BlueRithm + Procore Integration
The Bluerithm integration with Procore was created to automate common overlapping workflows and activities between the platforms.
Observation and Issue Priorities
A configuration form in BlueRithm can be used to update all existing issue priorities in a single operation, if desired.
Observation Title and Issue Identifier
Connect to a Procore Project
Synchronize Procore Observations and BlueRithm Issues
Push: When push is enabled any Issues created or updated will create/update the corresponding Procore Observation. Any Issues that previously existed before the Procore Project connection will be pushed via the Function App that runs every three minutes. Any issues that use custom Priorities will not be synced until the Issue is updated with the allowed Priorities.
Pull: When pull is enabled any Procore Observations created or updated will create/update the corresponding Issue. Any Observations that previously existed before the Procore Project connection will be pulled via the Function App that runs every three minutes.
Two-Way: Two-Way Sync implements both Push and Pull.
Continuous Sync: When the Continuous Sync option is selected in the Project Settings all changes are continuously synchronized between linked issues in BlueRithm and Procore regardless of the Sync Type (Push, Pull, Two-Way). The sync checks for the most recent update between the Issue (Entered Date, Last Owner Edit, Last Respondent Edit fields) and the Observation (Updated At field) and updates the latest changes.
NOTE: The profile that Procore Observations show for Created By, edits, etc. will be the Procore profile that was used to connect to the Procore project. It may be advisable to create a Procore profile specifically for BlueRithm to authenticate with so that Observations created and edited in BlueRithm are clearly shown as such in Procore. This Procore profile must have sufficient write privileges to create Observations.
Similarly, the profile that BlueRithm Issues will show Entered By, edits, etc. for will be the BlueRithm profile that was used to connect to the Procore project. It may be advisable to create a BlueRithm profile specifically to authenticate with Procore so that Issues created and edited in Procore are clearly shown as such in BlueRithm. This profile can be a guest profile so it won't count against your seat limit, but it must be set to an Account Admin role at least for the it's used to authenticate to the Procore project.
Files will not be synchronized between the platforms.