Feature Overview

DADO Sync for Procore enables Drawings, RFIs, and Documents in Procore to be synced to DADO. Changes made in Procore will be instantly synced to DADO. For select document types, DADO Sync will also bring in the information keyed into Procore during document administration.

Helpful Links

Prerequisites

  • You must have an active DADO account.

  • You must have admin or member access to projects in Procore - all Procore permissions to access content is respected within DADO.

  • You must have the tools enabled in Procore for the content that you want to sync into DADO.

  • A Procore administrator must first install the DADO Sync for the Procore app in their Procore instance. In the Procore App Marketplace, go to the listing link and select install.

  • If you are not an administrator, you can submit a request for the app to be installed. Procore administrators will receive a request notification like the one below with a request and directions to install the app.

Request to install DADO Sync app in Procore

Setting Up Your Syncs for Each Procore Tool

Once you’ve completed the prerequisites, follow the standard steps to sync to DADO as described in the article Import Your Documents into DADO.

Selecting Sync Folders from Procore

All Sync connections that are set up in DADO follow a standard folder structure. Once you authenticate in DADO you’ll see a layout with nested folders in the following structure:

Company

⤷ Project

⤷ Document Type (Procore Tool)

⤷ Nested Folders

select project, document type, and subfolder to sync from Procore

Syncing Drawings

  • We suggest synchronizing Procore Drawings to Project Drawings in DADO.

  • You don’t need to set up templates - the metadata is automatically included from DADO Sync.

  • Next, establish your DADO Sync connection.

Syncing drawings from Procore to DADO

Pro Tip: Set your drawings to “auto review” in the Settings tab, and documents administered in Procore will be automatically available in DADO from the Documents tab.

Syncing RFIs

  • Procore RFI's will automatically create a new document type in DADO with .

  • You don’t need to set up templates - the metadata is automatically included from DADO Sync..

  • Next, establish your DADO Sync connection.

Additional Note: Attachments associated with Procore RFIs will also pass into DADO via DADO Sync.

Syncing RFIs from Procore to DADO

Syncing Documents

  • Create a custom document type - we recommend naming it after the specific document you’d want to access - for example, “Code Books”.

    • If you just want to import a catch-all, you can also sync to other documents but you won’t be able to use DADO Templates for these documents.

  • Create the standard RFI fields that you’ll want to tag and organize your documents by, like date, and who it’s assigned to. You’ll use these fields later to set up search notifications.

  • Next, establish your DADO Sync connection.

Syncing Documents from Procore to DADO

Once you establish DADO Sync for RFIs or Documents, we recommend using DADO Templates to automate your document administration.

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