How Does the Documents Integration Work?

The Breadcrumb and Procore Documents integration allows you to send all Induction, Site Briefing, Supplier Document, Generic Forms, Permit and Site Asset reports collected in Breadcrumb to the Procore's Documents tool overnight. This guide will help you understand which reports are being sent from Breadcrumb.

Requirements
Breadcrumb Settings

Requirements 🔑

Permissions: Company Host with "Has All Permissions" required to view the Integration settings. If you do not have permission, please get in touch with your Breadcrumb administrator.

Breadcrumb Settings

Step 1: View your Integration Settings

Click on your Name on the top right of the Web Portal
From the dropdown, select Integrations
Under the Procore Integration tab, scroll down to Export Documents
From here, you can view which reports you are sending to Procore

Step 2: Understand your Integration Settings

Export Folder Template:
- Grouped by Supplier: Breadcrumb documents in Procore will display a list of Suppliers, followed by Features (Inductions, Supplier Docs, Permits, etc.).
- Grouped by Feature: Breadcrumb documents in Procore will display a list of Features (Inductions, Supplier Docs, Permits, etc.) followed by Suppliers.
Create New Procore Folder As:
- Public: All Users in Procore with Permissions to access the Documents tool for that Project will have access to the Breadcrumb folder.
- Private: Only Users in Procore with Permissions to access Private Documents will have access to the Breadcrumb folder.
  - 💡If you commonly provide external users (like subcontractors) access to your Procore documents, we recommend using Private folders.
Export User Inductions: If active, all Inductions will be sent to Procore Documents.
Export Site Briefings: If active, all Site Briefings (Toolbox Talks, Daily Pre-Starts, etc) will be sent to Procore Documents.
Export Supplier Documents: If active, all Supplier Documents (SWMS/RAMS/SPPPs, Safety Data Sheets, Insurances, Other) will be sent to Procore Documents.
Export Generic Forms: If active, all Generic Forms will be sent to Procore Documents.
Export Permits: If active, all Permits will be sent to Procore Documents.
Export Site Assets: If active, all Site Assets will be sent to Procore Documents.
Export Evacuations: If Active, all Evacuations will be sent to Procore Documents.

You should now have an understanding of how the Breadcrumb and Procore Documents integration works, and the required settings.