You'll now be able to select the individuals you'd like to import from Procore to your One-Key account. Once you've clicked the "Import from Procore" button, an " Import People" pop-up screen will emerge. Along the top navigation bar, next to the traditional " Add Person" button, you'll see an option to " Import from Procore.".You'll also want to import your Procore contacts into One-Key to ensure they're up-to-date and everyone is accessible. Select the Existing Contacts You Want to Import from Procore Moving forward, now that you've linked your Procore account to your One-Key account, when a project manager adds a new job to Procore, they will automatically be populated into your One-Key Places' dashboard. You'll now be able to pick and choose the individual projects you'd like to import into One-Key from Procore.Īfter you've imported your Procore projects, they will appear in your Places' dashboard. Under " Project/Job," you'll see an option to " Import from Procore."Īfter you've clicked the "Import from Procore" button, an " Import Projects" pop-up screen will appear.Navigate to " Places" and select " Add Place.".This will ensure that your One-Key " places" are up-to-date. Now that you've linked your Procore construction management account with your One-Key account, you'll want to import the existing projects in your Procore account to One-Key. Select Existing Procore Projects You Want to Add to One-Key
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |