Acuite has already built a number of integrations with 3rd party systems which are available to all Acuite customers. These integrations can, in general, be activated by Acuite users without any intervention by Acuite support staff, however each integration may have specific requirements that must be met before being used.
PROCORE:
Requirements:
You must have an active account with Procore.
Additional Notes:
The functionality of the integration is limited by the permissions of the user that is used to connect
We are also limited by which Projects are accessible – this too is restricted by user permissions
For best results, we recommend that the user who enables the integration has Admin permissions within Procore, and has access to all relevant projects
Setup Process:
The integration needs to be enabled in Acuite under System Settings -> Integrations
Once enabled, click ‘Configure’ to open the configuration settings for the integration
Click ‘Connect’.
This will take you to Procore where you may be asked to log in (if you are already logged in, then this step will be skipped)
You will then be asked whether you wish to allow Acuite access to your account (if you have already given permission previously, this step will be skipped)
If you choose to allow Acuite access, you will be returned to Acuite where you can complete the process
You can then choose to configure additional settings on how the integration can work, or save the connection
At this point you have established a connection with Procore and can configure individual projects or integration options
Data pulled into Acuite:
Projects
Contacts
RFIs
Defects
Audits (HSE and Quality)
HSE Incidents and Observations
Project Hours
Data pushed into Procore:
Projects
Contacts
We can populate either the global or project-level directories as appropriate
We also support populating select fields within the Procore Bidding/Tender module, such as default recipient lists for companies