Connect Procore
Navigate to the ▦ App Menu, where you will be able to see all of the Apps that are available for your account.
Once here, select Procore. This will take you to the Procore App Sync center. Here you will see an array of options, click Connect to open the Procore login page.
From here, login to an admin-level Procore account to finish connecting.
Select Invoices You Want to Sync
Start by going into the Accounts Payable tab, and navigate to the invoice[s] you want to send. If you need to send more than one invoice you can bulk send by clicking the ☑️ Checkbox at the top to select all.
| You can then click on the 🔽 Options dropdown in the top-right, where you can see the number of invoices selected to send. Select arrow ⏩ Send to App to push these documents into the staging area of your connected apps. |
Sync With Procore
Thereafter, you will want to move to the top of the page to the navigation bar and open the ▦ App Menu - the icon with six squares. Now select the option for Procore. Here you can monitor the different statuses for the invoices.
Here you will have three tabs to monitor your synced invoices. The options are: Ready to Export, Failed to be Sent to App, and Synced with App.
💡 If an invoice fails to sync, find it in the Failed to be Sent to App tab and hover over the Failed status. This will show you exactly what went wrong.
Export to Procore
In the Ready to Export tab, navigate to the invoice you want to export. If you need to send more than one invoice you can bulk send by clicking the ☑️ Checkbox at the top to select all.
Finally, click 🔼 Export to sync your data with Procore.