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Version 2.3.0 Update Procore Integration (Automatic Project sync)

This guide explains the benefits and how to update your Procore integration if you have 'Manual Project sync' integration set up.


Table of Contents



What's being updated?

We’re currently making improvements to our Procore integration that will enable you to:

  1. Automatically re-open a closed site diary to sync visitor, manhour and timecard logs
  2. Enable a two-way sync for suppliers in 1Breadcrumb and companies in Procore

To access these improvements you will need to upgrade to v2.3.0, which grants our integration a higher level of access than v2.2.0, so we can edit your directory and site diary.



Steps for Installing the updated 1Breadcrumb Integration

1. As a full Procore admin, select Select an App > App Management.

2. Where you can see the 1Breadcrumb app and "Update Available" select View

3. In the Top Right Select Update Available

*If you do not see a new update available, please uninstall the 1Breadcrumb app and reinstall. You may need to sign out and sign back in to be able to reinstall. 



4. It confirms that after this update things such as Project Permissions and Permitted Projects will need to be re-set. Select Update.

5. A confirmation page will appear of the permission changes required for the new Integration App. Most importantly the Admin Tool with Admin Permissions at Company Level. Select Update.



6. After this is done you will see there are no Permitted Projects for the Version 2.2.0 of the Integration App. To re-set these permissions go to Company Tools > Directory > Search the DMSA User “1breadcrumb-dmsa-786bba23” and select Edit.



7. Scroll down to the very bottom, and assuming you had already been using a permission template (which you should have from initial installation), select the Add button for the active projects that are required to be pulled into 1BC. If you require all current Procore projects to sync into 1BC, simply select the Add All button.

This will then re-apply the same permission template that was being used before to those projects, and the 1Breadcrumb integration will have the correct access to those individual projects.