Projects (Jobs)

Agave Sync allows for you to sync ComputerEase Jobs to or from Procore Projects.

Visual Mapping

Common Errors and FAQs

What are pre-requisites to syncing Projects from ComputerEase to Procore?

There are no pre-requisites. However, we recommend setting a filter beforehand to ensure only the Projects you plan to use in Procore are synced (e.g. to "Active" Projects).

Adding a Custom Field for "Customer" to Procore Projects

You may want to include the Customer name when syncing Projects to/from ComputerEase. However, Procore does not have a "Customer" field on Projects by default.

To add a Customer to Projects in Procore, you will need to add a custom field. To add a custom field:

1. From the Procore homepage, select Company Tools --> Admin:

2. Select Fieldset under Project Settings on the right-hand navigation bar:

3. Select the Custom Fields tab, and then press Create Custom Field:

3. Enter "Customer" as the Field Name, and select "Company" as the Field Type:

4. Return to the Fieldsets tab, and press Create New. Scroll down to the bottom of the page and enable Customer as a field and make it Required. Then press Save:

To sync a Customer to a Procore Project you will need:

1. Sync a Customer from ComputerEase to Procore or create it in Procore
2. Add the Customer to the Project Directory: you can add a Customer to your Project Directory by selecting Project Tools --> Directory. Select the Companies tab, and press Bulk Add from Co. Directory. Select the Customer you previously synced, and then press Add to Project.

What fields does Agave Sync "Auto-link" on?

Agave Sync will auto-link on the following fields for Projects:

• Name
• Address
• Code/Number

Can Agave Sync sync custom fields to Procore Projects?

Yes. Let your Agave Account Manager know which Custom Fields you would like to sync to.