Skip to main content
Procore

Tutorials

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.

  1. Click "Push to Procore Management Software".

Smartbidss1.png

  1. Turn on the integration and enter your Procore credentials. NOTE: You must have an active Procore account.

Smartbidss2.png

  1. 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.

smartbidss3.png

  • Was this article helpful?