How to Connect your GoCanvas Account to Procore

Contents:

• Install GoCanvas App from the Procore Marketplace
• Integrate an Individual Form
• Integrate at a Company Level
• Use Procore with Reference Data

The Procore and GoCanvas direct connection is available now! Please contact your Account Executive, Account Manager, or Customer Success Manager for more information. 

The GoCanvas Procore Direct Connector is an automatic bidirectional data flow that maximizes the best of GoCanvas and Procore. With this connection, users will be able to:

• Push GoCanvas PDFs into new or existing folders within Procore Documents,
• Pull Procore data to populate in GoCanvas autofill fields.

Install the GoCanvas App into Procore from the Marketplace

Note: the steps below are optional for if you want to install from the Procore Marketplace. Otherwise you can skip to the steps below to integrate from within your GoCanvas account.

1. Navigate to the Procore Marketplace.

2. Click Log In. Enter your Procore credentials and click Log In again. If you are a Company Admin in more than one company, you will be prompted to select the company you want to install the app in. 

3. Navigate to the GoCanvas app and click the tile to install. 

4. Click Install App.

5. Click Install to confirm your selection.

How to Integrate an Individual Form with Procore Documents

A standard integration is a connection between your form and your account on the other site made easy with GoCanvas Integration Options. When you integrate an individual form, a PDF of every submission of that form will be sent to your Procore account to be stored there. To integrate an individual form, follow the steps below:

1. From your Forms page, select the hyperlink or the gear icon associated with the form you wish to integrate with your Procore account. 

2. Under Form Settings, find Integration Options and click the Settings button.

3. Click Activate under the Procore icon.

4. A dialog box will come up for you to authorize the integration with Procore. Choose Authorize.

5. Login to Procore with your credentials to authorize GoCanvas to use your account.

Note: If you have already authorized access to Procore, it will direct you to the next step. Otherwise, you will be notified that your authorization with Procore was successful.

6. In the next dialogue box, you will need to select:

a. A Procore Company that submission PDFs will be uploaded to. 

b. A Procore Project that submission PDFs will be uploaded to.

OR

a. A Company based on value from Submission* to dynamically place your PDFs in a different Company based on the value entered in one of the fields inside your GoCanvas form.

b. A Project based on value from Submission* to dynamically place your PDFs in a different Project based on the value entered in one of the fields inside your GoCanvas form.

c. Then identify a Folder for the PDFs to be stored inside Procore. 

The default path will be /GoCanvas/your-form-name/ but simply placing a ‘/’ will store your files at the root or top level inside Procore and not in a folder. This means it will be stored in a folder named after your form which is in a folder named GoCanvas. You can change the path to whatever you would like. 

You also have an option of creating folders based on a value in the submission. If you leave Folder based on value from Submission (optional) blank the PDFs will all be stored in the folder chosen above. If you choose a field then the PDFs will each be put in a folder titled by the value of that field in the submission.

For example, if you choose a date field, and have five submissions with the value of that date field being 6/13/22, all five of those submissions will go into a folder called 6/13/22 inside of the folder you specified above.

7. Once you've set these, hit Save. GoCanvas is now integrated with your Procore account.

How to Integrate with Procore Documents at a Company Level

When you integrate your GoCanvas account at a company level, a PDF of every GoCanvas submission from every user will be sent to your Procore account to be stored there. To integrate at a company level, follow the steps below:

Note: you can only integrate with one service at a company level.

1. Go to the Account drop down in the left navigation. If Departments is enabled, remember to choose All from the Department drop down in order to access your Account Settings.

2. Select the Account Settings.

3. Under Form Settings, find Integration Options and click the Settings button.

4. Click Activate under the Procore icon.

5. A dialog box will come up for you to authorize the integration with Procore. Choose Authorize.

6. Login to Procore with your credentials to authorize GoCanvas to use your account.

Note: If you have already authorized access to Procore, it will direct you to the next step. Otherwise, you will be notified that your authorization with Procore was successful.

7. Here you will need to choose a Procore Company, Procore Project, and a Folder for the PDFs to be stored in.

The default path will be a folder called /GoCanvas/ but simply placing a ‘/’ will store your files at the root or top level inside Procore and not in a folder. You can change the path to whatever you would like. 

You also have an option of creating folders based on a value in the submission. If you leave this blank the PDFs will all be stored in the folder chosen above. If you choose a field then the PDFs will each be put in a folder titled by the value of that field in the submission.

For example, if you choose a date field, and have five submissions with the value of that date field being 6/13/22, all five of those submissions will go into a folder called 6/13/22 inside of the folder you specified above.

8. Once you've set these, hit Save. GoCanvas is now integrated with your Procore account.

How to use Procore with Reference Data 

By connecting with Procore, you can use your Directory information as Reference Data in GoCanvas. Reference Data allows you to auto-fill fields in your forms, which reduces the need to type information on a mobile device and saves your mobile workers time. This also ensures that your users are provided the most up to date business information. 

In order to use your Procore data source as reference data in GoCanvas, you will need to authenticate your Procore Account with GoCanvas. Your authorized credentials will be kept confidential. GoCanvas will not have access to your Procore password. We will only know that you have provided us authorization to have read only access to your Procore files and data.

1. Navigate to the Reference Data & Images page. Reference Data from Procore can only be added from this page. To add reference data, click Add Reference Data.

2. Import your information from Procore by selecting Import data from Procore and Next.

Note: If you have already authorized access to Procore, it will direct you to the next step. Otherwise, choose Authorize on the dialogue box and then you will be notified that your authorization with Procore was successful.

3. Select a data source: Companies and Projects or Directory, and then click Import. If you need to change the account that the reference data is drawing from, select Change Account in the upper right corner of the page.

4. The data source you selected will be the file name for your reference data.

5. Entering a Description is an optional step that we recommend for keeping your files organized in GoCanvas which appears on the Reference Data & Images page.

6. If you selected Directory as your data source in step 3, then select the Procore Project OR leave blank to use the Company level Directory.

7. After saving, you will see all uploaded files on the Reference Data & Images page. Icons denote whether the file is from Procore or a CSV file will be visible at the start of each file row.

8. If there are any changes to the Procore data source, simply click the file name on the Reference Data page, then click Re-Upload Data to automatically update the file in GoCanvas.

Note: If authentication with Procore has expired, you may need to reauthorize and reselect the needed file.