PEX Connector for Procore

Sync PEX expense transactions, receipts, tags, and notes with Procore. Set up Tag Manager tags, connect your Procore service account, and choose what to sync.

Procore is a popular suite of tools for construction management and accounting.

The PEX Connector for Procore lets you sync PEX expense transactions, receipts, tags or G/L codes, notes, and more with your Procore account. Besides posting PEX transactions to Procore, the connector can keep your PEX tags aligned with the latest projects, cost codes, and cost types in Procore so you avoid manual updates.

Note:

Auto-login for users in the Procore app is not available yet.

Setting up tags within PEX

Tags are essential for the PEX Connector for Procore. Set up at least one tag with a temporary value before you configure the connector. You can set up to three tags: Projects, Cost codes, and Cost types.

Projects tag

1. Go to Business settings > Tag Manager.

2. Click Add Tag.

3. Set Name to Procore Projects.

4. Add a Description such as “Project names”.

5. (Optional) Select Required if cardholders must use this tag on every transaction.

6. Choose Dropdown as the Type.

7. Click Add a new option and enter Test for both Display as and Option value.

   Note:

   After the connector is configured, Procore will supply real project values. Tag Manager still needs at least one option to save the tag—use Test as a placeholder for now.

8. Ensure Enabled is selected.

9. Click Save tag.

Cost codes tag

1. Go to Business settings > Tag Manager.

2. Click Add Tag.

3. Set Name to Procore Cost Codes.

4. (Optional) Add a Description such as “Cost codes”.

5. Select Required — cost codes are required for this integration.

6. Choose Dropdown as the Type.

7. Click Add a new option and enter Test for both Display as and Option value.

   Note:

   After the connector is configured, Procore will sync cost code options. You need a temporary option (e.g. Test) to save the tag initially.

8. Ensure Enabled is selected.

9. Click Save tag.

Cost types tag

1. Go to Business settings > Tag Manager.

2. Click Add Tag.

3. Set Name to Procore Cost Types.

4. (Optional) Add a Description such as “Cost types”.

5. Select Required — cost types are required for this integration.

6. Choose Dropdown as the Type.

7. Click Add a new option and enter Test for both Display as and Option value.

   Note:

   After the connector is configured, Procore will sync cost type options. You need a temporary option (e.g. Test) to save the tag initially.

8. Ensure Enabled is selected.

9. Click Save tag.

After tags are set up, they appear on the PEX transaction details screen. Cardholders and administrators can use them to categorize each transaction.

Note:

Once the Procore connector is configured, Display as and Option value for these tags are populated automatically from Procore.

Connect to your Procore account

After you log in to PEX and create your tags, follow these steps:

1. In PEX, open Apps in the left menu.

2. Select the Available tab.

3. Find PEX Connector for Procore and open the app tile.

4. Click Install, then Launch.

   

   Note:

   To install the connector, enable the following permissions: Edit business settings & apps, Manage cardholder, View card transactions. Enable them in My Profile -> Permissions.

5. Enter your Client ID and Client Secret in the corresponding fields.

6. Click Submit.

   • Your Company ID fills in automatically. If you have more than one company, select the one you want to sync transactions to.
7. Click Next.

Create a Procore service account

If you do not have a Client ID and Client Secret, create a service account in Procore:

1. Log in to Procore.

2. Open your profile, then select Account & Admin Settings.

3. In Company Settings on the right, select Service Accounts.

   
4. Click + New above the Company Settings menu.

5. Set App Type to Marketplace.

6. Set Marketplace App to PEX Connector.

7. Name the service account (for example PEX-Connector) and click Create.

8. Copy the Client ID and Client Secret and paste them into the connector fields in PEX. Copy the secret before you close the page—you cannot view it again later.

Directory (Admin) permissions

Your service account needs Directory (Admin) access so data can import into Procore.

1. Open your company Directory tool.

   
2. Find the service account and click Edit.

3. On the contact page, scroll to the permissions matrix. Configure access by selecting Admin for each tool in the matrix.

   
4. Click Save.

Choose what to sync

• Enable the first option to import all Procore projects into PEX as a tag.
• Enable the second option to import all Procore cost codes into PEX as a tag.
• Enable the third option to import all Procore cost types into PEX as a tag.
• Enable the fourth option to import PEX purchases as expenses in Procore. You can sync all transactions or approved only.
  • For transaction review, see How to review transactions with receipts, tags, and user notes.
• Enable the fifth option to attach PEX receipts to expenses in Procore.
• Choose a vendor from the list. PEX transactions post under this vendor in Procore. Create a vendor in Procore first if you need one.

Limit which projects sync

If you do not want every Procore project as a tag, turn OFF the first option (auto-create Procore projects as PEX tags). The connector then lets you pick specific projects.

Select projects on this screen. They appear only as option values under your Procore Projects tag.

Managing the connector

On the connector dashboard you can:

• View or edit configuration settings
• Turn project sync on or off
• View sync history
• Run a sync manually
• Disconnect from Procore

Support & Inquiries

See Accounting Software Connector Troubleshooting for more help.

For connector questions, email [e-mail].