Integration between the SYNCHRO Daily Log and Procore syncs Procore users and projects with the SYNCHRO Daily Log, allowing daily Labor and equipment quantities, together with Notes and photos captured in SYNCHRO Note and Crew to post into Procore Daily Reports, RFI’s and Safety Observations.

Both integrations are available on the Connections tab in the SYNCHRO Daily Log web portal. Integration with Procore software must be setup by a Project Administrator.

Please Note:

• Refer to Connect to Procore video in YouTube for further information 

• Any references to "NoteVault" refers to SYNCHRO Daily Log

• Bentley does not provide support for third-party applications 

Overview of Integration

The diagram below shows how SYNCHRO Notes and SYNCHRO Crew data is sent to Procore, once the integration has been configured..

• Notes tagged to Categories will be pushed to Procore under DailyLogs.

• Notes tagged to RFI or Safety Observation will initiate workflows in Procore according to the mapping setup during connection mapping.

• SYNCHRO Crew Labor will be pushed to Procore DailyLogs Manpower and DCR depending on the choice that is made during setup.

• SYNCHRO Crew Equipment will be pushed to DailyLogs Equipment in Procore.

• SYTNCHRO Notes photos and images will be under Project Tools Photos.

• Auto PDF reports will be pushed to a folder created under Documents called “NoteVault Daily Reports“.

Connection Settings

The Connection portal allows a SYNCHRO Daily Log administrator user to connect and authorize which Procore portfolio a user has access to, and to setup  project mapping.

1. Log into the SYNCHRO Daily Log web portal

2. Click on ‘USER SETTINGS’ (displayed as ☰) at the top left-hand side of the page.

3. Click on ‘Connections’.

4. Click on the Procore icon.

5. You will be re-directed to the SYNCHDO Daily Log Procore Connections page.

6. Log into your SYNCHRO Daily Log account (if it does not automatically do so).

7. Click on the 'Connect to Procore' button.

8. You will then be prompted to log into your Procore account.

9. Click on the 'Allow' button from the Procore pop-up asking you to authorize and give SYNCHRO Daily Log ("NoteVault" ) access to your account.

10. On the NoteVault Procore Connections page., select the Procore Company and Project you wish to connect to a SYNCHRO Daily Log project

11. Click on the 'Connect' button. 

Once connected  an auto-report will be generated every specified day at your specified time and sent out to your report recipients, depending on your project settings. 

1. When this occurs, the PDF Daily Report will also be uploaded into your Procore account under the 'Documents' tab.

2. Go to the Project Documents folder

3. Select the project name you connected, to locate a folder titled 'NoteVault Daily Reports.' 

The following screens show you how projects are mapped between SYNCHRO Daily Log and Procore. You can also look up projects and map the ones that are not already in the mapped list but are available in the dropdown list from both the Procore Project and the SYNCHRO Daily Log Project list.

Project Settings

The following is the main project settings menu for mapping details. Here you can map these additional details:

• Companies - map SYNCHRO Daily Log project subcontractors.to companies in Procore

• Users

• SYNCHRO Crew - This allows you to either accept the default options;

  • map Labor to manpower in Procore;
  • map Labor to DCR in Procore; or
  • map Equipment to Equipment in Procore, all under DailyLogs.

  • You can also opt out of some and only set the ones you would like to populate in Procore.

• SYNCHRO Notes - Allows you to enable categories so you can match with Procore project tools under Project Management (for example: DailyLogs, RFI, Observations, etc).

• Categories - SYNCHRO Daily Log has a simple list of Categories such as RFI, Safety Observations, Delay, Safety Hazards, etc.

  • You can map these list items to Procore Project Tools under DailyLog types such as Delay or Safety, and under RFI or Observation and its subtypes such as Quality and Safety.
  • Once these are set, Notes tagged to Categories in SYNCHRO Daily Log will be automatically pushed to DailyLogs, RFI and Observations down to a sub type level
  • RFI will be created as a draft and assigned to the initial RFI manager that can be set in mapping.

Categories Mapping

• SYNCHRO Crew Labor will be mapped automatically to Manpower and DCR type under DailyLogs.

• SYNCHRO Crew Equipment will be mapped automatically to Equipment type under DailyLogs. You have the option of excluding one or all if you choose not to push Crew data to Procore.

• Other categories such as Delays and Observations can be mapped to a DailyLogs type.

• RFI and Observation Safety categories are a special type of mapping that can be mapped to RFI in Procore and Safety Observations in Procore, respectively.

• RFI mapping will let you assign an initial Manager, so when the Note is pushed, it will create a draft of RFI in addition to pushing the note to the DailyLog Notes section. This can then be used as a trigger for RFI flow in Procore.

• Similarly. Safety Observations types or subtypes can be mapped to a related Category in SYNCHRO Daily Log. This will allow notes to push directly under those types and initiate any notifications or triggers depending on settings within Procore tools.

• Both RFI and Observations notes will be pushed to DailyLogs Notes as well.

• The following screen shows options for how Notes can be pushed to Procore along with any attachments.

• You have the option to exclude items from being pushed; by default, notes are pushed with categories and any attachments (photos, PDFs, documents, etc). You can then view those attached files inline with notes in Procore.

• In addition to all these new and improved integrations, we are also pushing the Daily

• PDF Report that was a part of the legacy integration. This will also be enabled by default when the project is mapped.

Procore DailyLog Report

This is the Procore DailyLog report that was set up for mapping. These are pushed from SYNCHRO Daily Log.

Daily Log Inspection notes

Manpower Log

Daily Construction Report

SYNCHRO Daily Log users can track skill levels on workers such as Foreman, Journeyman, Apprentice which are pushed into the appropriate column in the Procore DCR report. If another skill level is used, SYNCHRO Daily Log pushes these hours as “Other” in Procore.

Photos

Photos attached to notes in SYNCHRO Daily Log are automatically available in Procore Photos gallery.

SYNCHRO Daily Log Daily Reports