Set Up Procore Integration with CxPlanner
Overview
How do I integrate a Procore project with CxPlanner?
CxPlanner is available as an embedded app in the Procore App Marketplace. Once integrated, you can access and use CxPlanner directly from within your Procore project, allowing for a seamless workflow across both platforms.
When and why to use this
Use the Procore integration to streamline commissioning processes by linking your Procore project with CxPlanner.
- Enables side-by-side use of Procore and CxPlanner without switching platforms
- Supports both owners and third-party commissioning companies
- Maintains existing workflows—does not overwrite project data
- Allows easy navigation between tools
Integration scenarios:
- If you are the Procore project owner and have a CxPlanner license: You can perform the integration and project matching yourself.
- If you hired a commissioning firm that uses CxPlanner: The commissioning team needs to perform the project matching from their side.
Steps to integrate CxPlanner in a Procore project:
- The Procore project owner enables the CxPlanner embedded app from the Procore App Marketplace.
- A user with a CxPlanner license:
- Opens the Procore project.
- Selects the CxPlanner app from the app dropdown in Procore.
- Logs in to CxPlanner.
- Selects the relevant CxPlanner project and performs Project Matching.
Project matching
When CxPlanner is opened inside Procore, the system attempts to automatically match the Procore project ID with a CxPlanner project.
If a match is found:
- The CxPlanner project is opened directly inside the Procore interface.
If no match is found:
- Select an existing CxPlanner project to manually match to the Procore project.
- Or create a new CxPlanner project using the Procore project’s name.
Video demo
Behavior and results
- The embedded app opens the selected CxPlanner project within Procore.
- No data is synced or overwritten by default—CxPlanner runs in its own secure environment.
- Project matching is a one-time setup per Procore project.
Functionality | Description |
|---|---|
Embedded app location | CxPlanner app accessible via Procore's app dropdown |
Access control | Based on CxPlanner license and user login |
Workflow impact | No changes to existing workflows in either platform |
Matching flexibility | Supports new or existing project mapping |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can’t access CxPlanner in Procore | App not added to Procore project | Enable the app via Procore’s App Marketplace |
Login fails in CxPlanner embedded app | User doesn't have a CxPlanner license | Ensure the user is licensed and assigned |
Project not found during matching | No existing CxPlanner project with that ID | Manually select or create a new project |
Quick facts
- Requires: CxPlanner license + Procore project access
- Location: Procore → App dropdown → CxPlanner
- Affects: Project matching, embedded access, cross-platform visibility
Updated on: 07/25/2025
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