Procore Account Migration

Please follow the steps below to migrate from the service account to the DMSA setup.

1) Install the new app from the Procore Marketplace (version 3.0)


2) Authorize projects to be viewed by the app


3) Uninstall the old app if currently installed & reconfigure the embedded screens integration if you had it previously set up.
4) Get the company Procore URL + project Procore URL
5) Go to the project in Facility Grid and under project settings -> Procore Integration, enter the company + project URL and click “Convert”.