CertiScan.IS — Procore Setup & Automation Guide

Prerequisites

• Procore Company Admin access.
• Your Client ID and Client Secret for the CertiScan.IS Data Connector.

Install & Permissions

1. Company level → App Management → Install App.
2. Choose Service Account (Client Credentials), paste Client ID/Secret.
3. Set permissions (least privilege):
   • Company: Directory = Read-only; Documents = Read-only; Reports = Read-only (optional); Webhooks API = Standard.
   • Project: Schedule = Read-only; Inspections = Read-only (or Standard if you want write); Daily Log = Standard; Directory = Read-only; Document Management = Standard; Documents = Standard; Incidents = Read-only; Observations = Standard; Reports = Read-only; Timesheets = Read-only.
4. Click the app → Add Projects → select projects to sync.
5. Company level → Webhooks: add Observations (created/updated/status change), optional Inspections/Checklists, Directory updates, Daily Log updates. Callback:/api/integrations/procore/webhooks.

What CertiScan.IS Automates

• Daily Manpower: aggregates check-ins per project/company; posts a single Manpower entry daily.
• Weather & Alerts: writes Weather log; if thresholds hit (heat/lightning), adds delay note and triggers CertiScan alerts.
• Observations → Safety Score: ingests observation events, classifies severity/repeat/time-to-close, and updates scores.