Connecting Procore

Connect Cogram to Procore to sync RFIs and Submittals between a Cogram project and a Procore project.

Cogram integrates with Procore to synchronize RFIs (Requests for Information) and Submittals between the two platforms. Once connected, items created or updated in Procore are automatically available in your Cogram project.

Prerequisites

Installing the Cogram app in Procore is a company-level action. It must be performed by a Procore Company Admin on the account that owns the project. Project-level users and external collaborators (such as architects or consultants invited into a GC's Procore project) cannot install Marketplace apps.

Before you begin, confirm the following:

• You have a Cogram account and at least one Cogram project.

• A Procore Company Admin on the relevant Procore account is available to install the Cogram app. This is required even if you are the one who will use the integration day-to-day.

If you don't own the Procore company account

If your firm is an external collaborator — for example, an architect or consultant invited into projects owned by a General Contractor — the GC's Procore Company Admin must install the Cogram app on their account. You can share the following with the GC's admin:

We use Cogram to manage meeting minutes, RFIs, and submittals. To enable the integration with your Procore project, we need the Cogram app installed on your Procore company account. This is a one-time setup that takes about five minutes. The steps are below.

Once the GC's admin completes the installation and grants the app access to the relevant project, you can connect and use the integration from your Cogram account using the project-level permissions you already have.

Step 1: Install the Cogram app in Procore

These steps must be performed by a Procore Company Admin.

1. Sign in to Procore at app.procore.com.

2. Click the Apps icon in the top-right navigation bar.

3. Locate the Cogram app and click the Install button.

4. When prompted, enter Cogram's application identifier:

   4b3e8d37-8ec4-4493-a845-0266c119f7dd

Do not select a project during this step — the project search does not work reliably at this point in Procore's install flow. You will configure project access in the next step.

Step 2: Configure project permissions

Still in Procore as a Company Admin:

1. Open the Apps dropdown and select App Management.

2. Find the Cogram app in the list and click View.

3. Go to the Permissions tab.

4. Under Permitted Projects, select the project(s) you want to sync with Cogram.

5. Save your changes.

This grants the Cogram app access to RFI and Submittal data for the selected projects.

Step 3: Connect the project in Cogram

Once the Procore app is installed and the project is permitted:

1. Go to app.cogram.com/projects and open the project you want to connect.

2. Click Settings in the upper-right corner.

3. Select the Procore tab from the left sidebar.

4. Follow the prompts to authenticate and link the Procore project.

When the connection is complete, the Connection Details section will show that both RFI and Submittal permissions are active.

Troubleshooting

Problem	Cause	Solution
"Install App" button not visible	You are not a Procore Company Admin, or you are an external collaborator on the project.	Ask the Procore Company Admin on the account that owns the project to install the Cogram app.
Project not appearing in Permitted Projects	The app was just installed and the project list hasn't refreshed.	Refresh the page. If the project still doesn't appear, confirm the project is active in Procore.
Connection Details not showing permissions	The Procore admin hasn't granted the Cogram app access to the project.	Ask the admin to add your project under Permitted Projects in App Management.

FAQ

Can I install the Cogram app if I only have project-level access in Procore?

No. Procore restricts app installation to Company Admins. If you are an architect, consultant, or subcontractor invited into a GC's Procore project, the GC's Company Admin must install the app. Once installed, you can use the integration with your existing project-level permissions.

Does the GC's admin need to do anything after the initial install?

Only if you need to connect additional projects. The admin must add each new project to the Cogram app's Permitted Projects list. The initial install and first project setup is a one-time process.

Is my data shared between the GC and my firm?

The Procore integration syncs RFI and Submittal data that is already visible to both parties in Procore. Cogram does not expose any data beyond what you can already see in your Procore project.

For support, contact [email protected].