Use this article to set up a Procore Service Account so ToolWatch can connect to your Procore Company. First, you create the Service Account at the company level. Then you set its permissions and send its Client ID and Client Secret to your ToolWatch Implementation Specialist.
Create the Procore Service Account
In order for ToolWatch to communicate with Procore, you will need to create a Procore Service Account for each Procore Company that you want to integrate with. Instructions for creating Service Accounts are available on Procore's Support portal:
Important: Please ensure you are creating the Service Account at the Company level, and not within a specific project.
To go to the top-level company, click the Procore logo in the top-left.
In the top navigation bar, click Company Tools.
Select Directory.
Create the Service Account, following Procore's instructions.
Name the Service Account using the naming convention "companyname-toolwatch-integration". For example, for a Procore Company named Acme Construction, name it "acme-toolwatch-integration".
We recommend this step. In Project Settings, select the boxes to add the Service Account to all existing Projects within the Company.
Set the Service Account Permissions
Following the instructions above, you will also be directed to set up the permissions for the Service Account. For details, see Procore's instructions for configuring Service Account permissions. The following permissions are needed for the integration, based on the data you are electing to integrate:
Portfolio - Read Only: Required if syncing Procore Projects to ToolWatch Locations and Cost Centers (is required if syncing Daily Log)
Directory - Read Only: Required if syncing Procore Employees to ToolWatch Employees
Directory - Admin: Required if syncing ToolWatch Locations to Procore Projects. Admin permissions are required by Procore to create new projects. For more information, see Procore's support article on allowing users to create new projects.
Daily Log - Standard: Required if syncing ToolWatch Equipment to Procore Daily Log (this permission is project-level)
Equipment - Standard: Required if syncing ToolWatch Equipment to Procore Daily Log (this permission is project-level)
Send the Client ID and Client Secret to ToolWatch
When you create a Service Account, the Service Account will have a Client ID and Client Secret.
Record the Service Account's Client ID and Client Secret.
Send both values to your ToolWatch Implementation Specialist.