Procore Integration

Use the following steps to push Cintoo annotations to Procore:

• Notes and Issues created in Cintoo can be pushed to Procore as Observations.
• Private Notes created in Cintoo will not be pushed to Procore. They are meant for private collaboration inside Cintoo only.

1. Verify that the Observations tool is enabled in the selected Procore project.

• Go to the Procore account. Select a project from top left menu and click on Project Tools to select a tool.
  
  
• Click on Admin under Core Tools.
  
  
• In Admin, select Active Tools under Project Settings, from the right panel:
  
  
• Select Observations in the list and click Update at the bottom of the page:
  
  

2.  Link Cintoo Cloud project to Procore project

• In the Report Tab, select Integrations.
  
  
• In Integrations under Procore, select Link project...
  
• If not logged into Procore from Cintoo Cloud already in the same session, log in to Procore account using Procore login/password and authorize Cintoo Cloud to access companies and projects:

• Clicking on Link Project... again will then prompt the following window, select the company and project in Procore:

• Once the project has been selected, it appears at the top left of Report Tab, and notes and issues are associated to a greyed Procore logo:

3. Push Cintoo Cloud Notes or Issues to Procore

• It's possible to either push your own notes or issues, or those of team members as well.
• Pushing notes and issues on behalf of one or more other Cintoo Cloud members is only possible if those team members have already logged in to Procore from Cintoo Cloud and have authorized Cintoo Cloud to access their hubs and projects.
• Then it's possible to push notes and issues one by one or all at once.
• Pushing one by one is done by clicking on the greyed Procore icon associated with each issue. The icon will then start blinking until it becomes stable and in color:
  
  
• Pushing all notes and issues at once is done by clicking on Integrations > Procore > Push Annotations to project name:
  
  

4. Accessing Cintoo Notes and Issues in Procore

• Pushed notes or issues are accessible in the Observations tab of Procore account.
• From Cintoo Cloud, it's also possible to click on the Procore icon next to the note or issue to open this note or issue in Procore.
• All the information included in the notes (title, owner, comments & attachments) and issues (title, owner, severity, due date, comments & attachments, assignee) are mapped to notes and issues in Procore.
• For issues, in order for the assignees to be mapped to Procore Observations, they must have logged in to Procore as well as they must have authorized Cintoo Cloud to access their companies and projects, in the same session.
• If not, the assignees will not be mapped to your Procore Observations, but all other attributes will be.
• It's also possible to link back Observation from Procore to the same note or issue in Cintoo Cloud by clicking on the hyperlink contained in the Description field of Procore Observation. Notes and issues in the context in which it was created in Cintoo Cloud would be visualized.

5. Editing or deleting project links

• In the Cintoo Report Tab, it's possible to edit or delete project links:
  
  
• Editing a link will change the destination hub and project in the Procore account for new Notes or Issues to be pushed. Notes and Issues that have been pushed already will remain linked to the previous hub and project in Procore.
• Deleting a link will delete the links to all Notes and Issues already pushed. They will then get a grey Procore icon, and they will need to be pushed again to a new project in Procore.