Equipment

Agave Sync allows you to import Foundation Equipment Items to Procore Equipment.

Visual Mapping

Common Errors

The Category and Type Field is Required

Procore requires a value for Category and Type when creating Equipment. To populate these fields, we use the Primary Category No and Secondary Category No fields in Foundation, where:

1. The Procore Equipment Category matches to the Foundation Equipment Primary Category, and
2. The Procore Equipment Type matches to the Foundation Equipment Secondary Category.

You will want to make sure that you ahve added the Category and Type values in Procore as possible records in Foundation's Equipment Categories form. To have these records match:

1. In Procore, go to Equipment Settings by pressing the gear icon at the top left:

2. In parallel, in Foundation, go to Equipment-->Maintenance-->Equipment Categories:

3. You will want to make sure you have a corresponding Equipment Category in Foundation for each Procore Equipment Category and Type. Note the Description field in Foundation should to the text in Procore.