Login to your Procore account and confirm you have selected the correct company.
Click Install.
You will be redirected to the Company Admin Tool Settings page for Bidding in Procore.
Click Login to COMPASS.
This turns on data sharing from COMPASS to Procore for your account.
Sync COMPASS Data for Companies in Your Directory
Navigate to the Company level Directory tool.
Click the Companies tab.
Next to the company, click Edit.
Locate the 'Entity Type' and select EIN.
Enter the EIN number next to the 'Entity Type'.
COMPASS information will sync instantly and be available in the Bidding tool.
Note
If you don't have the EIN number, you can follow these same steps, but update the Company Name and Address to match exactly what is in COMPASS. However, this method takes at least three days to sync and process addresses.
