All of the following steps assume you have logged into your Procore company instance as an administrator.

If you have multiple companies in Procore, the steps below must be repeated for each.

Add the Anterra via Fivetran App

1. Navigate to Company Tools > Admin
   
2. Click App Management at the top right under COMPANY SETTINGS
   
   
3. Click the orange Install App button at the top right and choose Install Custom App
   
   
4. In the Install App pop-up paste this App Version ID: d7f8fbf2-4399-4dd6-b1db-84c6053cccbd and click Install
   
5. Click the Install button on the confirmation screen
   
6. The "Installation Successful" screen should appear which contains a link to this article, click the X at the top right to close.
   
7. On the "Add Permitted Projects" screen click Skip. The permissions need to be setup for all existing and future projects which will be done in the section below.
   
8. Continue to the Configuring Permissions section below to finish the setup

Configuring Permissions

Creating Permissions Template

1. Navigate to Company Tools > Permissions
   
   
2. Click Project Permissions Templates
   
3. Click the orange Create Project Permissions Template button at the top right
   
4. Click Project (Global) - Assignable to All Projects
   
5. Name the template Anterra and click Confirm
   
6. Click the radio button directly under Read Only
   
7. Scroll down to Budget Change Workflows and place a checkmark in View Complete Workflow History
   
   
8. Scroll down to Commitments Workflows and place a checkmark in View Complete Workflow History
   
9. Scroll down to Prime Contracts Workflows and place a checkmark in View Complete Workflow History
   
10. Scroll up to the top of the page and click the orange Save button (not pictured)
11. The permissions template is complete, proceed to the Assign Default Project Permissions section to make this template the default for the virtual user created by the App.
    

Assign Default Project Permissions

1. Navigate to Company Tools > Permissions or click User Permissions at the top if you are still in the Project Permissions Templates section from the steps above
   
2. Find the user prefixed with anterra-fivetran (or similarly named), c
   
3. l
   
4. Click the Actions button to the left and choose Assign Default Project Permissions
   
5. Click the Assign button next to the Anterra template made earlier
   
6. We have now completed assigning the default permission that will be used when this user is added to a project, in the next section we'll set the user up to have access to the historical and newly added projects.
   

Adjust Virtual App User Permissions

1. Navigate to Company Tools > Directory
   
   
2. Scroll down (usually near the bottom) is the No Company section which is where you should find the virtual user mentioned earlier which starts with anterra-fivetran (or similar) - click Edit next to this user
   
   
3. Scroll down to the PROJECT SETTINGS section and click the Add All button at the top right of the grid showing all of the projects that the user does not belong to (this may take a few minutes, and some customers have reported that Procore sometimes fails to add all projects requiring several attempts)
   
4. Once all of the projects are added the page refreshes, once that has happened be sure to click the option to add the user to all future projects automatically
   
5. Your setup is 100% complete and Anterra should start receiving your data shortly