Set up the Procore Connector

1 minute
12 months ago

Set up the Procore connector for RFIs and Submittals

Get started with the Newforma Konekt Procore connector by getting the “Newforma Konekt” app installed by an administrator in Procore and configuring its settings in Newforma Konekt (see Newforma for Procore: Getting Started Tutorial).

Connect Newforma Konekt with Procore (Issues)

Procore connector is a project-based feature, this means that the integration is not shown on the Integration page, under the General Menu, similar to previous integrations and add-ins.

To connect to Procore, follow the instructions below or watch our short video.

Navigate to the Project Settings, under the Project Menu, and to the tab Integrations.

Connecting to Procore the first time will link the user to their Procore account credentials. And an option to comment on the issue when creating an RFI. This option will attach a hyperlink to the RFI in Procore for easy reference.

Next step: Transform Newforma Konekt Issues into RFIs