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Click on the Settings gear icon at the top right corner of your dashboard and select Integrations and Partners.
Hover over the Procore icon and click Install.
You may be asked to login to Procore. Make sure that you are using the Procore administrator account to set up the integration. Login using your company Procore administrator login credentials. Next, you will be redirected to zlien‘s Manage Procore settings page.
Select your most common project role and who you are typically hired by. This will determine how your projects are imported from Procore into zlien.
Helpful Hint: Your lien rights requirements often differ depending on your project tier. You can always update your project tier after the project has been imported into zlien if, for example, you are often the GC but sometimes may be a subcontractor.
Note: Many of zlien‘s default waiver forms require a property owner to be listed on the lien waiver. Make sure that your projects in Procore have an associated property owner contact.
Match your Procore project types to zlien project types. Procore project types can be customized in Procore under Toolbox > Admin > Project Settings. In zlien, your project type (like your project tier) often determines what set of lien rights requirements you need to follow.
Choose if you want to sync all active Procore projects or whether you want to exclude projects in certain stages from syncing to zlien.
Helpful Hint: Many companies exclude projects in the Bidding stage from syncing to zlien.
Select if you want to sync all current Procore projects or whether you want to limit the sync based on project creation date.
Optional: Turn on Lien Waiver Automation
When you approve an Invoice (Requisition) or record a Payment through Procore Commitments, zlien can automatically create and send a waiver request to your sub complete with all the project details and a place for your sub to e-sign.
How It Works
zlien will send a conditional waiver when invoices are approved in an open billing period in Procore. zlien an unconditional waiver when payment is recorded in Procore.
zlien will use the balance to finish in Procore to determine if the waiver should be partial or final form.
The waiver will be created automatically so long as the pay app or payment was approved in the current open billing period and the project is synced with zlien.
If the second line (Send lien waiver requests through zlien) is checked off, then zlien will email the waiver request to your subs. This allows your subs to electronically sign and send the waiver back straight to your zlien account. Any signed waivers collected back through zlien will automatically upload to the project in Procore.
Helpful Hint: zlien will send our standard lien waiver templates by default. zlien will send the state-required form if you’re working in one of the 12 states that have statutory waiver forms. If you’re working outside these 12 states, zlien will use a default template modeled after the California waiver form.
If you need to customize the waiver templates that are sent automatically through your Procore integration, you can create a custom waiver template by following these instructions.
Click Connect Procore Account to complete the integration and sync your projects.