In this article, we will walk you through how to connect Clearstory with Procore, how to push CORs to Change Events, and how to attach files from Procore to Clearstory CORs.
Getting Started:
- How to enable the integration and authenticate your Procore account
- How to map your Procore project to a project in Clearstory
- How to push a COR from the Clearstory COR log into a Procore Change Event
- Editing a COR and updating Procore Change Event
- Filtering COR Log by Procore Change Events
- Clearstory Change Notification push to Procore
- How to use Agave to attach files directly from Procore
How to Enable the Integration and Authenticate your Procore Account
You will need to be logged in as an Account Owner or Admin role to make these changes.
1. On the left navigation pane, select Settings
2. Select Offices, then select the office you would like to integrate with Procore
3. Towards the top of the pages, select Office Integrations
4. Enable the Procore Integration
5. Select the Procore Account you would like to connect to your Clearstory Office
How to Map your Procore Project to your Clearstory Project
1. Select the Clearstory Project you would like to connect to your Procore Project
2. Under Advanced Settings, select Procore
3. Select Edit. This will bring a pop up asking you to login with your Procore credentials.
4. Select your project from the drop down and Save
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How to Push a COR from Clearstory to Procore
1. Select one or multiple CORs you would like to push to a Procore Change Event, then select +PROCORE
2. Select the Procore Change Event or Create a New Change Event, select Next
3. Chose if you'd like the line items broken down or a lump sum. Select your Budget Codes and Contract
When changes are made to the COR in Clearstory, an alert on the COR Log will appear, letting you know you should push the update to the Change Event in Procore
To update the Procore Change Event, Follow previous steps 1 - 3. This will show the previous and new totals.
Filtering COR Log by Procore Change Events
When filtering the COR Log, you have the ability to filter by Procore Change Event statuses in the Change Event drop down.
Pushing Change Notifications to Procore as a Customer
As a customer you can push the COR your contractor submitted in response to your Change Notification.
1. Select the eye to view the change notification response
2. Select the COR then +PROCORE
3. Select the Procore Change Event or create a new Change Event
4. Determine your Cost Breakdown:
- Lump Sum = Cost displayed as a lump sum total
- Sub-Total = Cost broken down by each rate type
- Line-Item = Cost broken down by each line item
5. Select your Budget Code and Contract, then Push to Procore
How to use Agave to attach files directly from Procore
You can attach your Procore documents to your COR using our Agave integration. Keep reading to find out how:
1. Under Upload File click the dropdown box
2. Then click Procore
3. Click Continue
4. Click the "install our app from the marketplace" link.
5. Click the Install button at the top (if the API is already installed, it will read as "Installed")
6. After installing, click "Installed and Log in with Procore"
7. Select your company from the dropdown and click Confirm
If you are a Project Manager or Field User, you may need to reach out to your company admin to install the Agave API app:
8. Select your file!
*You are only able to attach Drawings, Specifications, and Documents*
9. The file is now attached and you can continue completing the COR as normal.
If you no longer wish to use Agave, please contact support for assistance.