---
title: Procore Integrations
description: Empower your Join project team by leveraging your Procore workspace.
---

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1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en)
2. [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en)
3. [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations)

# Procore Integrations

## Empower your Join project team by leveraging your Procore workspace.

Streamline how you work by utilizing the following Join integrations with Procore:

1. [Creating a Change Event in Procore](https://success.join.build/en/knowledge/procore-integrations#procore_change_event)
2. [Import an Estimate from Procore Estimating](https://success.join.build/en/knowledge/procore-integrations#procore_estimating)
3. [Link your Procore Documents to Join Items and Milestones](https://success.join.build/en/knowledge/procore-integrations#procore_documents)
4. [Use Join in a Procore Embedded App](https://success.join.build/en/knowledge/procore-integrations#procore_embedded_app)

---

### 1. Creating a Change Event in Procore

> **Link an accepted Item in Join to a Change Event in Procore, streamlining the coordination activities between preconstruction and operations. This allows Join to continue to be the decision-making platform of choice for project stakeholders later in the project lifecycle and eliminates duplicate data entry.**

#### First, link to your Procore Account

1. Expand the **Integrations** section of an Item
2. Click the **Add Account** button
3. Click the **Sign in** button next to Procore, which will redirect you to Procore
4. Enter your **Email** and **Password**
5. Click the **Log In** button, which will redirect you back to Join
6. Click the **+ Connect a Project** button
7. Select a **Procore Company** and **Procore Project** to link to your Join Project
8. Click the **Update** button
9. ![](https://success.join.build/hs-fs/hubfs/image-png-Aug-21-2024-05-09-32-3094-PM.png?width=670&height=351&name=image-png-Aug-21-2024-05-09-32-3094-PM.png)

#### Now you're ready to create a Procore Change Event

1. Expand the **Integrations** section of an Accepted Item
2. Click the **+ Change Event** button
3. Fill out the fields in the **Create Procore Change Event** window
4. Click the **Create** button  
   ![](https://success.join.build/hs-fs/hubfs/image-png-Aug-21-2024-06-45-47-3123-PM.png?width=670&height=399&name=image-png-Aug-21-2024-06-45-47-3123-PM.png)

After creating the Procore Change Event, you will see it listed in the **Integrations** section of the Item in Join. In Procore, the **Description** will include a link to the source Item in Join. Both of these are hyperlinked to each other.

![](https://success.join.build/hs-fs/hubfs/image-png-Aug-21-2024-06-47-08-6301-PM.png?width=670&height=209&name=image-png-Aug-21-2024-06-47-08-6301-PM.png)

![](https://success.join.build/hs-fs/hubfs/image-png-Aug-21-2024-07-00-37-8319-PM.png?width=670&height=461&name=image-png-Aug-21-2024-07-00-37-8319-PM.png)

---

### 2. Import an Estimate from Procore Estimating

Read [this article](https://success.join.build/en/knowledge/exporting-a-procore-estimating-estimate?hsLang=en) to learn how to import a Procore Estimating estimate into Join.

---

### 3. Adding attachments from Procore Documents

> **By leveraging your Procore Document workspace, Join ensures your team can access the latest construction documents.**

Organize your construction documents by linking your Procore account with Join. You can link the folder housing your file in Procore to the respective Items and Milestones. This ensures you always have access to the most up-to-date version of each document, reduces the need to track multiple copies, and ultimately saves you time and effort.

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8897459/id/114283293247" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="114283293247" data-hsv-style="" data-hsv-width="688" data-hsv-height="385" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### First, link to your Procore Account

1. Select the **Add a file** button either in the [Milestone attachments](https://success.join.build/en/knowledge/milestone-overview?hsLang=en) or [Item Attachments](https://success.join.build/en/knowledge/item-attachments?hsLang=en)
2. Select **Link Accounts** under the Cloud Storagesection
3. Select the **Sign in to Procore** button
4. Enter your **Email** and **Password**
5. Select the **Log In** button

 

#### Now you're ready to add your documents

1. Select the **Add a file** button either in the [Milestone attachments](https://success.join.build/en/knowledge/milestone-overview?hsLang=en) or [Item Attachments](https://success.join.build/en/knowledge/item-attachments?hsLang=en)
2. Under Cloud Storage**,** select **Procore**
3. Navigate the folder structure to the documents that you want to attach (only the Shared Documents folder can be accessible from Join)
4. Select them by checking the box ![](https://lh4.googleusercontent.com/ug0YTx4JTabuVkQPvMdff8hl8wLFOKZwPCUxDHgci2frDX4-9Iri62Wgs0_iB07APqRq1SMGjAT-srKxtQl7Ws2w6W4loLemBA4UtmlUYoVshW24SZdYIN3dGn2gykVuiMRoeqU83jh2w9hQ1dDBaIc) on the left-hand side
5. Select **Add Files** in the lower right corner

 

***Caution:*** *By linking the attachment through Procore, the visibility of the linked document will be subject to the permission set in both Join and Procore*.

---

### 4. Adding Join to Procore as an Embedded App

> **Harness the power of Join's decision making platform from inside the Procore Platform**

#### Installing the Join app

1. Navigate to the [Procore Marketplace](https://marketplace.procore.com/) and log in with your Procore credentials
2. If prompted, select the company you want to log in to and click **Continue**
3. Type **Join** into the **search bar**, click the **Join Embedded App** result  
   ![](https://success.join.build/hubfs/image-png-Mar-02-2022-08-14-57-85-PM.png)
4. On the Join app page, click **Install App**, in the top right
5. On the install app modal, click **Install**
6. Use the Create Configuration modal to create an initial [App Configuration](https://support.procore.com/faq/what-are-app-configurations) now, or skip this step and [Create an App Configuration and Apply it to](https://support.procore.com/products/online/user-guide/project-level/home/tutorials/configure-app-in-project)[Projects](https://support.procore.com/products/online/user-guide/project-level/home/tutorials/configure-app-in-project) later

***Note:*** *You'll need to have 'Admin' permissions to your Procore Directory to add the app*

#### Creating a Join app configuration

1. From within Procore, navigate to the company's **Admin** tool
2. Under 'Administrative Settings', click **App Management**
3. Locate the Join app you want to create a configuration for and click the associated **View** button
4. Click the **Configurations** tab
5. Click **Create Configuration**  
   ![](https://success.join.build/hs-fs/hubfs/image-png-Mar-02-2022-08-28-13-65-PM.png?width=507&name=image-png-Mar-02-2022-08-28-13-65-PM.png)
6. Select one or more projects you want to add to the configuration, or select **Global Projects Config** to include all active and future projects
7. Select the **Company Level Config** option. With this option enabled, users can launch the app from the company-level header in Procore
8. Enter a **Title** for the new app configuration. App users will see this display name when using the 'Select an App' menu
9. Click **Create**

#### Accessing Join from within Procore

Once you've configured your app, you can access it via the **Apps** menu in the top right of all Procore screens. The *title* you defined during the configuration will be displayed in the Apps menu.

![](https://success.join.build/hubfs/image-png-Mar-02-2022-08-09-40-94-PM.png)

***Note:** If the app isn't displayed, you may need to create an [App Configuration](https://support.procore.com/faq/what-are-app-configurations) for the appropriate level (Global, Company, Project) within Procore.*

**Congratulations🎉, you can now access Join without leaving the Procore platform!**

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