Procore Integration - Transition to CxAlloy Issues Sync

Transitioning to the new Procore Integration requires installing a new app from the Procore Marketplace and then resetting and re-enabling the Procore Integration.

In this article we'll walk through the process step-by-step. The steps are:

In Procore:

  1. Install the CxAlloy Issues Sync app.
  2. Add Procore project under "Permitted Projects".
  3. Get the Procore Company ID.

In CxAlloy:

  1. Reset the integration.
  2. Connect to Procore.
  3. Configure and enable the integration.

In Procore

Install the CxAlloy Issues Sync App

The Procore Integration depends on the installation of the CxAlloy Issues Sync app from the Procore Marketplace. This is a new app, separate from the previous "CxAlloy TQ Sync" app. The app must be installed into the Procore Company that contains the Procore project you want to integrate with.

NOTE Installing the app may require Company "admin" privileges depending on the company's configuration.

Procore will guide you through the installation process. During installation you can review the app's requested permissions and add permitted projects.

Add Procore Project Under "Permitted Projects"

Once the app is installed, make sure that the Procore project you want to sync with is included in the list of "Permitted Projects" under the app's Permissions tab. You may have already done this during installation. If not you can add permitted projects at any time.

  1. Navigate to Apps -> App Management
  2. Click "View" next to "CxAlloy Issues Sync"
  3. Click the "Permissions" tab
  4. Verify the desired project is in the list of "Permitted Projects" and add it if it is not.

Get the Procore Company ID

The easiest way to get this is from the URL. The company ID is the number that comes before the /company/ part of the URL on any Procore Company page. Write it down; you will need it later.

In CxAlloy

Once you have completed the previous steps in Procore you are ready to turn on the integration from CxAlloy.

Reset the Integration

You will first need to clear out the previous integration setup. We have created a dedicated button to do this.

  1. Navigate to the desired CxAlloy project
  2. Navigate to Project -> Project Settings
  3. Click the "Procore Integration" tab
  4. Click "Reset Integration"

Connect to Procore

Click "Connect to Procore". If you have completed the previous steps the Procore app is already installed. Provide the Procore Company ID you wrote down earlier and click "Next". CxAlloy will verify that the provided company ID is valid and that the app is installed for that company ID.

Configure and Enable the Integration

Now all you have to do is go through the configuration steps and click "Enable". Details on these steps can be found in our support article covering all aspects of the Procore Integration: Procore Integration

Frequently Asked Questions

What happens to my existing CxAlloy issues and Procore observations after the transition?

The connection between issues and observations will remain intact. A reconciliation process will run and resolve any differences between each CxAlloy issue and its corresponding Procore observation. For example, if the syncing has not been working for a few days, an issue's status may have been updated that is not yet reflected on the observation. The reconciliation process will resolve this, with the current state of the CxAlloy issue used as the "winner" of any discrepancies.

Still need help? Contact Us Contact Us