TrustLayer enables the ability to add integration providers. When an integration provider is added parties, projects, and compliance information can be exchanged between the systems. This article will walk you through the process of configuring Procore for integration with TrustLayer.
This article contains the following:
Installing TrustLayer into Procore
TrustLayer can be linked within Procore by utilizing the Procore App Marketplace. To properly install TrustLayer follow these steps:
1 Login to Procore.
2 Navigate to the Apps > Select an App dropdown in the top right, then select Marketplace.
3 Once in the Procore App Marketplace, type TrustLayer into the search bar and select it from the search results that populate.
4 In the top right of the TrustLayer application page, click the Install App button.
5 The Install App pop up window will populate indicating that you are about to install TrustLayer with the following permissions to your Procore instance. Click the Install button at the bottom right of the window.
6 In the Add Permitted Projects window, use the Select Projects dropdown to choose which Projects the TrustLayer app will be allowed access to. Once you've selected all relevant Projects, click the Add button at the bottom right of the window. This step can be skipped, if you'd prefer to do it at a later time, by clicking the Skip button located at the bottom right.
NOTE: Selecting Projects during this step simply allows them to be visible within TrustLayer, you will still need to complete a linking process within TrustLayer's Project Mapping page in order for data to flow between the two systems.
7 Once complete, you should see the TrustLayer app appear as an Installed App in your Procore App Management section.
8 Next, you'll need to navigate to the Procore Directory via the Company Tools dropdown located towards the top left.
9 Once you're in the Company Directory, enter TrustLayer into the search bar. This should locate the user email@example.com that was created via the installation.
10 Click the Edit button located to the left of the TrustLayer user name.
11 Once in the Edit window, scroll down till you reach the Project Settings section. Under the New Project Settings, click the check box next to Add Trustlayer to all new Projects.
NOTE: This step simply ensures that all new projects created in Procore flow into TrustLayer as available options to be synced via the integration. All final syncing must be completed in TrustLayer.
12 If you skipped adding Projects in Step 6, you can use the Projects TrustLayer Does Not Belong To section to individually or bulk add Projects for TrustLayer to have access to.
To add Projects individually simply click Add button located to the right of each listed Project.
To bulk add all Projects at once, click the Add All button located to the right of this section.
13 Lastly, click the Save button located at the bottom of the window.
Installing Procore into TrustLayer
1 Login to your TrustLayer organization.
2 Click Settings using the left sidebar menu.
3 Navigate to Integration Providers.
4 Select + New Integration Provider located towards the top right.
5 Select Procore from the dropdown options.
6 Enter your Procore Company ID in the Company ID textbox that appears.
NOTE: Your Procore Company ID can be found in the URL when logged into your Procore instance.
7 In the Client ID and Client Secret text boxes simply enter N/A, as these fields are no longer needed to complete the integration.
8 Next, select a Default Party Type from the dropdown. This will make it so that all Parties created from the Procore sync will be assigned as this chosen Party Type. (For more information on Party Types, see our How to Create a Party Type article)
9 You'll also need to select a Default Compliance Profile from the dropdown. This will make it so that all Parties created from the Procore sync will be assigned this chosen Compliance Profile. (For more information on Compliance Profiles, see our How to Create a Compliance Profile article)
10 Next, use the Contacts Synchronization Mode dropdown to select how you would like your contacts synced from Procore. You'll have 4 options to choose from:
- Sync all contacts and set primary - This option will sync all the assigned contacts for the company in Procore to the respective Party in TrustLayer and set the assigned primary contact in Procore as the primary contact for that TrustLayer Party.
- Sync all contacts, do not set primary - This option will sync all the assigned contacts assigned for the company in Procore to the respective Party in TrustLayer but will not set the Procore primary contact as the primary contact for that TrustLayer Party.
- Only sync primary contact - This option will only sync the assigned primary contact for the company in Procore as a primary contact for the Party in TrustLayer but no other contacts will pull over.
- Do not sync contacts - This option will not sync any contacts over from Procore.
11 Lastly, hit the blue Save button located at the bottom right.
Mapping Parties - Linking TrustLayer Parties to Procore Companies
The integration enables you to keep TrustLayer Parties in sync with Procore Companies. You can manage Party Mapping from Settings > Integrations > Parties Mapping
What Party data is synced?
- Procore Company created as a new party or linked to existing
- Procore Company address >> TrustLayer Party Address
- TrustLayer Party Compliance info sent to Procore Company Insurance
1 Navigate to Settings > Integrations > Parties Mapping
2 Pause and allow the data to flow between the systems
3 When the Parties Mapping view loads, use the dropdown for each available Procore Vendor to select from the following options:
- Match Procore Vendors to an existing TrustLayer Party by selecting the correct names.
- Create as a new Party in TrustLayer from a Procore Vendor.
- Set a Procore Vendor as Do Not Add to TrustLayer.
4 Once you've selected the checkbox next to each of your mappings, click the Confirm Parties button
5 The linking process may take several minutes depending on the size of the Procore Directory.
6 Once linking is complete, the status in Parties Mapping will be updated to reflect linking status.
7 You can also navigate to Parties > All Parties and confirm that you see the Integration Symbol next to any linked Party's name.
Mapping Projects - Linking TrustLayer Projects to Procore Projects
The integration enables you to keep TrustLayer Projects in sync with Procore Companies. You can manage Project Mapping from Settings > Integration > Project Mapping
What Project data is synced?
- Procore Project created as a new project or linked to existing
- Procore Project Company Association >> TrustLayer Party Project Association
1 Navigate to Settings > Integration > Projects Mapping
2 Pause a moment and allow the data to flow between the systems
3 When the Projects Mapping view loads, use the dropdown for each available Procore Project to select from the following options:
- Match Procore Projects to existing TrustLayer Projects by matching the correct names.
- Create a New Project in TrustLayer from a Procore Project.
- Set a Procore Project as Do Not Add to TrustLayer.
4 Once you've selected the checkbox next to each of your mappings, click the Confirm All Projects button
5 The linking process may take several minutes depending on the number of projects in Procore
6 Once linking is complete, the Status in Projects Mapping will be updated to reflect linking status
7 You can also navigate to Projects > All Projects and confirm that you see the Integration Symbol next to any linked Project's name.
Using the Automatically Add Procore Parties and Procore Projects Options
You will find a toggle at the top of both mapping screen that is turned off by default.
When the toggle is enabled in Parties Mapping, any new Procore Company will automatically be added to TrustLayer as a new Party.
When the toggle is enabled in Projects Mapping, any new Procore Project will be automatically added to TrustLayer as a new Project.
Before enabling the "Automatically add new Procore parties" or "Automatically add new Procore projects", it is recommended to have completed all existing Party and Project linkings.
NOTE: If this feature is enabled before linking is complete, duplicate records may be created. If that happens, turn off the automatic add options and simply delete the duplicate records in TrustLayer and create the necessary mappings.
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Articles in this section
- How to Enable/Disable Automations in Bulk
- Next Expiration on Parties List Page
- How to Add a New Procore Integration (Updated)
- How to Import and Export Compliance Profiles
- How to Setup Webhooks
- How to Use the Select All Bulk Option
- How to Bulk Remove Parties from Projects
- How to Remove a Party from a Project
- How to Edit an Existing Email Template
- How to Add AM Best Rating & Financial Strength Indicator to a Compliance Profile