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Procore integration

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Procore integration allows you to connect an EVA Check-in site to a Procore project. Track and report on visitor, staff and contractor check-ins directly in Procore’s Daily Manpower and Visitor Logs - reducing manual admin and data entry, and making record-keeping and compliance straightforward.

Benefits of Procore integration

  • Automatically send contractor/company check-in data to the Manpower Log so proof of time spent on site can be reviewed against time-based billing
  • Capture ‘reason for visit’ and sync to the Manpower and Visitor logs
  • Link check-in locations to Project locations for detailed reporting
  • Keep data clean, using the Procore company directory when workers check-in
  • Manage online inductions, SWMS collections, and collect permits to work and competencies
  • Record on-site incidents and manage on-site emergency communications

How to set up Procore integration

Step 1 – download & install the EVA Check-in app

Go to the EVA Check-in app on the Procore marketplace.

Log in to your Procore account to install:

Once you’ve logged into Procore, you’ll see this screen. Click Install.

You’ll see a message confirming your installation is successful.

You can add permitted projects at this point (or skip and add them later):

Step 2 – enable integration in EVA Check-in

  • Go to Account > Integrations > Procore
  • Click Enable
  • Enter your Procore company ID:

Step 3 – connect EVA site to your Procore project

  • Click Add
  • Click the edit button to change the details for the Procore integration you’ve created. 

  • Optionally track visitor types in the Procore “Manpower log”, exclude those visitor types from the visitor log if you wish, and add a reason for visit or other info in the “Manpower log” comment template.

Step 4 – test your integration in EVA Check-in

  • In the EVA Check-in admin portal, go to Check-in
  • Click Manual check-in and enter your test check-in details 
  • Enter your company (needs to be a company listed in the Project Directory in Procore) – if “Manpower log” visitor type is set up in the step above.
  • Fill in the ‘reason for visit’
  • Check out

Step 5 – test your integration in Procore

  • Go to the relevant Procore Project and to Project Tools > Reports
  • Scroll down to Daily Log Reports and go to Daily Log Manpower Report. You should see your manual check-in (if you have set up a “Manpower log” visitor type in EVA Check-in).
  • Check Daily Log Visitor Report for your manual check-in.

Did you know?

It's possible to copy an existing Procore site configuration to a new site/project - helping speed things up when you've got multiple sites on the go or new ones starting up.

To do this, at Step 3 above, select the Procore site you want to copy the config for.

 

 

 

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