Connecting Procore

Connect Procore once and pull sheets straight into Notch — the current revision of any drawing, with Procore's own sheet numbers and titles already on it — then publish your markups back to Procore Documents.

Procore runs the project. Notch is where the drawings get worked: markups, calibrated takeoff, revision compare. Connecting the two means you stop downloading a sheet, marking it up, and uploading it back by hand.

Before you start#

Someone with company admin rights in Procore installs the Notch app once, for the whole company. After that, any Notch member connects their own Procore account in a few seconds.

Install the app in Procore#

1. In Procore, open Company Admin → App Management.
2. Find Notch and install it.
3. Installing is the whole job — there are no per-tool permissions to set. Notch acts as each signed-in person and sees exactly what they see in Procore.

Connect your account in Notch#

1. Go to Workspace settings → Integrations.
2. Click Connect on Procore.
3. Sign in to Procore and approve access. You'll come straight back to Notch.

Connections are personal. A sheet comes in through your Procore account and respects your Procore permissions — you can only import what you could already open in Procore. Every member connects their own.

Import drawings#

Click Import in the library and pick Procore. You'll browse the way Procore is organised:

Company → Project → Drawings → area → sheet

Each sheet imports as its current revision. Superseded revisions stay in Procore's log; Notch takes what's current, so you're never marking up a sheet that's been replaced.

You can also browse Documents for anything filed there rather than in the Drawings tool — folders and files, exactly as they sit in Procore.

Imported sheets land in your library like any upload: previews generate, and you can file them into projects, mark them up, measure them, and share them by link.

Publish back to Procore Documents#

A file you imported from Documents stays linked to it, and the cloud icon in the editor header shows it. When your markups are ready, open it and choose Sync. Notch exports the marked-up PDF and uploads it as a new version of the same file in Procore. The file keeps its name, and Procore keeps every earlier version, so nothing is overwritten.

If someone uploaded a newer version in Procore since you imported, Notch stops and asks you to update to it first, so their work is never buried.

A drawing that started in Notch (uploaded or emailed in) can be saved into any Documents folder you pick with Upload to a drive. After that it's linked, and later changes publish as new versions of that file.

You need permission to upload in that project's Documents tool. Publishing runs as your own Procore account.

Limits#

• PDFs, images, and scans — Procore drawings are always PDFs; files from Documents convert automatically when they're images or scans.
• Up to 250 MB per file.
• Procore limits how fast any app may call it, so a large set imports steadily rather than all at once.

Disconnecting#

Remove a connection any time from Workspace settings → Integrations. Drawings you already imported stay in your library — disconnecting only stops future imports through that account.

To remove Notch for the whole company, uninstall the app in Procore's App Management.

If something doesn't work#

• A project is missing — Notch shows the projects your own Procore account can see, so if it's missing there, it's missing here. Ask a Procore admin to add you to it.
• "App is not connected to this company" — the Notch app hasn't been installed in that Procore company. A company admin installs it once from Company Admin → App Management; every member's connection depends on it.
• "The provider refused this" — Procore is declining the request for some other reason, usually your own Procore permissions on that project. The message quotes Procore's own explanation. Reconnecting won't help; access is granted in Procore, not by signing in again.
• An area looks empty — sheets with no current revision aren't shown, because there's nothing to import yet.