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Our Procore integration offers an automated solution to manual customer log entries using real usage data from trackers, saving time and improving accuracy in project budgeting, customer billing, and equipment allocation within a cost accounting ERP system.
Follow the steps below to set up your Procore integration.
Procore Setup
NOTE: Beginning on Procore, download the Linxup app from the Procore Marketplace.
On Linxup
- Select ‘Setup’ from the top toolbar and ‘Integrations’ from the left menu.
- Select ‘CONNECT’ to open the Procore log in window.
- After you log in to Procore, you will be requested to authorize Linxup. Select ‘Allow’ to authorize Linxup.
- If you have more than one account tied to Procore, the following page will display so you can select the correct Procore company from the dropdown you would like to connect. Press ‘Continue' to save your selection.
- You will see a Success page notifying you that the Integration has been completed
On Procore
- Create your projects in Procore by navigating to ‘Account’ > ‘App Management’ > ‘Linxup.’
- Grant permissions to those projects in the Linxup app within Procore by selecting the projects in the Permissions tab.
NOTE: After downloading the app, Linxup will create a bot user in the Procore Company Directory that can be applied to all or new projects in settings to potentially eliminate this second step.
- Find and resize the geofence shape in Linxup after it comes through from Procore (rather than creating a separate geofence).
- View usage hours coming through as daily log entries automatically in Procore for this project.
- Navigate to ‘Project Tools’ and then ‘Daily Log.’
- Note the Equipment Line under the Daily Log.
- This is where information from the Linxup portal will update.
You can see trips in the Linxup customer portal under the ‘Reports’ tab. This trip information is expected to push to Procore at the completion of each trip.
For further assistance or questions, please contact Support.
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