Automate Procore & Smartsheet

Stop paying for mismatched spreadsheets. Sync data between Procore and Smartsheet in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Procore"]
        T1(["List company vendors"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Smartsheet"]
        A1(["Add Attachment to Row"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Procore and Smartsheet operate independently, project managers often face significant data discrepancies. For instance, when a new project is created in Procore, critical details such as project name, start date, and budget may not automatically transfer to Smartsheet. As a result, project coordinators must manually enter this information into Smartsheet, leading to wasted hours and potential errors in project tracking and reporting. This manual data entry can cause misalignment between teams, particularly when deadlines are tight and accurate project visibility is crucial.

Top Ways to Automate Procore & Smartsheet

Automated Data Synchronization: Ensure that project details, timelines, and budgets are automatically updated across both Procore and Smartsheet, eliminating the risk of data discrepancies and manual entry errors.
Real-Time Notifications: Receive instant alerts for any changes made in either platform, keeping all team members informed and aligned, thus enhancing collaboration and decision-making.
Streamlined Reporting: Generate comprehensive reports that pull data from both Procore and Smartsheet, providing stakeholders with a unified view of project performance and facilitating timely adjustments.

How to Build the Procore → Smartsheet Sync

Set up a webhook in Procore to listen for the 'New Project' event. This can be done via the Procore API by configuring the endpoint to receive notifications when a new project is created.
In your webhook payload, extract the following data fields: 'project_id', 'project_name', 'start_date', and 'budget'. This information will be essential for creating a new project in Smartsheet.
Use the Smartsheet REST API to create a new row in the target sheet. The endpoint to POST to is: https://api.smartsheet.com/2.0/sheets/{sheetId}/rows. Make sure to replace {sheetId} with the ID of your target Smartsheet.
Construct the JSON body for the POST request using the extracted data: {"toTop": true, "rows": [{"cells": [{"columnId": {columnIdForProjectName}, "value": project_name}, {"columnId": {columnIdForStartDate}, "value": start_date}, {"columnId": {columnIdForBudget}, "value": budget}]}]}.
Test the integration by creating a new project in Procore and verifying that the corresponding row is created in Smartsheet with accurate data.

Developer Warnings & API Gotchas

Ensure that the column IDs in Smartsheet correspond correctly to the data fields being sent from Procore. A mismatch here could lead to data being placed in the wrong columns or not being recorded at all.
Be aware of the data types for each field; for example, the 'start_date' in Procore may need to be formatted as an ISO 8601 string before being sent to Smartsheet.
When testing, remember that Procore may send multiple webhook notifications for a single project creation event. Implement logic to handle duplicate entries in Smartsheet to avoid redundancy.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Procore... List company vendors

Do this in Smartsheet Add Attachment to Row
When this happens in Procore... List of Admin - Company Offices

Do this in Smartsheet Add Discussion to Row
When this happens in Procore... List of Admin - Form Template

Do this in Smartsheet Add Row to Sheet
When this happens in Procore... List of Admin - Programs

Do this in Smartsheet Copy Folder
When this happens in Procore... List of Admin - Project Bid Types

Do this in Smartsheet Copy Row

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I can see you're looking at mapping Procore to Smartsheet. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?