You connect Procore and Asite with a CDE integration that moves documents, revisions and metadata from the builder's Procore project into the client's Asite environment, and brings reviewed documents back into Procore. CDE Sync™ links both platforms through dedicated accounts, maps Procore fields to Asite attributes and logs every transfer.
Why builders on Procore submit into Asite
Asite is used by many owners, developers and public bodies, particularly in the UK and internationally, to hold a controlled record of documents and workflows across a project. Procore is widely used by builders to run construction. When the client mandates Asite and the builder runs Procore, every deliverable has to be submitted twice.
The double handling adds up. Document controllers download files from Procore, rename them to the client's numbering scheme, complete Asite attributes and upload. Client responses then have to be brought back into Procore so site and design teams can act. On a large building or infrastructure project, that cycle runs thousands of times and each run is a chance to submit the wrong revision.
What carries across between Procore and Asite
CDE Sync™ moves files with their version history and translates Procore fields into the attributes the client's Asite workspace requires. Document number, revision, status, discipline and document type arrive in the form the client expects. The return path can bring reviewed documents back into a nominated Procore folder with the outcome recorded. Every action is logged for audit.
The Procore and Asite integration pages describe each connector.
How to connect Procore and Asite, step by step
Agree the submission scope with the client: which document types go to Asite and what comes back.
Obtain the client's Asite workspace configuration, including mandatory attributes and numbering rules.
Request an Asite service account from the client's Asite administrator.
Arrange a Procore service account with access to the relevant project and folders.
Connect both platforms in the CDE Sync™ wizard and select Procore folders and Asite destinations.
Map Procore fields to Asite attributes and set the schedule.
Run a test submission, review it with the client's document controller, then switch on the full flow.
When a client changes platform price or policy
Builders sometimes find a client's platform requirements change partway through a project, whether through a new mandate, a renewed licence or a change in policy. A connection gives the builder flexibility. Procore remains the builder's working environment, and only the connection needs updating if the client's requirements shift.
The same flexibility helps the client. If the client later moves away from Asite, CDE Migrate™ can move the record with versions and metadata intact, and the builder's connection can be pointed at the new platform. Our article on connecting Asite and Autodesk Forma covers a related pattern.
For the builder, the most useful part of the connection is often the return path. Client comments and statuses arriving back in Procore mean site and design teams can act without anyone forwarding emails or downloading files from Asite. The document controller's role shifts from moving files to checking exceptions, such as a submission that failed a mandatory attribute, and the team spends more of its time on the content of the submissions instead of the mechanics.
Security for submissions
CDE Sync™ streams files directly between Procore and Asite without storing them, encrypts data in transit and processes them in the Azure region you choose, which suits UK, European and Australian residency requirements. Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
Procore, Asite and the Utopiaverse™
A Procore to Asite connection is part of the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps both aligned during delivery, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles moves onto or off either platform, and CDE Archive™ captures the record at completion. AI Insights searches Procore and Asite content together, with answers that cite the source files. See also How Do I Connect Procore and Oracle Aconex? and How Do I Connect Asite with ProjectWise or SharePoint?
See Procore and Asite connected in the monthly live demo, or talk to the team about your submissions.
