Procore Integration Installation Guide
for myCOI Customers

Instructions

Install myCOI Insurance Compliance Software App

Log into Procore

Select the “Select an App” dropdown in the upper right corner of your Procore Screen.

Select ”Marketplace”

Search for myCOI

Select the myCOI APP

Select “Install App”

Select Install again

Select the X to close out of the “Installation Successful” Screen.

Select Skip on the “Add Permitted Projects” screen


Setting up Project Permission Template for myCOI user

Go to the Company Tools dropdown and select Permissions.

Select “Project Permission Templates”

Select “Create Project Permission Template”

Select Project (Global) – Assign to all Projects

Name the permission Template “myCOI Integration” and select confirm

Select the Admin button in the Permission Tools line.

Select Save

Add projects to myCOI User

Access Company Users and locate the myCOI user and select Edit

– myCOI-insurance-compliance-software-xxxxxxxx (i.e. mycoi-insurance-compliance-software-0c4deaea)

Scroll to the bottom of the user profile and select “Select Default Template”

Select the Project Template you just created (myCOI Integration) and then select Apply.

Select the two boxes under New Project Settings.

Scroll to the “Projects the [user name] Does Not Belong To section” and select “Add All”

  • This will give this user access to all projects and allow data to be passed between myCOI and Procore for these projects.

Select Save at the bottom of the user profile.

Add Ability to Create Projects, Vendors, and Commitments from Procore to myCOI (optional)

Under App Management select Edit next to your myCOI App.

Select Configurations tab

Select “+ Create Configuration”

Check both boxes, enter a title (the title is what your end users see when accessing the Procore Side Panel), and enter “secure” as your subdomain.

Select the Create button.

Send Email to myCOI

Send an email to support@mycoitracking.com to let them know all steps have been completed.

  • Subject: myCOI Procore App Installation complete
  • Body of email: Please include the following in the body of your email –
    • [Enter your company name] has completed installing our myCOI App in Procore and is ready to complete the setup.
    • Please finalize the steps in myCOI so we may begin using the enhanced version of the myCOI Procore integration.
    • The Procore Company ID we are integrating is [Enter Procore Company ID]

*If you are using the commitments module in Procore, and your contract IDs in myCOI do not match your commitment IDs in Procore, you will receive additional information from myCOI on how to update this information before activating the integration.

Once we receive your email, myCOI will finalize the setup on our end and notify you when the transition is complete. You will then begin to see the enhancements to the compliance updates and have access to the myCOI Side Panel (when applicable) where you can push projects, vendors, and commitments from Procore to myCOI.

If you need assistance or have any questions, our Care Team is here to help Monday through Friday at support@mycoitracking.com.