Connect your Procore account
1
Open Settings
In CIM Build, navigate to Settings using the sidebar. Select Integrations from the Settings menu.
2
Initiate the connection
Locate the Procore Integration card. It shows the status message “Connect your Procore account to view and manage files” when disconnected. Click Connect.
3
Authorise in Procore
You are redirected to Procore’s authorisation page. Log in with your Procore credentials if prompted, then grant CIM Build access to your account.
4
Return to CIM Build
After authorising, Procore redirects you back to CIM Build. The Procore Integration card now shows Connected to Procore, confirming the link is active.
Each user connects their own Procore account. Connecting your account does not affect your teammates’ Procore connections.
Import files from Procore during upload
Once connected, you can import directly from Procore whenever you upload drawings or documents to a project.- Open your project and click Upload in the left sidebar.
- Choose your upload context (Tender Set, Addendum, Contract Set, or Revision) and file type (Drawings or Documents).
- In the upload zone, select Import from Procore instead of dragging local files.
- Choose your Company from the dropdown, then select a Project.
- Click Load Drawings to fetch the available drawings for that project.
- Select the files you want to import.
- Continue through the upload flow — assign disciplines, create or choose a revision set, and click Process.
Disconnect Procore
To remove the connection between your CIM Build account and Procore:- Go to Settings → Integrations.
- On the Procore Integration card, click Disconnect.
