Configure Procore company integration with KTrack

The objective of this article is to walk you through the process of integrating Procore with KTrack.

Things to Consider:

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool.

Steps

  1. Navigate to the Concierge Page and select Integrate with Procore.
  2. After reviewing the summarized steps select continue.
  3. Login to Procore to create a Service Account to be used with the integration.
    1. Use the following steps to add a new Service Account.

      1. Log in to Procore and navigate to the Company Admin tool.
      2. Under 'Administrative Settings', click Service Accounts.
      3. On the Service Accounts page, click +New.
      4. Enter a Name for your new Service Account and click Create. The client_id and client_secret for the Service Account are generated and are available for you to use in your KTrack company integration.
      5. Configure Service Account permissions. Because the Service Account has default (read-only) permissions at the company level when it it is first created, you must set proper permissions for the Service Account prior to using it to access the Procore API.
  1. Capture the Client Key and Secret from the Procore Service Account and paste those values into their respective field in KTrack.
  2. Assign the Service Account the required permissions within Procore based on your desired integration settings.
    1. Configure Service Account Permissions
      1. Log in to Procore and navigate to the company's Directory tool.
      2. In the company Directory, locate the Service Account you want to configure permissions for and click Edit.
      3. On the contact information page for the selected Service Account, scroll down to the permissions matrix.
      4. Configure Service Account access levels by selecting  Admin for each tool in the permissions matrix.
      5. Click Save to update your Service Account with the new permissions settings.
  3. Verify your Client Key and Secret from KTrack
  4. Select the configurations settings you desire from the "Additional Configuration Settings" section.
  5. Verify once again your Service Account's permissions.
  6. Select Complete Integration to initiate the creation of the required webhooks and to perform an initial sync of the data related to your configuration selections.
  7. Once you have successfully completed the Company Integration you can review the integrations details on the pages to follow.
  8. Now that you have completed the company configuration you may integrate your first Procore Project with KTrack.

Useful Links:

Configure Procore Company Integration

How to integrate a Procore Project with KTrack