Introduction

CupixWorks supports integration with Procore, enabling you to link a CupixWorks project to a Procore project and manage RFIs, observations, and punch lists directly from SiteView using annotations.

This integration streamlines issue tracking by embedding 360° visual context into your Procore workflow—helping teams document site conditions, improve coordination, and accelerate resolution across platforms.

How to Integrate Procore with CupixWorks

To enable Procore integration in CupixWorks, both Procore and CupixWorks admins must complete the following steps:

• In Procore – A Company Admin installs the CupixWorks app from the Procore Marketplace.
• In CupixWorks – A Project Admin links the Procore project and creates an Annotation Group with Procore forms enabled.

Step 1: Install CupixWorks App in Procore

A Procore Company Admin must install the CupixWorks app in Procore.

1. Sign in to your Procore company account.
2. Go to the Procore Marketplace and search for CupixWorks.
3. Click the CupixWorks app, then click Install App.

Step 2: Link Procore Project to CupixWorks

After the app is installed, a CupixWorks Project Admin must link the Procore project.

1. In CupixWorks, go to the Project Setup in Project Admin Center and click Integrations.
2. Under the Procore section, click Link to Procore Project.
3. Sign in with your Procore credentials when prompted.
4. Select the appropriate Procore company and project, then click Link.
   

Once linked, the Procore project name will appear in the integration status panel.

Step 3: Create a Procore Annotation Group

To enable issue tracking through SiteView, create an Annotation Group connected to your Procore integration.

1. From Project Setup, go to Annotation Groups.
2. Click New Annotation Group.
3. Enter a group name and click Next.
4. Skip the Allowed Forms section by clicking Next.
5. Toggle on Add Procore Forms, then click Next.
6. Click Save and Close to finish.

You can now create RFIs, observations, and punch lists in SiteView using annotations.

Manage Procore Forms in SiteView

Once the integration is complete and an Annotation Group is configured, you can create Procore forms directly using the Annotations feature in SiteView.

Note: Only annotations created in SiteView are synced with Procore. Existing RFIs or observations in Procore are not imported into CupixWorks.

Sign in with Your Procore Account

You must be signed in with your Procore account to create or refresh Issues and RFIs in SiteView.

1. Open theleft menu and go toIntegration Status.
2. Click Sign In next to the Procore section.
3. Sign in with your Procore credentials and allow access when prompted.

Note: You must sign in from Procore using Cupix credentials even if you have already logged in from Cupix in order to see all annotations properly.

Create Procore Forms in SiteView

1. Open theAnnotations panel from the left menu.
2. Navigate to the desired location in SiteView and clickAdd Annotation within the Annotation Group linked to an Procore form.

3. Select the form type (RFI, Observation, or Punch List), then fill out the required fields to document the issue directly on the 360° capture.

   Note: For more details on creating annotations, refer to the Annotations article.

4. Click Save to create the annotation. The created item will be viewable in both SiteView and Procore.

   Note: A SiteView deep link is automatically added to the Question field, directing users to the exact location where the annotation was created.

Sync and Refresh Data

Annotations linked to Procore forms support one-way field synchronization from Procore after creation:

• Updates made in SiteView during creation are automatically reflected in Procore.
• After creation, the form fields become read-only in SiteView and can only be edited in Procore.
• Changes made in Procore can be reflected in SiteView by clicking theUpdate button.

Embed CupixWorks SiteView in a Procore Project

To allow direct access to SiteView from within Procore, you can embed a SiteView into a Procore project.

Note:

• Only SiteViews with public access enabled can be embedded into Procore.

  

• Features unavailable in public access mode—such as Annotations and OmniNotes—will not be visible within the embedded view in Procore.

To embed a SiteView into a Procore project:

1. Go to the desired project in Procore.
2. Click Select an App at the top right and go to App Management.
3. On the CupixWorks app, click View, then go to the Configurations tab.
4. Click Create Configuration.
5. Enter the following details:
   
   • Projects: Select the CupixWorks project.
   • Title: Name the configuration (e.g., “SiteView”).
   • CupixWorks Team URL: This is the team-specific URL, formatted as teamname.cupix.works.
   • CupixWorks SiteView ID: This is the ID portion from the SiteView URL (e.g., oc9djv from samples.cupix.works/sv/oc9djv?...).
6. Click Create.

To access the embedded view:

1. Return to your Procore project.
2. Click Select an App, then choose CupixWorks – [Your Configuration Title] from the list.
3. The specified SiteView will load inside the Procore interface.