Application integration combines and enhances data flows between two separate software applications. It is often used to create a bridge between apps, enabling a wide range of independently designed applications to work together. The “My Company’s Integrations” page displays all the applications that can be used for integrating data. To access the Integrations, click the “My Company” tab at the top right side then click the Integrations on the menu.
Procore is one of the applications that can be used for integration. If your company is using Procore application and you already have a Procore account, you can connect your ContractComplete account to your Procore account. By connecting these two applications you will have the option to import your Procore bid packages into ContractComplete for tendering. You can also export bid results to Procore.
You can disconnect these two applications whenever you are willing to do so.
Connecting ContractComplete to Procore #
For connecting your ContractComplete account to your Procore account just click the “Connect” button on the Integrations page, then click the “Ok” button on the ‘Authorize with Procore’ window.
You will be redirected to the Procore login page to authorize ContractComplete to access your Procore data. After logging in to your Procore account, the two applications will be connected, and you will be able to share data. You can disconnect these two applications whenever you are willing to do so by clicking the “Disconnect” button.
Share data from ContractComplete to Procore #
After connecting ContractComplete to Procore, if you are willing to share your data with Procore within ContractComplete, you just need to look for buttons with the Procore logo.
- Export bid results to Procore: Currently ContractComplete supports exporting bid results to Procore for Consultants (Primary and Additional stakeholders). The mentioned button will be available after a tender’s deadline is passed, in Post Tender stage on the Overview page at the top left side.
- Click “Export to Procore” button
- On the ‘Select Procore Project’ window, select your company name
- Select a Project
- Click the “Accept” button, the bid results will be exported to your Procore account, displayed in the selected Project in documents.