Overview

This article describes how to integrate Procore with Atlas. 


TABLE OF CONTENTS



Steps to Set Up Procore Environment Sandbox 


Login to the Procore developer environment. Click on MY APPS in the top menu, and then click on CREATE A NEW APP (Eg: ProcoreTestApp). A new window will open.


 

Enter an App Name and click on the CREATE button. A new screen will appear.

 

 

Scroll down to the Manage Manifests section and click on Create New Version.

 

 

A new screen will open to create a new App Manifest.

 

Copy the manifest from this link and paste it into the App Manifest section, then click Create. A new manifest version has been created as shown below.

 

 

 

Enter this link https://atlas.ftcsolar.com/AtlasWeb/AuthCodePage.aspx into Redirect URL and click on the Update button.  


Ensure to note down the following values as they will ne needed while configuring Atlas:

Client ID

Client Secret

Sandbox URL (for the production environment it will be different)

Company ID  - in the Sandbox URL Company ID will be available. (for example: https://sandbox.procore.com/33777/company/home - in this URL 33777 is the Company ID)

 

 

Steps to Set Up Procore Production Environment 

 

To change from the sandbox environment to the Procore production environment, click the Promote button in the Manage Manifests section, as shown below. A window with your production credentials (production client ID and client secret) will appear, please note them down for future use. 

 

 

After closing the dialog, the Production OAuth Credentials will open

 

Enter this https://atlas.ftcsolar.com/AtlasWeb/AuthCodePage.aspx into Redirect URI and click on the Update button.


 

Steps to Configure Procore in Atlas 

 

Open Atlas, go to Settings > Configure > Procore. The Configure Procore screen will then open. Fill out the required information Company ID, Client ID and Secret Key (previously noted down from Procore environment) and click the Generate Auth Code button.




A new screen will open asking for Procore authentication.


 

After successful authentication, a new window will show up. Click on Allow to generate the authorization code, then close the window and click on the Generate Token button in Atlas.

 

 


Click on the Generate Auth Code button, which will generate the Access & Refresh token. Click on the Validate & Save button which will validate the Procore authentication and will save it for future use.

 

 

 


 

Procore Operations in an Atlas Project

 

Open a project in Atlas and go to Project Info > Overview > Project. The Procore Operations section provides push to Procore and pull from Procore functionalities.

 

 


Push to Procore

  • To add an Atlas project to Procore, click the Create Project button
  • To update a Procore project with Atlas data mapped to it, click on the Sync Data button

 

Here is a list of fields which are mapped from Atlas project into Procore. The same mapping will be used to sync project data up & down.

 

ATLAS Field

Procore Field

Combination of Address1 & Address2

address

Project.City

city

Country.CountryCode

country_code

Project.CreatedDate

estimated_start_date

FinalClosing Date

estimated_completion_date

COGS Amount

total_value

Project.ProjectName

name

Project.ProjectNumber

project_number

Project.ProjectNotes

public_notes

Project.StateCode

state_code

TimeZone

time_zone

Project.ZipCode

zip

 

Pull from Procore

  • Sync Documents > Pull documents from the Procore environment into an open Atlas project. The Atlas project tab will display a list of synced up documents.
  • Update Data > Pull project related data from Procore and to update Atlas project data


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