Skip to main content
Procore

Manage the Bidding and COMPASS Integration

  1. Last updated
  2. Save as PDF
 Limited Release
The COMPASS integration is available to users of the Enhanced Bid Management experience in the United States and Canada.

Objective

To enable and manage the COMPASS integration with Procore.

Background

Procore customers using COMPASS by Bespoke Metrics can seamlessly view COMPASS qualification data and invite companies to qualify directly within the Bidding tool on a Procore project. If your company does not have a COMPASS account, you can still access Procore project data, and the QScore for companies listed in the Procore Construction Network. 

Learn more about the Bidding + Compass Integration.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.
  • Additional Information
    • Your company must have an active subscription to Procore Bid Management.
    • Your projects must also be upgraded to the Enhanced Bid Management experience.
    • To view COMPASS data for companies listed in your Directory, the company's EIN number must be added to the company's details. See below.

Steps

Enable the COMPASS Integration

  1.  Navigate to the COMPASS integration page in the Procore App Marketplace.
  2.  Login to your Procore account and confirm you have selected the correct company.
  3. Click Install.
    • You will be redirected to the Company Admin Tool Settings page for Bidding in Procore.
  4. Click Login to COMPASS to turn on data sharing from COMPASS to Procore for your account.
 Tip
You can now see qualification data when adding bidders to a bid form, either from your Directory or the Procore Construction Network.

Sync COMPASS Data for Companies in Your Directory

  1. Navigate to the Company level Directory tool.
  2. Click the Companies tab.
  3. Next to the company, click Edit.
  4. Locate the 'Entity Type' and select EIN.
  5. Enter the EIN number next to the 'Entity Type'.
    COMPASS information will sync instantly and be available in the Bidding tool.
 Note
If you do not 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.

Disable the COMPASS Integration

  1. Navigate to the Company Admin Tool Settings page for Bidding. 
  2. Click Logout of COMPASS.