A guide to understanding how 1Breadcrumb integrates with the Procore Site Diary and what information it collects.
The 1Breadcrumb and Procore Site Diary (Daily Log) integration allows you to fill the Timecard (Timesheets), Manhours (Working Hours) and Visitor Logs with information collected in 1Breadcrumb on how long a certain user has been on-site. This guide will help you understand which information you are sending from 1Breadcrumb, and the required settings in Procore to get your user data in the correct logs.
Table of Contents
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 1Breadcrumb administrator.
Procore Settings 💻
Whether someone selects Employee, Subcontractor or Visitor in their initial 1Breadcrumb induction does not determine where their data will be sent to in Procore. This is determined by a mix of Procore and 1Breadcrumb settings which are shown below.
- Employee: To be sent to Procore as an Employee:
- Country Code: Must be filled in Procore
- Mobile Phone: Must be filled in Procore and the same as 1Breadcrumb
- Is an Employee of {Company Name}: Must be ticked in Procore
- Subcontractor: To be sent to Procore as a Subcontractor:
- Supplier: Must have been collected during the 1Breadcrumb induction
- Supplier: Must be listed in the Project Directory in Procore
- Supplier: Must have an ABN or License Number associated in Procore
- Visitor: To be sent to Procore as a Visitor:
- Supplier: Can not be collected during the 1Breadcrumb induction
- Supplier: If collected, is not listed in the Project Directory in Procore
1Breadcrumb 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 Checkins As
- From here, you can view which data you are sending to Procore
Step 2: Understand your Integration Settings
- Timecard (Employees Only)
- Disabled: Timecard integration is switched off
- Employees Only: Employees sent to the Timecard
- Visitor Log
- Disabled: Visitor Log integration is switched off
- Everyone: Employees, Subcontractors and Visitors sent to the Visitor Log
- Everyone Except Employees: Subcontractors and Visitors sent to the Visitor Log
- Everyone Except Subcontractors and Employees: Visitors sent to the Visitor Log
- Manpower Log
- Disabled: Manpower Log integration is switched off
- Everyone: Employees, Subcontractors and Visitors sent to the Manpower Log
- Everyone Except Employees: Subcontractors and Visitors sent to Manpower Log
- Subcontractors Only: Subcontractors sent to the Manpower Log
- Aggregated for Subcontractors: Subcontractors sent to the Manpower Log and Grouped by Supplier (Company)
- Aggregated for Subcontractors and Employees: Subcontractors and Employees sent to the Manpower Log and Grouped by Supplier (Company)
- Additional Settings
- Sync Incomplete Log: If on, 1Breadcrumb will sync with the Procore Site Diary every 10-15 minutes. If off, it will only update at the end of the day.
- Include Timecard Description: If on, the Timecard comments field in the Procore Site Diary will fill with the mobile numbers of the workers.
- Include Manpower Log Description: If on, the Manpower Log comments field in the Procore Site Diary will fill with the mobile numbers of the workers.
- Include Visitor Log Description: If on, the Visitor Log comments field in the Procore Site Diary will fill with the mobile numbers of the workers.
You should now have an understanding of the fields required in Procore and 1Breadcrumb to get your activity data sent to the desired log within the Site Diary.