> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/guides/connecting-procore.md). # Connecting Procore Connect Procore to keep RFIs (Requests for Information) and Submittals in sync between your Cogram and Procore projects. Once connected, items created or updated in Procore are automatically available in your Cogram project. ## Prerequisites {% hint style="warning" %} 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. Cogram is a Procore Custom App, not a Marketplace app. Do **not** search the Procore Marketplace for Cogram. {% endhint %} 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](https://app.procore.com/). 2. Open the **Company-level Admin** tool. 3. Under **Company Settings**, select **App Management**. 4. Click **Install App**. 5. Select **Install Custom App**. 6. Enter the following **App Version ID**: ``` 4b3e8d37-8ec4-4493-a845-0266c119f7dd ``` 7. Click **Install**, then confirm the installation. {% hint style="info" %} 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. {% endhint %} ## Step 2: Configure project permissions Still in Procore as a Company Admin: 1. In the **Company-level Admin** tool, under **Company Settings**, 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 every project you want to sync with Cogram. 5. Save your changes. After installation, the Company Admin must grant the Cogram app permissions to the relevant projects. This grants the app access to RFI and Submittal data for those projects. ## Step 3: Connect the project in Cogram Once the Procore app is installed and the project is permitted: 1. Go to the [Projects page](https://app.cogram.com/dashboard/projects) and open the project you want to connect. 2. Open the project's **Settings**. 3. Select the **Procore** tab. 4. Follow the prompts to authenticate and link the Procore project. {% hint style="success" %} When the connection is complete, the **Connection Details** section will show that both **RFI** and **Submittal** permissions are active. {% endhint %} ## Troubleshooting | Problem | Cause | Solution | | ---------------------------------------------------------- | ---------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Install App** or **Install Custom App** is not available | 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 Custom App through **Company-level Admin** → **Company Settings** → **App Management**. Do not search the Procore Marketplace. | | 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 . --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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