First Configuration

The OPC Procore Connector works with named configurations to make it easy for you to manage multiple projects. Each configuration defines which OPC project you would like to export, and which Procore project you would like to import the resulting data. You can give each configuration a memorable name when it is created, making it simple to select the correct configuration next time you want to update a schedule in Procore.

As this is the first time we have used the OPC connector, you will see the screen below asking you to create your first configuration. At this point it is recommended that you try this process first with a Procore Sandbox project to ensure that you can validate that everything is working as you expect, before you proceed to importing schedules into "live" Procore projects.

Enter the name for your new configuration, then select the Procore Company you want to work with. If your Procore user is only associated with one Company, this will be selected as the default value. Once you have selected a company you will be able to select the Procore Project you would like to import the schedule into. Finally you can select the OPC Project you wish to send to Procore.

Click the OK button to proceed, and you'll see screen similar to the one below as an export is requested from OPC.

This can take a few minutes as OPC exports projects as a "background job" which can take a little while to be processed.

Once the export has completed the schedule will be uploaded to Procore, which is usually completes relatively quickly. You should the see a screen like this: