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Procore Integration with Adaptive

Connect your Procore account to automatically sync jobs, budgets, cost codes, vendors, and commitments to Adaptive.

Updated over a month ago

This article explains how to connect Procore to Adaptive and sync your project data, including budgets, change orders, and purchase orders.

1. Connecting Procore to Adaptive

To connect your Procore account:

  1. Navigate to the Procore integration page in Adaptive (Settings -> Procore)

  2. Sign in to Procore using your normal credentials

  3. You will be redirected to Adaptive after authentication

  4. Select your company from the list

2. Selecting Data to Sync

After selecting your company, choose which data you want to sync from Procore to Adaptive:

  • Budgets

  • Prime Contract

  • Change Orders

  • Commitments

Select or unselect each option based on your needs, then click Sync.

Important: Syncing budgets from Procore will override any budget data in Adaptive. Ensure you want to replace your current Adaptive budget before selecting the Budgets option.

3. Viewing Synced Data

After syncing completes, you'll see four tabs:

  • Jobs

  • Cost Codes

  • Vendors

  • Commitments

4. Jobs Tab

External Links: Each job includes an external link that directs you to the corresponding Procore project page.

Auto-Matching Rules: Jobs are automatically matched during sync using:

  • Project number

  • Company name

  • Full project name

Jobs with matching criteria will be linked automatically. For example, if the project number matches between Procore and Adaptive, the job will be matched even if the names differ slightly.

Unlinking and Relinking: To unlink a job:

  1. Click the unlink action in the job row

  2. Confirm in the popup window

  3. To relink, use the link action

5. Cost Codes Tab

Cost Code Variants: Procore cost codes may have multiple variants. These variants are merged together and mapped to a single Adaptive item.

Unlinking and Relinking: Cost codes can be unlinked and relinked using the same process as jobs.

6. Vendors Tab

Unlinking and Relinking: Vendors can be unlinked and relinked using the unlink action in each vendor row.

7. Budget Syncing

Budget Components: Procore budgets sync to Adaptive with three components:

  1. Original Budget: The initial budget set up in the project

  2. Budget Modifications: Internal modifications that move amounts between cost codes

  3. Approved Change Orders (CEOs): External contract changes that appear as change orders in Adaptive

Real-Time Sync: Budget changes made in Procore sync to Adaptive in real-time. When you update a budget line in Procore and refresh the Adaptive page, the changes appear immediately.

Change Order Lines: Change orders are pulled as individual lines and displayed in the Changes section of your budget.

Note: Syncing budgets from Procore replaces existing Adaptive budget data for the connected projects.

8. Commitments (Purchase Orders)

Viewing Commitments: All Procore commitments are pulled and displayed in the Commitments tab. Correctly mapped commitments create corresponding Adaptive purchase orders.

Change Orders for Purchase Orders: Procore allows change orders on purchase orders. Since Adaptive does not have separate change orders for purchase orders, all changes are merged into a single purchase order:

  1. The original purchase order lines are included first

  2. Change order lines are added to the same purchase order

  3. The total amount reflects the original value plus all change orders

Example:

  • Original PO: $192,000 with 6 lines

  • Change Order 1: +$7,000

  • Change Order 2: -$20,000

  • Final Adaptive PO: $179,000 with all original lines plus change order lines

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