PROCORE Integration Instructions & Requirements
This integration from Tenna to PROCORE allows your project managers to see daily log and/or equipment information quickly and easily. Tenna has created an app to be installed into PROCORE that utilizes the new Tenna DMSA platform, you simply need to follow the following instructions in PROCORE to add the Tenna app.
💥Integrations is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at help@tenna.com or call 888.836.6269.
In this article:
Benefits of the Tenna/PROCORE Integration
Installing the Tenna App within Procore
Data Flow
Feed the Daily Log
Asset site utilization flows from Tenna into the PROCORE Daily Log, including asset identification information, operator/driver, accurate locations, and hours/miles.
Note: This functionality has been deprecated by Procore and may be retired in the future.
Sync Tenna Assets as PROCORE Equipment
- Users can enable functionality to sync Tenna assets as PROCORE equipment.
- Equipment records can be created in PROCORE from Tenna based on one or more selected asset category types in Tenna, such as "vehicle", "equipment", and "attachments".
Update Equipment Records with AEMP Data
- If the Equipment feature is enabled, the AEMP feature can also be enabled.
- This functionality provides additional updates to equipment records in PROCORE with AEMP-provided data points.
Automate Project Data
Digitize Your Data
Benefits of the Tenna/PROCORE Integration
Improved Visibility and Connectivity
Enhanced Collaboration and Communication
Protection of Capital Investments
Decision Making
Installing the Tenna App within PROCORE
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- Search for Tenna in the Procore App Marketplace (https://marketplace.procore.com/).
- 2
- On the Tenna page in the Procore App Marketplace, click "Install App" on the top right.
- 3
- Click "Install" on the Install App pop-up window.
Once the installation is complete, an "Installation Successful" window will be displayed.
- 4
- Click the "X" to close out of the pop-up window.
An "Add Permitted Projects" screen will be displayed.
- 5
- Use the dropdown menu to select all projects you want to integration with Tenna.
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- Select the checkbox at the bottom to automatically add the permissions to all new projects.
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- Click "Add".
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- On the "Create Configuration" screen, select BOTH "Global Projects Config" and "Company Level Config".
- 9
- Enter "Tenna" in the Title field.
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- Click "Create".
Enabling the Integration within Tenna
NOTE: You must have a Power User identified and set up with a Tenna account to complete the following. If you are unsure who is a Power User in your organization please contact Tenna Customer Success at 888.836.6269. To add a new Power User or modify an existing user, see How to Create Users and Contacts (Desktop).
- 1
- Click on "Settings" on the top right.
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- Click on the "Integrations" tab.
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- Select "Project Management" from the Integrations landing page.
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- Click "Get Started" under Procore.
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- Click "Continue" to confirm all steps have been completed within Procore.
Important! All steps in the Installing the Tenna App within Procore section above must be completed before moving forward.
- 6
- Enter your Procore Company ID and click "Submit".
- 7
- Make changes to Procore Settings, as needed, and click "Update Settings".
This page allows you to update the company ID specify to your desired data synchronization settings.
If Daily Logs is enabled, the first checkbox will always be checked since Tenna will always report assets that logged site utilization. The second checkbox allows you to select which tracker types will report assets that are present on a site with no utilization, including the non-powered assets.
If Equipment is enabled, you can select the category types of assets to create or update as Equipment records within your Procore company.
- 8
- Click "Settings" on the top right.
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- Click the "Configurations" tile.
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- Click "Utilization".
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- If you have an active OEM integration, you can add the equipment from the OEM integration into the Procore daily log. Toggle the "AEMP Configuration" on to enable this.
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- Click "Yes, Enable" to confirm.
Important! If you have correctly followed these steps and do not see data transferred into Procore's Daily Log for Sites/Projects with asset utilization, there may be a configurable fieldset for the Daily Log. Login to Procore to remove any configurable fieldsets for the Daily Log.
Data Mapping
PROCORE Project Mapping
PROCORE Projects are detected from Tenna Sites via an automated process that users cannot override.
- First Match: The integration looks for a Tenna site with the exact same Project/Site Number as the PROCORE project.
- Second Match: If no number match is found, it looks for a Tenna site with the exact same Project/Site Name.
- No Match: If neither is found, the PROCORE project is skipped for that run.
Tenna Asset to PROCORE Equipment Mapping
Tenna Asset to PROCORE Equipment Status Mapping
Tenna allows multiple statuses to be applied whereas PROCORE does not. As such, we will need to ensure appropriate mapping and priorities. You cannot add new status “type” values, these are limited on the PROCORE side.
Data Written to the Daily Log
For each asset, an entry is created/updated in the project's Daily Log Equipment Log.
Important! Daily Logs must be unapproved in PROCORE for entries to be written. The integration skips approved/read-only logs without failure.
NOTE: For questions, reach out to the Tenna Integrations Department integrations@tenna.com.