How do I manage the integrations?
The integrations are driven from our Dimension Integration Portal. If you have been given the proper rights, you can log into this platform using your Procore credentials. From there you can manually run integrations, test integrations, set up integration schedules, and make configuration changes.
How can I learn how to use the integrations?
Every integration is explained in a "how-to" tutorial video. In addition, from the Dimension Portal you can access the integration specifications document, which covers the detailed mappings between the systems.
How can I run an integration without actually sending data between systems?
Every integration can be run in a special "Debug" mode. In this mode, the integration will run and perform all of its normal validation and mapping logic, but instead of actually writing data, it will simply report about what data it would send. This is commonly called "Debug Mode", and can be very helpful for testing integrations.
How frequently do the integrations run?
The integration schedule is very flexible. While some of our integrations run in real-time (e.g. once you approve a requisition, it will automatically be integrated), you can set up specific integrations to run on almost any schedule, including hourly, daily, weekly, and more. Most commonly, integrations are set to run at night.
How do I know what the integrations have done?
When integrations run, emails are sent out. These emails summarize what the integration did, reports on any issues, and lists out anything that was created or updated in MRI or Procore. These emails contain direct links to Procore and MRI, which allow you to quickly see the specific data that was reported on. In addition, you can log into the Dimension Portal website using your Procore credentials. There you can view every integration that was run, and search integration logs.
Why is my MRI Vendor not in Procore?
Your Vendor will only go into Procore if it has the “Procore” attribute set in MRI. If there are conflicts with your Vendor, such as possible duplicates, the integration may issue warnings for your vendor. Search for your vendor in the Portal Review page and see if there are any issues with it. Common causes are:
- MRI Vendor has multiple possible matches in Procore. This can happen when the integration is attempting to add or link a MRI Vendor, but there is more than one Procore Vendor with the same or very similar names.
- MRI Country and Region are not valid. The Country code must be an ISO 3166-1 two or three character code. If a region is set, this region must be valid for that country.
- Procore Vendor needs to be updated, but is Inactive in Procore. The integration can only update data on Active vendors.
Why is my Procore Project not being linked with MRI?
Common causes for a project not being linked with MRI include:
- Make sure the project has a Project Number in Procore and that number matches a MRI Job Code.
How do I stop a project from being integrated?
The nightly integrations will process data for all active projects that are integrated between Procore and MRI. If you no longer wish the integrations to process a project, simply set it as Inactive in Procore.
Why does the integration complain about my cost code?
Only Phases and Cost Codes defined in the Job Cost Interface Map are integrated with Procore. If you use a Procore cost code which does not appear on the Interface Map, you will get messages about missing cost codes. It is up to the end user to correct the data in Procore.
Why does the integration not send across my commitment?
A commitment will not even be considered for integration unless:
- Commitment is in an integrated Project
- Commitment is Approved
Below are cases where a commitment will be rejected, and a Warning issued by the integration:
- Commitment is not written to an integrated Vendor
- Commitment is using invalid cost codes
- Commitment has no lines
What if I have a customized integration?
Due to different business needs, some clients will not use the standard integrations described on these pages. If you know that you are one such client, you will have your own documentation about how your integrations vary from the standard integrations described here. That documentation is available from your Dimension Portal pages.