Procore Data Connector

Client Support Article

Integration Summary

Our Procore Data Connector enabled a Procore Project User to access drawings from Procore and transfer them to their E4M - Facility & Overlay application. Drawings can then be connected to an event facility. The most common example is importing floor plans that enable contractors and suppliers to complete the build and fit out for each facility.

Integration Requirements

E4M - Facility & Overlay License Required

Required Procore Tools

Drawings

How to Install

The following steps explain how to install the Procore Data Connector app. You will need to go into both your Procore and E4M - Facility & Overlay accounts to complete the setup.

Login to your Procore Account

Navigate your way through the following steps:

Procore Market Place
Search for "Red Helmet Technology"
Select Install
Confirm Permissions & Install

Connect Company Projects

Login to your E4M - Facility & Overlay Account

Required Privilege Level - the user must hold admin privileges

Go to Admin -> Settings
Select Install on the Procore Integration

Select Install

You will now be redirected to Procore to sign in using your Procore credentials.

Log into your Procore account
Grant the Procore Data Connection App authorisation to be installed

Select your Procore company to link

The installation is now complete.

How to Import Drawings

Navigate your way through the following steps:

Select Settings on the Procore Integration
Select the Procore Company Project
Select the drawings
Click Import Drawings to complete