Quick Answer
The Synergy Procore integration bridges your project management and construction operations by utilizing Zapier & Make (no native integration). This setup automatically syncs project financial data and time tracking logs to streamline construction accounting workflows for operations and finance teams. Connecting these platforms eliminates manual data entry between your administrative systems and field management tools.
Synergy vs. Procore: Platform Overview
| Feature / Attribute | Synergy | Procore |
|---|---|---|
| Category | Project Management | Construction Management |
| Starting Price | $20 per user/month, billed annually (Professional plan) | $375 per month, billed annually (Core plan) |
| Core Features | Project financial management, Resource allocation planning, Time and expense tracking, Advanced project budgeting, Client invoicing workflows | Construction drawing management, Subcontractor compliance tracking, Field productivity logging, Project document control, RFI and submittal management |
| Role in This Integration | Provides project financial data, budgets, and time tracking logs. | Acts as the destination for construction management data, drawing records, and field logs. |
Why Connect Them
Implementing a Synergy Procore integration directly addresses the operational friction between back-office accounting and on-site construction management. Because connecting Synergy and Procore automatically syncs project financial data and time tracking logs to streamline construction accounting workflows, your operations team can bypass tedious administrative tasks. Instead of manually exporting reports or re-entering employee hours across separate systems, your workforce maintains accurate, real-time records. This vital alignment helps project managers keep budgets on track, ensures accurate client invoicing, and reduces administrative errors across both platforms.
Step-by-step Setup Guide
Step 1: Review Prerequisites and Account Permissions
Before building your automation workflow, ensure you have active accounts for Synergy and Procore, along with a connected subscription to your chosen middleware. Verify that you hold administrative or configuration permissions in both platforms so you can authorize API connections, generate necessary access tokens, and approve data-sharing permissions between systems.
Step 2: Establish the Middleware API Handshake
Because there is no native connection between the two tools, log into your automation platform to establish the link. Create a new scenario or zap, select Synergy as your trigger app, and authenticate your account using your API credentials. Next, select Procore as your action app and complete the secure authentication process to link your construction management workspace.
Step 3: Define Triggers and Field Mappings
Configure your automation trigger in Synergy—such as a new time tracking log submission or an updated project financial budget. Map the corresponding data fields from Synergy to the correct fields in Procore. Pay close attention to unique identifiers like project names, user IDs, and expense categories to ensure that financial data and time logs land in the exact correct project folder within Procore.
Step 4: Test the Integration Workflow
Run a live test of your newly configured automation using a sandbox or dummy project record. Trigger the data transfer from Synergy and check your Procore account to verify that financial figures and time tracking entries populate correctly. Review any error messages or formatting warnings flagged by your middleware platform to ensure data integrity before scaling up.
Step 5: Go Live and Monitor Performance
Once testing is successful, toggle your automation zap or scenario to active status. Your system will now run automatically in the background, syncing financial records and time logs without manual intervention. Establish a periodic review schedule to monitor sync histories, catch any API token expirations, and ensure smooth data flow as your project volume scales.
Common Troubleshooting Issues
Authentication Token Failure
- Symptom: Your automated workflow stops running and displays an authorization or permission error when attempting to connect to either platform.
- Likely Cause: The API key or user authentication token used to link Synergy or Procore has expired, or the connected user account had its password changed.
- Fix: Re-authenticate your account within Zapier or Make by generating a fresh API token from your software settings and reconnecting the app module.
Unmapped Data Field Errors
- Symptom: Data triggers from Synergy successfully, but the automation fails at the Procore step, flagging a missing required field.
- Likely Cause: A mandatory field in Procore (such as a specific project ID or cost code) was left blank or unmapped during the configuration stage.
- Fix: Open your zap or scenario builder, review the field mapping configuration, and ensure all mandatory Procore fields are assigned to valid data outputs from Synergy.
Time Zone Discrepancies in Logs
- Symptom: Time tracking logs synced from Synergy appear with incorrect dates or shift by several hours when they arrive in Procore.
- Likely Cause: Mismatched time zone settings between your Synergy user profile, your Procore project workspace, and your automation platform.
- Fix: Check and align the time zone configurations across all three environments to ensure consistent timestamp generation for all time tracking entries.
Duplicate Data Entries
- Symptom: You notice multiple identical time tracking entries or repeated financial updates appearing inside Procore for a single Synergy action.
- Likely Cause: The trigger event was duplicated, or multiple testing runs were left active alongside the primary live automation workflow.
- Fix: Pause all active workflows in Zapier or Make, clean out the duplicate records in Procore, and ensure only one unique trigger rule is active for that specific data path.
Frequently Asked Questions
Does Synergy integrate natively with Procore?
No, there is no native integration between Synergy and Procore. Teams looking to connect these platforms must use third-party integration tools like Zapier & Make (no native integration) to automate data transfers between the two systems.
What data can be synced using a Synergy Procore integration?
The integration connects Synergy and Procore to automatically sync project financial data and time tracking logs to streamline construction accounting workflows. This setup bridges the gap between Synergy's project budgeting capabilities and Procore's specialized construction management environment.
Do I need coding experience to set up this integration?
No coding experience is required to build this workflow. By utilizing automation platforms like Zapier or Make, operations teams can connect Synergy and Procore using visual, no-code configuration builders and pre-set triggers.
How much do Synergy and Procore cost per month?
Synergy starting prices begin at $20 per user/month, billed annually for their Professional plan. Procore starting prices begin at $375 per month, billed annually for their Core plan.
How often do the financial records sync between platforms?
Depending on whether you choose Zapier or Make and which plan tier you use, automations can run in near real-time whenever a designated trigger event occurs within your Synergy software.
Can I sync subcontractor compliance data with this integration?
The primary focus of a third-party automation via Zapier or Make is project financial data and time tracking logs. Subcontractor compliance tracking remains a feature managed natively within Procore's dedicated toolset.
Get Started with Your Tools
Ready to streamline your construction accounting and project management workflows? Explore the platforms today:
- Try Synergy
- Try Procore
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