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Procore Integration
Procore Integration

Streamline project and risk management processes with our Procore integration

Updated over 5 months ago

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, emphasize enhanced compliance management, streamlined workflows, and real-time visibility.

Focus on Compliance Data Syncing:

  • Automate tracking of Certificates of Insurance, W9, professional & business licenses, and surety bonds.

  • Get real-time third-party (subcontractors, vendors, consultants) insurance compliance status updates.

  • Centralize decision-making based on compliance and risk.

Getting Started

Make sure 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.

Quick Setup

  1. Install the TrustLayer App within Procore.

  2. Configure the Procore integration within your TrustLayer account.

  3. 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

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