[Procore]
Login to Procore as a company admin account
Open Company Tools – Admin
Select Service Accounts
Select +New
Select Custom, and enter “HammerTech Sync” for the name
After you create the service account, it will take you to a confirmation page. STOP here, you will need to enter this information into HammerTech
[HammerTech]
Go to Administration - Integrations - Procore
Enter the ClientId, Client Secret, and CompanyId from Procore, then select Save Changes.
[Procore]
The final step is to grant permission for the HammerTech integration to access the procore integration.
Grant ht-data-sync User Permissions in Procore
Company Permissions Template Setup
Go to Company Tools->Permissions
Select Company Permissions Template, Create a new Company Permission Template
Name the Permission Template “HammerTech Sync Company Permissions”
Select Standard for each “Tool”, then select Save
Project Permissions Template Setup
Select Project Permissions Templates Tab
"Create Project Permissions Template"
Select "Applicable to all projects"
Grant “Standard User” access to the Directory
Grant "Admin User" access to daily log
Save the Project Permissions Template as “HammerTech Sync Project Permissions”
Assign Permission Templates to hammertech-sync
Open the “User Permissions” tab.
Select the hammertech-sync user, expand actions and select “Assign Company Permissions Template”.
From the list select “Assign” next to the newly created “HammerTech Sync Company Permissionss”
Select “Confirm” to finalise the change.
Select the hammertech-sync, expand actions and select “Assign Default Project Permissions Template”.
From the list select “Assign” next to the newly created “HammerTech Sync Project Permissions”
Select “Confirm” to finalise the change.
Assign hammertech-sync User to Projects in Procore
Open Company->Directory
Select Users Tab
Select “Edit” next to the hammertech-sync account you created earlier.
To add the connector to all future projects
Select “Add hammertech-sync to all new projects in …”
Then Save
To add the connector to all existing projects
Scroll down Select “Add All” under Projects Does Not Belong To.
After that finishes select “Add to all new projects”
Then Save
To add the connector to specific existing projects
Scroll down “Add” for each project you wish to use the connector with.
Then Save
[Next Steps]
At this stage, let your customer success manager know, and they will help to confirm the integration is setup successfully.
