How Does It Work?
Navigate to the Integrations tab, where you will be able to see all of the Apps that we currently integrate with. Once here, select Procore and then click the connect button. Follow the steps of logging in to the App and you are ready to start exporting data.
Select Invoices You Want to Sync
Start by going into the 'Accounts Payable' tab, and navigate to the invoice you want to send. If you need to send more than one invoice you can bulk send by clicking the checkbox at the top to select all. You will then click on the 'Options' drop-down in the top right, where you can see the number of invoices selected to send. Then select 'Send to App'.
Sync With Procore
Move to the top of the page to the navigation bar and open the integrations tab - the icon with six squares. Click the icon then proceed to open the Procore dashboard. Here you can monitor the different statuses for the invoices. You will then click on the 'Options' drop-down in the top right, where you can see the number of invoices selected to send. You can see the invoices that are: 'Ready to Export', 'Failed to Send', and 'Synced with App'.
Export to Procore
In the 'Ready to Export' tab, navigate to the invoice you want to export. If you need to send more than one invoice you can bulk send by clicking the check box at the top to select all. Finally, click 'Export' to sync your data with Procore. Easy as that!
Frequently Asked Questions
What is Procore?
Procore's cloud-based construction management software allows teams of construction companies, property owners, project managers, contractors, and partners to collaborate on construction projects and share access to documents, planning systems, and data, using an Internet-connected device.
How Does the Procore Integration Use My Information?
All information sent between inBuild and Procore is done using the official Procore API, which uses industry-standard SSL encryption. This establishes an encrypted link between the Procore resource server and inBuild. This link ensures that all data passed between the resource server and inBuild remain private. Your data is our priority, and peace of mind is guaranteed.
How Do I Get Started?
Consider requesting a live demo with one of our team members to see if inBuild is the accounts payable solution you have been looking for. We can decide on the right integrations for you and have you set up in no time at all.
Connect your DocuSign account to manage contracts, automate lien waivers, and track signatures.
Sync with Procore to finalize invoice processing and tie in with project management tools.
Sync with QuickBooks Desktop to reconcile your bills & invoices.
Sync with Sage 100 to reconcile your bills & invoices.
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Still have questions? Want to talk it through?
There's a team of experts always ready to chat through any or all of the following:
- Technical requirements
- Customized demos
- Pricing information
- inBuild product capabilities