A guide to creating a Site in 1Breadcrumb first, that can be integrated with a Project in Procore later.
As a Procore user, a Project should always be created in Procore first, so that a Site can then be automatically created in 1Breadcrumb via the integration. In the rare occasion you need to create a Site in 1Breadcrumb first, and sync it to Procore later, you can follow the below instructions.
Table of Contents
Requirements 🔑
Permissions: Company Host or Site Host ("Manage Site") Permissions required. If you do not have access, please contact your 1Breadcrumb administrator.
Procore: To sync a Project with 1Breadcrumb, there are required fields in Procore. Click here to see what is required: Sync Projects to 1Breadcrumb.
Web Portal Instructions 💻
Step 1: Add a New Site
- Click here for a guide: Add a New Site
Step 2: Find the Project Number in Procore
- To start, Select a Project from the top left of your screen
- Open the Project Tools dropdown and select Admin
- Find and copy the Project Number
Step 3: Update the Site Reference in 1Breadcrumb
- From the Sites menu, find your Site and click the orange Manage Site button
- Click on Project Settings to open the dropdown and look for the Site Reference field
- Paste the Project Number from your Procore Project to the Site Reference field
- Click the green Submit Changes button to finalise the changes
Once the integration is set up, this Site in 1Breadcrumb will integrate with the Project in Procore and won't create a duplicate site.
Mobile App Instructions 📱
This feature is not available on the Mobile App.