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Integrations · Procore
Procore, talking to your CRM and your books
Procore runs the project. We connect it to where the work was sold and where it's billed, so project data doesn't live on an island.
A Procore integration connects project records in Procore with the CRM where work is sold and the accounting system where it's billed (Sage or QuickBooks), so projects, budgets and changes stay consistent and reporting uses one source of truth.
What stays in sync
Projects from won work
New projects are created in Procore from won opportunities, with customer and job details filled in.
Budgets and changes
Budget and change information is kept aligned with accounting so margins are visible early.
Field to office
Progress from the field is available to sales and finance without chasing.
Portfolio reporting
Project health across the portfolio in Power BI.
How a project runs
- Assessment. We map your systems, editions and where data is re-keyed today.
- Fixed quote. A written scope and price before build work starts.
- Build and test. Official APIs, tested against your real workflows.
- Go live and support. Training for your team and support after launch.
Often connected with
Frequently asked questions
Do you build on Procore's official API?
Yes — integrations use official APIs and approved access only. Which objects can sync depends on your Procore plan and permissions, confirmed in the assessment.
Do we have to replace any of our systems?
No. The point is to keep the tools your team already knows and connect them, so a job, customer or invoice is entered once and appears everywhere it's needed.
How does a project start?
With a short call and an assessment of your current setup: which systems you run, which editions, where data is re-keyed today, and what the APIs allow. You get a fixed quote before any build work starts.