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How to configure Procore 2.5.11.4

Procore Settings: Procore is a construction project management software which allows larger
teams of construction companies, project managers, contractors, and so on, to collaborate on projects and share access to documents, planning systems and data. It is designed to support input from many sources including forwarded e-mails and PDFs. The customer is charged for this service on a per project basis instead of a per user basis. 

All file types which iCON supports can be downloaded or uploaded.
Procore license needs to be active on the controller. 

1. Select Clouds from the Home screen.
When using iCON build the Clouds settings are
available from within the Status Bar 2, see also:
Status bar GNSS
Status bar TPS


2. Tap Procore Settings.
Following screen is displayed: 


3. To connect to the Procore service, tap Start. The Procore authorisation screen is opened in the default web browser.


4. Log in to Procore with your credentials. If necessary, create an account. You can choose to save your credentials using cookies in the default web browser on your device.


 5. Once the connection has been established, the iCON software issues a message, that authentication has been successful. Confirm the message with OK.


☞ Once authenticated, you can repeatedly access your documents online without having to start connection to the cloud service each time.
In the background, the iCON software receives an authentication token which is given to the Procore server to get a refresh token. The refresh token is saved in the Projects folder in iCON.


☞ The Start button changes to Logout.
Tap the Logout button if you intend to disconnect from the cloud service.


6. While a connection to Procore is established, Procore is available as a data source for import and export.
• For instructions on how to import data, refer to Importing data to the project step-by-step.
• For instructions on how to export data, refer to Exporting data step-by-step.


Specifically for importing Procore data:
• As data source for import, select Procore. The iCON software detects the companies on your account.
• Select a company and a project at the same time from the list. The folders within the selected project become available.
• Select the file to import.


 ☞ Specifically for exporting Procore data:
• For Destination, select Procore.
• Select a folder on the Procore server where the data is exported to.
• Select a project from the list.
• Select the format.
• Tap .
• Define a file name.
• Tap