Automate Procore & Square

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

Get This Workflow Built

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 ["Square"]
        A1(["Add Customer to Group"])
    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 Square operate independently, project managers often face delays in payment processing due to manual entry errors. For instance, when a new project is created in Procore, the associated payment details must be manually entered into Square, leading to discrepancies in project budgets. This not only wastes hours for the finance team but also creates confusion when reconciling project costs against received payments, ultimately impacting cash flow and project timelines.

Top Ways to Automate Procore & Square

Streamlined Invoicing: Automatically sync project expenses from Procore to Square, ensuring timely and accurate invoicing without the need for manual data entry.
Real-Time Financial Insights: Gain immediate visibility into project budgets and expenditures by integrating financial data from Square directly into Procore, allowing for better decision-making and resource allocation.
Enhanced Team Collaboration: Facilitate seamless communication between project managers and finance teams by automating updates and notifications, ensuring everyone is aligned on project status and financial health.

How to Build the Procore → Square Sync

Set up a webhook in Procore to listen for the 'New Project' event. This can be done by navigating to the Procore API settings and configuring the webhook to trigger on project creation.
Once the webhook is triggered, it will send a payload containing project details such as 'project_id', 'project_name', and 'client_information'. Extract these details from the webhook payload.
Use the Square API to create a new customer or payment record. Make a POST request to the endpoint https://connect.squareup.com/v2/customers to create a new customer using the extracted 'client_information' from Procore.
After successfully creating the customer, proceed to create a payment record by making a POST request to https://connect.squareup.com/v2/payments, including the 'project_id' and 'project_name' as metadata in the request body.
Test the integration by creating a new project in Procore and verifying that the corresponding customer and payment records are created in Square.

Developer Warnings & API Gotchas

Ensure that the 'client_information' in the Procore payload matches the expected format for Square's customer creation API; mismatches can lead to failed API calls.
Be cautious of the data types when mapping 'project_id' and 'project_name' to Square's metadata fields; Square may require specific formats that differ from Procore.
Check the webhook delivery settings in Procore to ensure that the payload is sent to the correct endpoint, as misconfigured URLs can result in lost data.

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 Square Add Customer to Group
When this happens in Procore... List of Admin - Company Offices

Do this in Square Change Inventory
When this happens in Procore... List of Admin - Form Template

Do this in Square Create Appointment
When this happens in Procore... List of Admin - Programs

Do this in Square Create Customer
When this happens in Procore... List of Admin - Project Bid Types

Do this in Square Create Invoice

SyncMatrix Experts

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