Linking your Procore projects to Samm when starting a new trial.
When you sign up for an Samm trial via Procore, you'll be asked which Projects you'd like to import.
What does this do?
Each Procore project you select here will have a corresponding project created for you automatically in Samm.
Then, once you've activated your Samm integration, the details of these projects will be kept synced with Procore.
- The project details will keep up to date with changes made in Procore (e.g. to the project name, number and address).
- Any users who have been added to the project in Procore and who also exist in Samm, will be added to the Samm project.
- Any forms, actions and memos created in Samm, will be saved in Procore as well (in PDF form) - so that you always have easy access to the forms being created on site, whether you're using Procore or Samm.
Which projects should I add?
When you're signing up for a trial, you might not yet want to add all of your projects to Samm.