Set up 2-way-sync of issues in Procore
The Procore integration connects a CxPlanner project with a Procore project and synchronizes CxPlanner tasks and task history with Procore Observations and Observation logs.
When the Procore app is installed, it is granted project-level Admin permissions for Observations and Webhooks.
1. What is the Procore CxPlanner Sync App for?
The purpose of the integration is to synchronize:
- CxPlanner tasks with Procore Observations
- CxPlanner task history and comments with Procore Observation logs
- Status changes between CxPlanner and Procore
Synchronization can be configured as either manual synchronization or automatic synchronization.
2. Connecting CxPlanner to Procore
To connect a CxPlanner project to Procore, go to:
Project Settings → Procore
Enter the following values:
- Procore company ID
- Procore project ID
Then click Connect.
What happens when a project is connected?
When the connection is established, CxPlanner checks the Observation Types configured in the connected Procore project.
If an Observation Type named:
Commissioning-CxPlanner
does not already exist, CxPlanner creates it automatically.
CxPlanner tasks synchronized to Procore are created as Observations using this type.
The authentication token required for communication between the CxPlanner and Procore projects is stored by CxPlanner for future synchronization.
3. Synchronization Modes
CxPlanner provides two synchronization options:
- Synchronization
- Auto synchronization
3.1 Synchronization
Enable Synchronization to allow users to manually synchronize CxPlanner tasks with Procore.
When enabled, additional synchronization actions become available in the Tasks module. Users can synchronize:
- An individual task
- Multiple tasks in bulk
When only this mode is enabled, synchronization happens only when a user manually starts a sync.
This means that changes to Procore Observations or Observation logs are not automatically reflected in CxPlanner. Likewise, changes made in CxPlanner are only pushed to Procore when a manual synchronization is performed.
Note: While a manual synchronization is running, changes from Procore are not applied until the synchronization has completed.
3.2 Auto Synchronization
Enable Auto synchronization to keep CxPlanner and Procore synchronized automatically.
With Auto synchronization enabled:
- New and updated CxPlanner tasks are sent to Procore automatically.
- Task status changes are synchronized automatically.
- Observation changes in Procore are sent back to CxPlanner.
- Observation log updates are synchronized with CxPlanner task history.
- Deletions and supported updates are reflected between the two systems.
Auto synchronization uses Procore webhooks to notify CxPlanner when supported events occur.
4. Observation Status Mapping
When synchronization is enabled, the task status and the Can be closed state are kept aligned between CxPlanner tasks and Procore Observations.
The following mappings are used:
Procore Observation status | CxPlanner behavior |
|---|---|
Initiated | Open task where Can be closed is not set, or a task in Waiting or Reset |
Ready for review | Can be closed is enabled, meaning the task is marked ready to close |
Not accepted | Rejected in CxPlanner |
Closed | Task is in a closed-status column and Can be closed is cleared |
5. Webhooks
What are webhooks used for?
Webhooks provide near-real-time synchronization from Procore back to CxPlanner.
They allow CxPlanner to react when Observations or their logs are created, updated, or deleted in Procore.
How do webhooks work?
When Auto synchronization is enabled, CxPlanner creates the required webhook through the Procore API.
The webhook uses the namespace:
cxplanner-observation-syncUpdated on: 09/23/2026
Thank you!