There are two ways to use the Procore/BidWork integration (1. Company directory and network directory sync and 2. Create project in Procore and push documents). You can use both functions of the integration or just one, it's up to you.


In order to use either, you will need a BidWork main contractor license which includes the Procore integration. From there, you will need to connect your BidWork and Procore accounts. 


To use the Procore / BidWork integration, the first thing to do is to add the BidWork app from the Procore marketplace. You can do this by logging into your Procore account, going to marketplace:



and then choosing BidWork. Click to install the app. From there:


To connect, navigate to Company settings:



From there, choose the heading 'Company settings'


Look for the Procore integration 



Then click to connect. You will be navigated to your Procore account login. Follow the steps to complete the connection.


Once your BidWork and Procore accounts have been connected it will read: 




Note* Only one user within your BidWork account needs to connect the Procore account, this will enable it for all your users within BidWork. 


Note** You can disconnect and re-connect at any time.


To use the Company directory and Network directory sync


To switch on the sync from Procore company directory to BidWork Network directory then toggle this:


if this is all you want to do then you can stop here. If you want to have more advanced functionality then you can also choose to turn on the 'Tender response rate sync' where based on how people respond to you in BidWork it will create actions in Procore. 


Note* For the company directory BidWork Procore sync. Here are the main rules:

  • Sync works only from Procore to BidWork in terms of Company information. That is to say, companies created in Procore will be pushed to BidWork. Any changes to these company details in Procore will be pushed into BidWork straight away.
  • We will not sync the contacts from Procore into BidWork and vice versa. Reasoning being that they are different people. So the estimating team can add their contacts into BidWork which would not be pushed into Procore.
  • We will sync the trades field in procore to the trades field in BW (Note* only if the trade in Procore is an exact match of the BidWork standard trades - see this article)
  • We will sync the license number field in Procore to the registration number field in BW
  • The tender response rate triggers are custom to your choosing. 



To create a project in Procore and push documents


Navigate to the project and then to 'Drawings and documents'. Then click on 'Copy to Procore'


Make the appropriate selection




Once the selections are made. A new project will be created.


From there, the push of documents logic is as follows:

Once user has selected the folder to push the documents into (either from an existing folder OR from a new folder they created), then: 



We will push the documents in BidWork with the following business logic:

 

Within the chosen folder we will create the following folders with the following contents:

 

Chosen folder > All (in the 'All' folder we will include all the documents uploaded into BidWork which are in the Documents and Drawings tab). 

 

Chosen folder > PackageCode_PackageName (so if the package code was 001 and the package name was Electrical, or package code empty and package name Electrical then it would be: Chosen folder > 001_Electrical & 1.0 Tender Documents > Electrical respectively) A folder like this will be created for every published package. Within each folder will be the documents sent out for each package including superseded documents which have been added via addendums (essentially the documents shown in 'package details' page of BidWork and not the current allocated versions as they could include un-sent addendums. 

 

Chosen folder > 'PackageCode_PackageName_Quotations' (in here we will push all quotations received for the package, like current download quotations button in BidWork. *Note, the only difference being that if company is 'marked as preferred, we will write 'Preferred' in the folder name before their company name or email)

 

 

So we will end up with a structure like this:

 

Chosen folder > All 

Chosen folder > PackageCode_PackageName1

Chosen folder > PackageCode_PackageName1_Quotations

Chosen folder > PackageCode_PackageName1_Quotations>Company_Name

Chosen folder > PackageCode_PackageName1_Quotations>Company_Name2_Preferred

Chosen folder > PackageCode_PackageName2

Chosen folder > PackageCode_PackageName2_Quotations

Chosen folder > PackageCode_PackageName3

Chosen folder > PackageCode_PackageName3_Quotations

Chosen folder > PackageCode_PackageName4

Chosen folder > PackageCode_PackageName4_Quotations

Chosen folder > PackageCode_PackageName5

Chosen folder > PackageCode_PackageName5_Quotations