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Procore

Scheduling Integrations

Objective

To set up integrations to run at set times.

Background

While integrations can be run directly from the Portal, they are most commonly set to run on a schedule.

Things to Consider

  • You will need permissions in the Dimension Portal to edit the Integration Schedule.

Steps

  1. Log into http://dimension.calance.us using your Procore credentials.
  2. Navigate to Other -> View Schedule.
  3. Choose "Create".

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  1. Give the new schedule a Name.
  2. Choose the integration to run ( or more than  one if you want more than one run together).
  3. Choose "One Time", "Daily", "Weekly" or "Weekday of Month".
    • One time - run just once at the specified time (not often used).
    • Daily - run every day at a specified time.
    • Weekly - run on the specified weekdays at the specified time.
    • Weekday of Month - run on the specified week of the month, for certain months, at a certain time.

A schedule can have any combination of these timings, as shown in the screen below:

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  1. When you are done, press "Apply Changes" to activate the changes.

Next Steps

  • The integrations will run on their appointed schedule. If you are set up to receive integration emails, you will be notified when the integrations run.
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