How to bring Procore documents into Buildr using Syncs

Thamya Albuquerque avatar
Written by Thamya Albuquerque
Updated over a week ago

The Syncs tool allows you to create a live integration with all of your project information in Procore. Enabling a Sync will add the appropriate documents to your final Closeout Package in Buildr.

To get started, navigate to the Syncs tab and then click New Sync:

In the pop-up window, choose from the Procore categories provided:

Once a category is selected, Buildr will sync all associated documents from Procore. You will see the number of synced items in each category. Repeat the steps above for each Procore category you wish include in your syncs.

Buildr will include all documents in the selected categories in your final Closeout Package. Thanks to Buildr's live integration, you only have to set this up once, and it will automatically update when any changes are made in Procore. Below are some additional notes on what exactly is synced over:

  • RFI - all closed RFIs

  • Submittals - the current revision on distributed Submittals

  • Photos - all Photos included in a public album

  • Drawings - the current revision on published Drawings

  • Daily Logs - all Logs in which the day is completed

  • Inspection - all closed Inspections

  • Punch Item - all closed Punch Items

Once documents are loaded into Buildr, you can preview them by clicking on the file:

Now, when you export your final Closeout Package, you will see your synced documents:

Note: If you’d like to exclude individual documents that synced in Buildr, go into Procore to change the document's status. We recommend changing the status of the document(s) in Procore to keep Procore as the central source of truth.

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