External Systems & Add-ons
Customer-configurable optional connections and paid add-ons.
Setup guide · External Construction Project Management (Procore-class)
Share approved drawings, RFIs and submittals with the customer's own project system and read status back
What you need first
The account and access details your provider gives you.
Find your provider's instructions for the keys (opens a web search). Look for words like API keys, integrations or developer settings in your provider's admin area.
If you don't have a provider yet, the built-in feature keeps working. Your own provider's help is the source of truth.
The steps
- Open External Systems & Add-ons, Marketplace and choose External Construction Project Management (Procore-class).
- Get the details above from your provider. Keep them private; never put them in a message or note.
- Paste them into the connection form. They are stored separately for Test and Live.
- Allow only what this connection needs: Share approved drawings, RFIs and submittals with the customer's own project system and read status back.
- Match your provider's names to ours on the Mapping tab, then press Test.
- It shows Connected only after the test passes. Watch its Health, and use Safe Disable to turn it off at any time.
Technical steps from the build package
- Settings > External Systems & Add-ons > Marketplace: activate External Construction Project Management (Procore-class) (paid add-on where applicable).
- Enter the credentials your provider gives you (kept separate per environment).
- Grant only these permissions: Read and write the linked project only.
- Run Test; status becomes Connected only after a pass.
- Watch Health; use Safe Disable to turn it off.
Without this connection: Construction records, drawings and approvals stay complete in the platform; project updates are entered there.
Degraded: warnings, status behind. Down: the platform remains the record; outbound updates queue and replay safely.