Procore Companies. You can manage Project Mapping from Settings > Integration > Project Mapping

1 Navigate to Settings > Integration > Projects Mapping

2 Pause a moment and allow the data to flow between the systems

3 When the Projects Mapping view loads, use the dropdown for each available Procore Project to select from the following options:

4 Once you've selected the checkbox next to each of your mappings, click the Confirm All Projects button

5 The linking process may take several minutes depending on the number of projects in Procore

6 Once linking is complete, the Status in Projects Mapping will be updated to reflect the linking status

7 You can also navigate to Projects > All Projects and confirm that you see the Integration Symbol next to any linked Project's name.