You can synchronize issues created on the Imerso platform with Procore. Follow the steps below to learn how:
How to connect your project to Procore
💡 You need to have the admin role to be able to work with integrations.
Navigate to the project settings page and look for the subsection dedicated to Integrations:
Look for the Procore integration and authorize yourself using the Authorize your account button.
Press the Add Procore synchronization button.
Choose the company and project where you want your Imerso issues to be added to, then confirm the selection.
The connection is complete. This will be indicated by the "Active" indicator next to the integration name.
How to add the issues to Procore
Navigate to the Issue page.
Select the issues that you want to share.
Press the Integrations button and choose the Add to Procore option.
The issues will be added to Procore. The Procore symbol will appear in the Quick details to indicate the issue is now added and can be synchronized.
💡 No changes are allowed to issues marked as Closed on Procore. If you need to make changes to a closed issue, make sure to first mark the issue as Open on Procore.
How to synchronize changes made to issues on Procore
Navigate to the Issue page.
Press the Sync Coordination Issues from Procore button.
💡 Only changes made to issues originally created on the Imerso platform can be synchronized.