Procore Service Account Setup
Setup Procore Service Account
In Procore, you can create "Service Accounts" which will provide credentials for 3rd party systems to connect to your system. You will likely need Admin credentials in Procore to set this up.
To create a Service Account for the Workforce Planning integration, follow the below 6 steps.
1 - Navigate to Settings
Under your initials in the top right corner, click the "Account & Admin Settings".
2 - Service Accounts
Select "Service Accounts" from the right hand menu.
3 - Create & Name Service Account
Next you will begin setting up the service account. First, click the "New" button in the top right corner. You will then be presented with a form to provide a name for this Service Account. Title your Service Account "laborchart-integration" or something similar that will remind you which integration this service account belongs to. Finally, click "Create" to save this new Service Account.
4 - Save Service Account Credentials
The Service account credentials will only be shown to you one time so make sure you don't click away before you copy the information. These credentials also need to be treated as sensitive (think of it like a password). You will need to provide your Client ID, Client Secret and Procore Company ID to your Workforce Planning Integration specialist. Our team will provide you a tool like OneTimeSecret so you can send us this information in a safe & encrypted way.
5 - Change Service Account's Permissions
Now that you have a Service Account, you need to configure the permission level and settings. This is done by selecting "Directory" from the "Company Tools" selector at the top of Procore. Once you are in the Directory, select "edit" next to the Service Account you just created. Once inside the settings for the Service Account, scroll down until you see the permission matrix and click the "Standard" column header. Finally, under the "Project Settings" section right below the permission matrix, check the box that allows the integration access to all new projects and then click "Save" in the bottom right corner of the page.
6 - Make All Existing Projects Available To Service Account
The last step in getting your integration configured is to make all your existing jobs available to the new Service Account that the Workforce Planning integration will be leveraging. This is done on the same Service Account settings page that you were just setting the permission level on.
Simply scroll back down to the "Project Settings" section and then click the "Add All" button. This will kick off a progress indicator as projects are made available to the Service Account. Once this progress indicator reaches 100%, all existing and future projects in your Procore account are configured to allow syncing with the Workforce Planning integration.
If you are having issues with any of the steps on this page, always feel free to contact [email protected] for assistance with the process.