How the link between Samm and Procore Projects works.
You can now link Procore and Samm - to keep your Projects, Users and records in sync. Check out this article to see the steps to set this up.
Once you've connected Procore and Samm, you can:
- Create projects in Samm based on Procore projects
- Link existing Samm projects to Procore
In both cases, the project details will stay in sync with any changes made in Procore.
Create Projects from Procore
When you go to the Projects screen, you'll now have the option to create from Procore, using the Procore button. You'll be asked to log in to Procore if you aren't already logged in.
Select your project and confirm the project details by clicking Save.
Some details are not editable in Samm - if a project was created from Procore, these details must be managed in Procore. Any changes will be automatically synced back in Samm.
Select Procore project
Project successfully created
Project Members will also be added automatically - if there are users who have been added to the Procore project, who also exist in Samm, they'll be added to the Samm project.
Link Projects to Procore
You can also link your existing Samm projects to Procore.
To do this, go to the Project Details screen, which can be found in Project Home > Settings > Properties or by selecting the project from the Projects list under the Admin menu.
Go to properties
Link the project.
Click Link. Samm will try to match the project with a Procore project that has the same Project Number/Job Number. If there isn't a match, you may need to edit this in either Samm or Procore.
If there is a match, click Link again to confirm - the projects are now linked!
This means that your Project Details and Project Members in Samm will now be synced from Procore, and PDF copies of all of your Samm forms, memos and actions will be kept in Procore (see below).
Project Forms, Memos and Actions
Once you start creating Forms, Memos and Actions in Samm, a copy of those records will be kept in your linked Procore project automatically.
You'll find these in your project Documents in a folder called "Samm (company)".
That way if you predominantly use Procore, you'll always have easy access to a copy of the forms that are being completed on site in Samm.