Setting Up and Managing the Procore Integration in zipBoard

AEC Teams rely on multiple software solutions to manage their construction workflows effectively. To streamline operations and reduce manual effort, zipBoard offers integrations with various tools, starting with Procore. This integration ensures seamless communication and data consistency across platforms, eliminating the need for manual document transfers.

Who Can Use The zipBoard + Procore Integration?

Both Organization Admins and Project Managers can leverage this integration to:

Ensure information is consistently synchronized across their software stack.
Eliminate manual data transfer between zipBoard and Procore.
Manage and streamline project workflows efficiently.

Advantages of Procore's Integration with zipBoard

Simplifies the process of connecting Procore with zipBoard.
Reduces manual effort in transferring project documents and data.

How to Set Up the Procore + zipBoard Integration

Step 1: Access the Integrations Portal

Log in to zipBoard.
Navigate to Profile > Manage Integrations.
Locate the Procore Integration and click Authenticate.

Step 2: Authenticate Procore

Clicking “Authenticate” will open a new tab for authentication.
Enter your Procore credentials and authorize zipBoard.
Once authentication is successful, the tab will close automatically.

Step 3: Configure Project Sync Settings

Select a single zipBoard project to sync.
Choose multiple Procore projects from which documents will sync.
Click ‘Sync Documents’ -> ‘Explore Project’

Step 4: Managing the Integration

Before first sync is completed: Button shows “Sync Documents”.
After first sync is completed: Button updates to “Manage Integration”.
The ‘Available Integrations’ modal in zipBoard projects will only show active integrations.

The authentication process should open in a new tab and close automatically upon successful login.

Integration Features and Enhancements

The zipBoard Integrations Portal is being enhanced to support Procore and future integrations. This update includes:

Streamlined Setup Process – A more intuitive way to enable and configure integrations.
Flexible Integration Management – Allowing users to customize and control integration settings.
Project-Level Synchronization – Enabling selective sync for relevant projects.
User-Friendly Interface Updates – Improving accessibility and usability of integration tools.

For Version 1, the sync will be one-way, meaning only new Procore documents will sync automatically with zipBoard. Existing documents will not be synced initially but will be supported in future updates.

Troubleshooting & FAQs

What happens if authentication fails?

Ensure your Procore account has the necessary permissions. Try re-authenticating from the Integrations Portal.

Can I sync multiple zipBoard projects at once?

For the first sync, only one zipBoard project can be selected per integration. However, you can sync multiple Procore projects to this single zipBoard project.

Will old Procore documents be imported?

No, the first version of this integration supports one-way sync for new documents only. Support for existing documents will be added in future updates.

How do I disable the Procore integration?

Navigate to Settings > Integrations, locate Procore, and click Delete.

Get Started with the Procore Integration Today!

Streamline your project management by connecting zipBoard with Procore. Reduce manual work, improve collaboration, and keep your projects organized effortlessly.

Check out our latest updates on the zipBoard Blog.
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