Procore Integration Setup Guide
This guide explains how to install and connect the Palcode.ai integration with Procore. The integration enables secure data sync of projects, bid packages, bids, and vendor information from Procore into Palcode.ai.
The setup requires two steps:
A Procore Company Admin installs the Palcode.ai app in Procore.
A user connects their Procore account from within Palcode.ai.
Overview
Palcode.ai uses Procore’s User-Level OAuth. This means:
No Service Account is created
No Procore project assignment steps are required
Sync runs on behalf of the Procore user who authorizes the connection
Step 1: Install the Palcode.ai App in Procore
This step can only be completed by a Procore Company Admin.
Log in to Procore.
Open Company Tools > Admin > App Management.
Search for “Palcode.ai” in the Procore App Marketplace.
Click “Install.”
Review the permission scopes requested by the app.
Click “Authorize.”
Once authorized, your company is enabled to connect to Palcode.ai through user-level OAuth.
Step 2: Connect Procore Inside Palcode.ai
Any Palcode.ai user with access to the Integrations page can perform this step.
Log in to https://project.palcode.ai
Navigate to Tools in the header menu
Find the Procore integration card and click “Connect to Procore.”
You will be redirected to the Procore login page.
Enter your Procore credentials to authenticate.
Review the permissions and click “Allow.”
You will be redirected back to Palcode.ai.
The Procore connection status will update to “Connected.”
Palcode.ai will now store your OAuth token securely and begin syncing data.
What Data Gets Synced
After a successful connection, Palcode.ai begins syncing:
Projects
Bid Packages
Bids
Vendors
Where to View Procore Data in Palcode.ai
After connecting Procore, you can access synced information through:
Dashboard
Bid Management
Vendor Onboarding
Tools > Integrations (connection management)
These areas will reflect the data pulled from Procore.
Troubleshooting – Frequently Asked Questions
1. The integration shows “Not Connected” in Palcode.ai. What should I do?
This usually means Step 2 is incomplete. After the Company Admin installs the app in Procore, each user must connect Procore inside Palcode.ai by navigating to Tools > Integrations and clicking “Connect to Procore.”
2. I do not see a permissions screen when logging into Procore during connection. Is this an issue?
No. This is expected while the app is still in Developer Mode. The Procore permissions/authorization screen will appear only after the app is published and approved on the Procore Marketplace.
3. Another team member installed the Palcode.ai app in Procore. Do I need to install it again on my account?
No. Only one Company Admin needs to install the app in Procore. However, every Palcode.ai user who wants to use the integration must still connect their own Procore account through Palcode.ai.
Uninstalling the Integration
From Palcode.ai: Tools > Integrations > Disconnect Procore.
From Procore: Company Admin > App Management > Select Palcode.ai > Uninstall.
Support
For assistance, contact tools@palcode.ai