Data Synchronization with Procore

Objective

The Synchronization option allows the reconciliation of data between maestro* and Procore, in one direction or the other, per item or by batch.

Data displayed in this window directly depend on what was set in the Configuration option (maestro* > Maintenance > Maintenance interface > Procore > Synchronisation).

 

Prerequisites

 

Steps

 

maestro* > Maintenance > Interface Maintenance > Procore > Synchronization

 

Performing a Synchronization

  1. Display one of the tabs in the left-most menu.
 

Entities displayed in the menu on the left are in fact the ones checked in the Synchronization of Entities section in the Configurations.

  1. Check the boxes for the various items in a tab to indicate that they should be synchronized.
    1. A red exclamation point indicates a mistake and the detail appears in the Message column.If more than one error is detected, the number of errors is displayed and it is possible to click on the message to see an overview of these errors.
    2. A green check indicates that the last synchronization was a success.
    3. If the checkbox is not displayed, it means that the synchronization of the item is no longer available.
    4. In the Message column of the Transaction tab, it is possible to See the Transactions or Hide the Transaction to see all the transactions to synchronize.
  2. Click on the Synchronize button to launch the synchronization operation between maestro* and Procore.
  3. Repeat these steps for each of the menu's tabs.

 

The Refresh button allows to launch a manual reread of the elements when, for example, changes are made in both systems.

 

Special features of the budget and transaction synchronization pages

  • On these pages, the synchronization will be done in batch, by project.
  • For a project to be available in one of these pages, the said project will have to have been synchronized successfully in the past (a green checkmark is displayed in the projects page).
  • When errors appear on these pages, it is still possible to proceed with the synchronization. The valid elements are synchronized, whereas those with errors are not.

 

See also

 

Last modification: November 07, 2024