Automate the creation of projects and subcontractors in TrustLayer and provide real-time compliance visibility in Procore.
What is Procore?
Procore is a leading construction management platform that optimizes project efficiency by centralizing project information, enhancing collaboration, and streamlining communication among project teams. It's engineered to help construction professionals manage their projects, resources, and financials from a unified interface, facilitating smoother project execution and decision-making.
Integrate with Procore
Leveraging TrustLayer with Procore allows for the direct creation of projects and subcontractors in TrustLayer from Procore, enhancing compliance and risk management. This integration also ensures subcontractor compliance data is accurately reflected in Procore, streamlining workflows and providing project managers with real-time visibility into compliance status, directly within Procore's interface. TrustLayer allows for both vendor and project specific compliance to be tracked and synced to Procore. This synergy enhances project oversight, simplifies compliance management, and supports risk minimization, making it easier for construction professionals to maintain project timelines and budgets.
Benefits of Integration:
The benefits of integrating TrustLayer with Procore
Automating compliance tracking for Certificates of Insurance (COIs), W9s, licenses, and surety bonds.
Real-time updates on subcontractor compliance, reducing delays.
Eliminating double entry between systems, saving time and minimizing errors.
Delivering projects on time and within budget by ensuring compliance upfront.
Reducing financial risk and exposure to claims.
Centralize decision-making based on compliance and risk.
Getting Started
Ensure you have administrative permissions in both TrustLayer and Procore, with access to Procore's Commitments and Directory tools essential for the integration. For any questions or further assistance, our support team is ready to help.
How It Works
TrustLayer syncs with Procore’s Commitments and Directory tools to import project and subcontractor data automatically.
Compliance tracking occurs in TrustLayer, and the compliance status updates are pushed back to Procore in real-time.
Users can check a subcontractor’s compliance status directly in Procore, eliminating the need to switch between platforms.
Quick Setup
Install the TrustLayer App within Procore.
Configure the Procore integration within your TrustLayer account.
Activate the integration to enable automatic data syncing.
Visit the Procore Installation Guide for step-by-step documentation on how to configure this integration.
Procore <> Trustlayer Data Mapping
To ensure a smooth integration process, it’s essential to understand how data flows between Procore and TrustLayer. Below you'll find a guide depicting how project details, company profiles, user associations, and compliance data are mapped to keep both systems aligned and up-to-date.
Supported features
Procore Company created as a new TrustLayer party or linked to existing
Procore Company address synced as TrustLayer Party Address
Procore User(s) associated to Procore Company created as TrustLayer Party Contact(s)
TrustLayer Party Compliance info sent to Procore Company Insurance
TrustLayer Party automatically associated to TrustLayer Project based on Procore Project Commitment status
Integration requirements
TrustLayer Account
TrustLayer Organization Admin Owner Permissions
TrustLayer App installation
Procore Commitments tool
Procore Directory tool with admin permissions(*)
Integration functionality enabled on your organization. Request this functionality via [email protected]
(*) permissions can be fine-tuned if desired to minimize the level of access granted to the integration