Overview

Procore Connect enables separate companies and project teams to seamlessly share and synchronize project management data directly between their Procore accounts. This eliminates manual double data entry, reduces administrative overhead, and maintains data integrity across organizational boundaries.

How it Works

Flowchart showing Sending and Receiving account workflow with orange and blue process blocks for document sharing and collaboration.


Data flows from a Sending project to a Receiving project. To link them, a user with access to both projects uses the Connection Manager tool in the Receiving project.

The Sending projects can either auto-approve links or require manual review. To stay informed, you can configure alerts to notify specific users about new connections, disconnections, and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.

Admins can disconnect at any time. Existing data will remain, but new updates will stop.

Key Capabilities

  • Same-Tool Bi-Directional Workflows (RFIs & Submittals): A single project can act as both a Sender and a Receiver for the exact same tool (RFIs and Submittals) across separate connections. This allows a project to receive items from a sending partner while simultaneously sending its own locally created items to receiving partners.

  • Multi-Directional Tool Control: Within a single project connection, you can independently set data flow directions for different tools, such as receiving RFIs while sending Submittals.

  • Local Data Protection: Automated sharing applies strictly to locally created records. External items received from a sending partner cannot be automatically forwarded to third parties through the Connection Manager.

  • Tool-Level Flexibility: Connections are configured on a per-tool basis, allowing companies to collaborate on specific workflows while maintaining control over their project data.

Tool Summary at a Glance

Feature / Capability

RFIs

Submittals

Drawings

Connection Initiation

Initiated by Receiver

Initiated by Receiver

Initiated by Receiver

Unlimited Connections

Supported

Supported

One way only

Multi-Directional Setup (Across Tools)

Supported

Supported

Not Supported

Act as Sender & Receiver (Same Tool)

Supported (Local Data Only)

Supported (Local Data Only)

Initiated by Receiver

Deactivation Status

Becomes Inactive (Can Reconnect)

Becomes Inactive (Can Reconnect)

Becomes Disabled (Can NOT Reconnect)

Supported Tools

Tool

Data Included in Sync

Drawings

  • Drawings: Number, Title, Area Name/Description, Discipline, Status, and Position.
    Note: Drawings sync without markups.

  • Revision Details: Revision Number, Revision Status, Drawing Date, and Received Date.

  • Drawings Sets: Date and Name.

RFIs

  • RFIs: Subject, Question, Official Responses, and all associated Attachments.

  • Tracking Details: RFI number, Status, RFI Manager, "Received From" user, and Responsible Contractor.

  • Key Dates: Date initiated and due date.

  • Files: Coversheet (PDF) and Linked Drawings (PDF).

Submittals

  • Submittals: General Information section and Distribution Summaries.

  • Cover Sheet: The downloadable cover sheet will be an exact replica of the file in the Sending account.

  • Attachments: Only the attachments selected during distribution will sync to the Receiving account.

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Considerations