---
title: "How To Use The \"Procore\" Integration"
description: "How To Use The \"Procore\" Integration"
---

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# How To Use The "Procore" Integration

You will have the ability to import cost data from your "**Procore**" project budgets once the "**Procore**" integration is successfully installed. See "**How To Install The "Procore" Integration**" article. In order to import cost data from your "**Procore**" project budget, follow these steps.

1\. Select desired project from the Project Database page.

2\. Select the desired historical project record. Historical project records are identified with an "**H**" on the left.

3\. Click on the "**Cost Data**" tab.

4\. Navigate to the "**Cost data can be imported from Procore**" area and click the "**Start Import**" button.

![](https://lp.zebel.io/hs-fs/hubfs/image-png-Mar-04-2026-06-25-06-8407-PM.png?width=1695&height=914&name=image-png-Mar-04-2026-06-25-06-8407-PM.png)

5\. Select the desired "**Procore Company**" from the first dropdown.

6\. Select the desired "**Procore Project**" from the second dropdown.

7\. Select the desired Procore "**Budget View**" from the third dropdown.

8\. Select the desired "**Budget Column**" which you wish to import from the fourth dropdown.

9\. You will have (3) options for "**Cost Code Mapping**". These are "**Auto Match Cost Codes**", "**Previous Mapping Template**" & "**None**".

![](https://lp.zebel.io/hs-fs/hubfs/image-png-Mar-04-2026-06-26-26-5819-PM.png?width=1148&height=1128&name=image-png-Mar-04-2026-06-26-26-5819-PM.png)

10\. If your Procore cost codes match those in your Zebel template, the "**Auto Match Cost Codes**" is the best option. Select "**None**" if the Procore cost codes will not match those in your Zebel template. The "**Previous Mapping Template**" option can be used if you have previously mapped cost data and saved the mapping template.

11\. Once a "**Cost Code Mapping**" option has been selected, click on the yellow "**Continue**" button located on the lower right corner.

12\. You will see all of the "**Procore Cost Codes**" listed vertically to the left, "**Mapped Zebel Cost Codes**" listed vertically in the middle column and your Zebel template cost codes listed vertically on the right column.

13\. You have the ability to "**drag & drop**" cost codes from your Zebel template listed on the right column to the corresponding "**Procore Cost Codes**" listed vertically on the left.

14\. In addition to the "**drag & drop**", you can also click the "**+**" button in the "**Mapped Zebel Cost Codes**" column in order to map cost codes from your Zebel template to the corresponding "**Procore Cost Codes**" to the left. The "**+**" button allows you to select multiple cost codes from your Zebel template at a time.

15\. You also have the ability to allocate a specific % of your Zebel template cost codes to their corresponding "**Procore Cost Codes**". By default all allocations are set to 100%. However, for example, you can allocate 50% of the same Zebel template cost code to one Procore Cost Code and the remaining 50% to another Procore Cost Code if you wish to do so.

![](https://lp.zebel.io/hs-fs/hubfs/image-png-Mar-04-2026-06-30-42-6601-PM.png?width=1692&height=1291&name=image-png-Mar-04-2026-06-30-42-6601-PM.png)

16\. Once you have finished mapping cost codes from your Zebel template to their corresponding "**Procore Cost Codes**" click the yellow "**Import Cost Codes**" button located in the lower right corner.

17\. A pop up "**Import Cost Codes**" box will appear. "**Confirm**" you are going to import cost codes from Procore into the Zebel historical project. Here you will also have the option to "**Save this mappping as a template for future imports**".

18\. If you check the "**Save this mapping as a template for future imports**" you will be asked to give this template a "**Name**".

19\. Click the yellow "**Import Cost Codes**".

![](https://lp.zebel.io/hs-fs/hubfs/image-png-Mar-04-2026-06-31-23-1498-PM.png?width=1694&height=1289&name=image-png-Mar-04-2026-06-31-23-1498-PM.png)

20\. Your "**Procore**" budget cost data is now mapped and imported to the Zebel historical project record. You will see the following message "**Procore Data was imported by User Name on Month Day, Year at Time**". Ie. the system automatically logs the user who imported the data and sets a date and time stamp as well.

![](https://lp.zebel.io/hs-fs/hubfs/image-png-Mar-04-2026-06-32-02-3570-PM.png?width=1692&height=918&name=image-png-Mar-04-2026-06-32-02-3570-PM.png)

Please note that when you save a mapping template for future imports, the effort required to map cost codes from your Zebel template to their corresponding "**Procore Cost Codes**" will be greatly reduced. We highly recommend saving mapping templates for future imports.

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