Procore integration

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.

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.

Note that you will need to be an admin on your Procore account to do this.

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 must add permitted projects at this point. Only permitted projects will be seen in EVA Check-in:

Step 2 – enable integration in EVA Check-in

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

(make sure you select the company ID and not the project ID, which looks similar)

Step 3 – connect EVA site to your Procore project

1. Go to Account settings > Integrations > Procore
2. Click +Add site
3. Select your EVA Check-in site
4. Select the matching Procore project from your permitted projects.
5. Click Add.
6. Click the edit icon on the site connection to configure how data is sent to Procore.

By default, all visitors are logged in the Procore visitor log. You can optionally exclude visitors whose visitor types are included in the Manpower or Inspection logs.

Procore Company Selector

Only visitor types that are configured to go to the Manpower log will be shown the 'Company Selector' when they check-in. This is a special field that pulls company names from your Procore Directory.

You should turn off the standard company field on these visitor types as having both turned on can lead to confusion and double entry.

Whatever is selected in the Procore company field will be saved to the visitor's company field in their visit and visitor profile.

The company selector uses fuzzy matching to match to an existing company name - to reduce bad data being entered.

The selector will also allow the visitor to create a new company if their company does not exist e.g:

If a manpower visitor's company is not in the Procore directory then a record against "no company" will be created in the Manpower log with the name of the new company included in the comment e.g.

An admin can edit a visitor's profile to correct a company name so the next visit will match a known name.

Configure manpower settings

In the Manpower section, choose which visitors should be added to the Procore manpower log and how those entries should appear.

• "Manpower log" visitor types (optional): Select the visitor types to include in the manpower log.
• Create Manpower logs per person: Create one Manpower log entry for each checked-in person instead of one entry per company.
• Exclude "Manpower log" visitor types from the Procore visitor log: Prevent selected Manpower visitor types from also appearing in the Procore visitor log.
• "Manpower log" comment template (optional): Add extra information to the manpower log comment, such as $fullName or $reasonForVisit

Configure inspection settings

In the Inspection section, choose which check-ins should also be sent to the Procore inspection log.

• "Inspection log" visitor types (optional)
  Select the visitor types that should also be recorded in the Procore inspection log.

• Exclude "Inspection log" visitor types from the Procore visitor log
  By default, all visitors are logged in the Procore visitor log. Turn this on if you do not want the selected inspection visitor types to also appear in the visitor log.

• "Inspection log" comment template (optional)
  Add the information you want included in the inspection log comment, such as $reasonForVisit.

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
• If you have enabled Create manpower logs per person, test with more than one person and confirm each person creates a separate manpower log entry.
• If you have enabled Exclude "Manpower log" visitor types from the Procore visitor log, confirm those people appear only in the manpower log and not in the visitor log.
• If you have set up "Inspection log" visitor types, complete a test check-in using one of those visitor types and confirm the entry appears in the Procore inspection log.
• If you have enabled Exclude "Inspection log" visitor types from the Procore visitor log, confirm those people appear only in the inspection log and not in the visitor log.

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.

Extra for experts: copy site configuration

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 site in EVA that you want to copy the Procore config for.

The following configuration items will be copied to the new site.

Please note, only matching visitor types will be copied as "Manpower log" visitor types. If the new site doesn't have the listed visitor types set up, they wont be copied across.

Troubleshooting

Project not showing in list

Check that you have added your project as permitted to be accessed in Procore

Manpower logs not appearing

If you find your Manpower logs (or whatever you have this log called) not updating it could be because your log is configured require some fields we are not able to export to Procore. You can configure this in Procore Admin > Manpower Log Fieldsets > Edit Fieldset.

Fields that can be mandatory:

• NumWorkers
• NumHours
• ContactId
• Notes

Fields that we send only when you have mapped a Procore project location to your EVA Check-in zone (If not mapped - must be optional):

LocationId

All other fields must be optional.