Initial Procore + 1Breadcrumb Integration (Automatic Project Sync)

A guide for Procore Administrators setting up the 1Breadcrumb Integration using the Automatic Project Sync.

The 1Breadcrumb and Procore integration allows you to automatically sync your Projects, Companies and Users from Procore into 1Breadcrumb, and send all Documents and Worker Activity back to the Site Diary in Procore. This guide will show you step-by-step how to set up that integration.

Table of Contents

• Requirements
• Install 1Breadcrumb via the Procore Marketplace
• Create a Permissions Template for 1Breadcrumb
• Apply the Permissions Template to All Projects
• Activate the Integration in 1Breadcrumb

Requirements 🔑

Install 1Breadcrumb via Procore Marketplace

1. Log in to your Procore account.
2. Navigate to the Procore app store by selecting Apps > Select an App located in the top right-hand corner of the header, then select Marketplace from the dropdown menu.
3. On the new page, use the search bar to look for 1Breadcrumb.
4. Select the 1Breadcrumb tile from the search results.
5. Select the Install App icon located above the 1Breadcrumb details window.
6. Confirm the installation in the pop-up window by selecting Install.

Create a Permissions Template for 1Breadcrumb

1. Return to your Procore Homepage.
2. Navigate to the Company Tools dropdown list located in the header.
3. Select Permissions from the dropdown menu.
4. Select the Project Permissions Templates tab from the permission files banner.
5. Create a new permissions template by selecting the Create Project Permissions Template toggle and choose Project (Global) - Assignable to All Projects from the dropdown menu.
6. Name the global permission template 1Breadcrumb Projects Permission Template or a similar name, then select Confirm.

7.  In the new window, ensure the following Permission Tools/Core Tools have the below-specified permissions enabled:

1. 1. The below categories should have the Read Only column enabled:
      • Directory/Portfolio: Also select Turn ALL ON from the Directory/Portfolio dropdown list. This is to pull over the projects and project directory.
      The below categories should have Admin column permissions enabled:
      • Documents: Syncs records created in 1Breadcrumb to the relevant projects' Document tool in Procore. 
      • Timecards/Site Diary/Daily Log: Syncs 1Breadcrumb Site Attendance records to the relevant projects' Site Diary/Timecard tool in Procore.
      
2. For all other Permission Tools/Core Tools settings, set them to None.
3. Select Save after making the above changes. 

Apply the Permissions Template to All Projects

1. Return to your Procore Homepage by selecting the Home button or Procore banner (top left). 
2. Navigate to the Company Tools dropdown list located in the header.
3. Select Directory from the dropdown menu.
4. In the search bar, please type in "dmsa" and hit enter.
5. Beside '1breadcrumb-dmsa-786bba23’  select Edit.
6. Scroll down to Project Settings/New Project Settings and select on the following Select Default Template hyperlink. 
7. In the pop-up window, from the Templates drop down list, pick the template you made in Part 2, Step 6, and select Apply. 
8. Check the two boxes below this:

1. 1. Add '1breadcrumb-dmsa-786bba23' to all new projects in "Default permission template" and;
   2. Allow 1breadcrumb-dmsa-786bba23 to create new projects (1breadcrumb-dmsa-786bba23 will have full administrative access to any projects that they create)
2. In the Current Project Settings section under, select Remove All located above the list of Current Project Settings table. The list of current projects will be moved into the Projects 1breadcrumb-dmsa-786bba23 Does Not Belong To table. 
3. Select the Add All button located above the Projects 1breadcrumb-dmsa-786bba23 Does Not Belong To table. This will now add all the projects into the Current Project Settings table. Note: depending project count, this may take several minutes.  
   
   
4. Select Save.

Activate the Integration in 1Breadcrumb

With Procore now permitted to integrate with 1Breadcrumb and the integration settings configured, proceed to activate the integration within your 1Breadcrumb portal

1. Log into your 1Breadcrumb account using your verified mobile number. 
2. Navigate to the company configuration settings by selecting on [Your Name / Company Name] located in the top right hand corner within the orange header.
3. Select Integration from the drop down menu.
4. Switch the integration to Active.
5. Pick Marketplace (DMSA) from Integration Mode and select Authorize on Procore.
6. Please reach out to your CSM at this point to ensure you are enabling the correct settings.