Working with the SmartBid - Procore Integration
Inside every SmartBid project, you will find the ability to Push your project information into your Procore system using the following steps.
- Click "Push to Procore Management Software".
- Turn on the integration and enter your Procore credentials. NOTE: You must have an active Procore account.
- Once you turned it on you can choose to "Create a new Project in Procore". This action will bring a New pop in with the project information that can be Pushed into Procore.
- Information detail such as Project Title and project location as well as Description.
- Folders and files, which will remain to have the same folder structure once in Procore.
- Companies and contacts details can be chosen according to their actual project status.