Procore Integrations

Empower your Join project team by leveraging your Procore workspace.

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

Link your Procore Documents to Join Items and Milestones
Use Join in a Procore Embedded App

1. 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.

First, link to your Procore Account

Select the Add a file button either in the Milestone attachments or Item Attachments
Select Link Accounts under the Cloud Storage section
Select the Sign in to Procore button
Enter your Email and Password
Select the Log In button

Now you're ready to add your documents

Select the Add a file button either in the Milestone attachments or Item Attachments
Under Cloud Storage, select Procore
Navigate the folder structure to the documents that you want to attach (only the Shared Documents folder can be accessible from Join)
Select them by checking the box on the left-hand side
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.

2. 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

Navigate to the Procore Marketplace and log in with your Procore credentials
If prompted, select the company you want to log in to and click Continue
Type Join into the search bar, click the Join Embedded App result
On the Join app page, click Install App, in the top right
On the install app modal, click Install
Use the Create Configuration modal to create an initial App Configuration now, or skip this step and Create an App Configuration and Apply it to Projects later

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

Creating a Join app configuration

From within Procore, navigate to the company's Admin tool
Under 'Administrative Settings', click App Management
Locate the Join app you want to create a configuration for and click the associated View button
Click the Configurations tab
Click Create Configuration
Select one or more projects you want to add to the configuration or select Global Projects Config to include all active and future projects
Select the Company Level Config option. With this option enabled, users can launch the app from the company level header in Procore
Enter a Title for the new app configuration. App users will see this display name when using the 'Select an App' menu
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.

If the app isn't displayed, you may need to create an App Configuration for the appropriate level (Global, Company, Project) within Procore

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