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Procore

Export Conversations Data (Beta)

 In Beta
The Conversations tool is currently in beta. For more information, see Getting Started with Procore Conversations and How do I opt in to the beta for Procore Conversations?

Objective

To export Conversations data for all direct messages, group conversations, and item conversations across all projects. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission to the Company level Admin tool.
    • You must configure your computer's web browser to allow pop-ups from Procore. 

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click Conversations.
  3. Click the Data Export tab.
  4. Click Request Export.
    The exported data will be compiled into a zip file, which will be delivered to the email linked to your Procore user account. 
    conversations-data-export.png