Procore - DataBlend

Procore Sample Use Cases

Use Case 1

Synchronize Lists Between Procore and the ERP, CRM or Anything Else

Keep all your lists in sync in either direction - Projects, Companies, Company Vendors, Cost Types/Codes and more. Move beyond simple synchronization with any rules-based process you require, such as creating Projects in Procore once CRM opportunities reach a certain stage.

Use Case 2

Keep the Financials Up to Date

Ensure that the ERP always has the latest information based on activity in Procore, including direct costs (including payroll), payments, purchase orders and requisitions - mapping and formatting as needed.

Use Case 3

Distribute Budget Changes

Update your forecasts with field data within Procore, but allow them to automatically update to anywhere else in the business, be it a specific budgeting tool or a database for reporting.

What Procore users can do leveraging DataBlend

Seamlessly Update

Seamlessly sync Procore data with ERPs, CRMs, payroll/HR, databases, planning, reporting, and operational systems.

Eliminate Errors

Eliminate error-prone, time-consuming report downloads by removing manual CSV/Excel extraction, transformation, and uploads.

Data Quality Reporting

Also known as checking your data—only pass what’s complete and automatically notify the right people to fix issues.

Scheduling

As simple as daily at 2am—or more complex, like daily at 2am except every 15 minutes on the last day of the month.

Integration to Procore Can be Easy!

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DataBlend takes the stress out of integration. We understand what is important to Procore customers and invest in building the connections you need to run an efficient and scalable operation. DataBlend makes the process of getting all your integrations up and running straightforward!

Put simply; if it can connect, DataBlend can integrate it. Alongside our growing catalog of pre-built connectors, we can quickly establish new connections as part of an implementation, support on-premise environments, and seamlessly work with flat files via secure FTP, email, or file-sharing platforms like Dropbox and SharePoint.