Is a Vertical account necessary to use this integration?
Yes, and it’s easy to get set up with a Vertical account. Please reach out to the Vertical sales team to get set up today.
How do I set up the integration between my Procore and Vertical accounts?
- Log into your Vertical account and click on your account name (>) in the top right corner.
- Select “Link my Procore Account to Vertical”
- You will be taken to the Procore sign in page.
- Sign into Procore.
- Once signed in, make sure to select “Allow”.
And that’s it! You can start importing projects into Vertical and generating all your compliance documentation immediately.
How long does it take data to sync between Procore and Vertical?
Once you have connected your Vertical account to your Procore account and select the project you are bringing from Procore into Vertical the information is brought over immediately. Check your notifications for a real time status.
What if I need to update a pay application data that’s already been approved?
The expectation is that only finalized, approved data is imported into Vertical.
Will I need to manually send information from Vertical back to Procore?
No, Procore remains the source of truth and the data flows downstream only.
How easy is the integration to use?
We just need to connect your Vertical account, select your project to import, and then you’re good to go!
What if I need support?
Feel free to email or call the Vertical support team with any questions.