Step 1.   Setting up a Service Account

 

1. Open Procore and click on your Profile --> Account & Admin Settings

 

2. Click Service Accounts

 

3. Click New

 

4. Tick Custom, Fill Name, then click Create.

 

5. Take note of your Client ID, Client Secret, and Procore-Company-Id.

 

6. Click Company Tools --> Directory.

 

7. Click the Edit button of newly created service account.

 

8. Scroll down to Project Settings

Tick 'Add new connector to all new projects in SiteBook' and 'Allow new connector to create new projects'

Then click the Add All button

 

 

9. Scroll up to Company Permissions Templates section then tick the Admin boxes for Portfolio and Documents.

 

10. Scroll down to the bottom of the page then click Save.