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How to push a Project from FollowUp to Procore along with documents
Rachel Hughes
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0 step
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2 minutes
Followupcrm
Procore
1
Click on Projects
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Select the Project you would like to send to Procore
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Click on documents to see the documents that will get sent to Procore
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Make sure the files you want to send are in the root folder. In this case there is one Image will be sent to Procore, while pushing.
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Go back to the project.
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Click "Push to Procore"
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Your project is now in Procore. Click "View in Procore" to view the project in Procore.
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Click here.
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Click "Admin" to see all the info sent from Follow Up (If all options are not showing up in this dropdown - refresh the screen and try again)
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All the data sent from FollowUp can be seen here
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Click on Project Tools again
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Click "Documents" to see the documents sent from FollowUp, with the Project
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The image from the project in FollowUp, is now in the project in Procore
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