Adding a Procore Integration to your Worx Safety Account

This article walks through how to set up the Procore integration in your Worx Safety account. Using this integration should save a lot of doubling up on data entry, and also ensure the same data is present in both accounts, removing the risk of outdated information.

Requirements: A Procore Account

1. The Procore connection feature enabled in your Worx Safety account (contact us if this is not visible).
   

Connecting to Procore:

In Your Procore Account, you will need to install the "Worx Safety Connector" Application (APP Key 6ddb3c6b-d434-4bda-9950-fd8fe4cd539f)

Login to your Procore Account and select apps (top right corner of the dashboard) and the choose "App Management"

From the App Management screen click the Install App button then click on "Install Custom App"

From there enter the Worx Safety Connector App key and click install, then after reviewing the permissions click install again.

Key : 6ddb3c6b-d434-4bda-9950-fd8fe4cd539f

2. In your Worx Safety Account:

i. Select Integrations -> Procore

ii. Fill out the Procore Company ID and click Connect

Once the connection is made, you can access the controls via 'Manage Company' from the Integrations -> Procore menu.

At this point you should use the ‘Projects’ tab to configure the links between your Procore Projects and Worx Safety sites. See ‘Connecting Jobs’ below:

Management Options:

Once connected, you will have access to the API management dashboard:

The Menu at the top shows the synchronisation setting currently available. Be sure to click the "Update Settings" button after any changes as some data will need to be communicated with Procore so that Worx Safety is forwarded the appropriate event data where applicable.

- Projects / (Worx Sites):
The Projects menu is where you can import existing Project data to populate Sites in Worx Safety.

You can filter your site list from Procore by searching the list.

Clicking to 'Create' the job in Worx will import the Job data and link it to your Procore Job.

If you already have jobs in Worx and you'd like to connect them to existing Procore Jobs the use the "Link to Existing" button. 

Connecting Projects To Sites

i. Select the Projects tab

There are two options for connecting sites.

 A. Select existing Worx Sites to link with Procore Projects:

Use this option if you have any Sites set up in your Worx Safety account.

 An entry will be listed for each Procore Job based on your search parameters.

1.  Press the "Link to Existing" button.
   
2. A menu with all Worx Safety sites will appear.
   
3. Select the corresponding site to connect your Procore Job to.
4. You do not have to link all of your Procore jobs to a Worx Site.
   

B. Create new Sites for unlinked Procore Projects:

1. Use this option if:
   
1. You do not have any sites set up in Worx Safety, but do have Projects setup in Procore 
2. You do have sites set up in Worx Safety, but none of them match the Procore projects you have yet to link.
   

You can combine both A and B: Connect any existing Worx Sites together with option A, then use B to handle the rest.

Automatic Synchronisation:

Once a Site is connected, the following documents will be sent to your corresponding Procore Job.

1. SWMS Documents relevant to any linked Jobs
   
2. Form Submissions relevant to any linked Jobs
   

You can toggle these settings on or off using the options sections

Automatic Site Creation:

To connect Worx to listen for Project creation in Procore select the option "I want Projects from Procore to populate in Worx Automatically" then click "Update Settings".

This allows Worx to subscribe to events generated from Procore and listen to when projects are created and updated. Those changes will then be reflected in Worx Safety.

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