Automate Square & Procore

Stop paying for mismatched spreadsheets. Sync data between Square and Procore 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 ["Square"]
        T1(["Completed Payment"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Procore"]
        A1(["Create Bid Board Project"])
    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 Square and Procore operate independently, payment data from Square often fails to synchronize with Procore's project management records. For instance, if a payment is processed in Square, the project budget in Procore may not reflect this transaction, leading to inaccurate financial reporting. This discrepancy forces the accounting team to manually cross-reference payment records, wasting hours each week updating spreadsheets and reconciling accounts, which could have been automated.

Top Ways to Automate Square & Procore

Automated Invoicing: Seamlessly generate invoices in Square based on project milestones tracked in Procore, ensuring accurate billing and timely payments without manual intervention.
Real-Time Financial Reporting: Sync financial data between Square and Procore to provide stakeholders with up-to-date insights on project budgets, expenses, and cash flow, enhancing transparency and decision-making.
Streamlined Expense Tracking: Automatically import expenses from Procore into Square, allowing for efficient reconciliation and reducing the likelihood of discrepancies in financial reporting.

How to Build the Square → Procore Sync

Set up a webhook in Square to listen for the 'payment.created' event. This will trigger whenever a new payment is processed.
In your webhook configuration, ensure you extract the following payload data: 'id' (payment ID), 'amount' (payment amount), 'currency' (currency type), and 'customer_id' (associated customer).
Use the extracted data to format a POST request to Procore's 'Create Payment' endpoint: POST https://api.procore.com/vapid/payments.
In the body of your POST request, include the following JSON structure: {"payment_id": "", "amount": , "currency": "", "customer_id": ""}.
Test the integration by processing a payment in Square and verifying that the corresponding entry appears in Procore.

Developer Warnings & API Gotchas

Ensure that the 'customer_id' from Square matches the corresponding user in Procore; otherwise, the payment may not associate correctly with the project.
Be careful with currency conversions; if your Procore account is set to a different currency than Square, you must handle conversion logic before sending the payment data.
When extracting the 'amount', confirm that it is in the correct format (e.g., cents vs. dollars) to avoid discrepancies in financial records.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in Procore Create Bid Board Project
When this happens in Square... Fetch Custom Actions

Do this in Procore Create Budget Change
When this happens in Square... Item Variation

Do this in Procore Create Budget Line Item
When this happens in Square... List Appointment Service

Do this in Procore Create Call Log
When this happens in Square... Locations

Do this in Procore Create Catalog Item

SyncMatrix Experts

Available for Hire

We are an AI-powered automation team. We build custom, reliable API workflows that eliminate manual data entry.

Speak with an Integration Architect

We build custom API workflows that don't hit rate limits.

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