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