QR Mobile Data - Procore Integration

Integration of QR Mobile Data to Procore allows you to automatically create a pdf document in the documents folder of the specific project for which you are filling out a form, or in the company wide documents folder. For each form, you select if the field records completed using this form should be saved in a project or company documents, as well as optionally specify a folder where the documents should be saved.

• Under Integrations tab, click link “Connect Procore Account”.
• You will be asked to log into your Procore account and confirm connection.
• After connection is established, your Procore Status will change to “Connected”.

Linking QR Mobile Data Forms To Procore

After your QR Mobile Data account is connected to Procore, you can link any mobile form to Procore documents. If linked, each time the form is submitted a pdf document with the results of the submission will be created in the specified Procore documents directory.

How To Link QR Mobile Data Form to Procore Documents

• When you create a new form, scroll down to the Procore Link section, and select if you would like to store pdf documents for the records submitted using this form in the company level documents, or in the project level document (depending on whether the data collected using this form are project specific or these data are relevant to the entire company).
• If you selected Project Level Procore link, you will need to create a field named Procore Project for this form - the name should be spelled exactly like this, case sensitive. When employees are filling out the form, they will enter or select Procore project number for submitted record.
• Optionally enter the name of the folder where you want to store the documents (just the name, not the full path, e.g. SafetyForms).
  Important: - it should be a first level folder under the root documents folder.
• If you leave the name of the folder blank, or the folder with this name does not exist under the documents root folder, the documents will be stored in the folder named QR Mobile Data Files. If this folder does not exist, it will be automatically created.
• Once it is done, each time this form is submitted a pdf record will be automatically created and saved in the Procore documents in the designated location.
• If the record is updated after the initial submission, a new version of the document will be created.

Custom Template For The PDF document

In order to create PDF documents for the forms submission, you need to create a custom MS Word template (.docx format) where you will define the look and layout of the PDF document, and what data should be included. You can include inspection date and location, information on the inspected item, any data that were filled out in the form, images that were taken and attached to the form and the collected signature, if applicable.

You can find more information on pdf reports and instructions on how to create MS Word template for the padf reports here.