You connect Procore and Autodesk Forma with a CDE integration that moves drawings, documents, versions and metadata between a Procore project and a Forma project on rules you set. CDE Sync™ links both platforms through service accounts, maps fields between them and keeps the folders you choose in step, so the design and construction teams each work in their own platform from the same current information.
Why Procore and Forma sit on the same project
Autodesk Forma is common among design teams and consultants working in Autodesk tools, while Procore is widely used by builders to run construction. On many building and infrastructure projects, design lives in Forma and construction lives in Procore. Issued drawings have to reach Procore for the site team, and site information such as as-built documents often needs to go back the other way.
When that exchange is manual, each drawing issue becomes a download, rename and upload cycle. Revisions get out of step, and the site team can end up building from a superseded drawing because the latest one has not been transferred yet.
What carries across
CDE Sync™ moves files with their version history and translates metadata between Forma attributes and Procore fields, including revision, status and document number. Folder structures can be kept the same on both sides or mapped to suit each team. Every transfer is logged, so you can confirm which revision reached Procore and when.
The Procore and Autodesk Forma integration pages describe what each connector supports.
How to connect Procore and Forma, step by step
Agree the exchange: for example issued drawings from Forma into Procore, and as-built documents back to Forma.
Have the Forma administrator add a service account to the design project.
Arrange a Procore service account with access to the relevant project and tools.
Connect both platforms in the CDE Sync™ wizard and choose the source and destination folders.
Map Forma attributes to Procore fields, including revision and status.
Set the direction and schedule, and test with a small set of drawings.
Confirm versions in Procore with the site team, then extend to the full scope.
Keeping design and site in step
The main benefit of a Procore and Forma connection is timing. When a designer issues a new revision in Forma, the site team sees it in Procore on the next scheduled run, without waiting for someone to transfer it. That shortens the gap in which a superseded drawing can be used on site. It helps to agree which Forma statuses should trigger a transfer, so only issued drawings reach Procore and work in progress stays with the design team. On the return path, agree which Procore folders hold as-built or site-verified documents, and which Forma folder should receive them. Recording those rules in the project's information protocol gives both teams a clear reference when the project grows or new parties join, and it makes onboarding a new subcontractor or design partner much simpler.
When the project changes platform
Sometimes the need is a permanent move, such as a builder bringing a project's history into Procore from another platform. That calls for CDE Migrate™, which moves the full record once with version history, metadata, folder structure and audit trails intact, and brings issues, RFIs and defects across as part of the migration. Read migration or sync to decide which fits.
Security
CDE Sync™ streams files directly between Forma and Procore without storing them. Data is encrypted in transit and processed in the Azure region you choose. Utopia Digital holds SOC 2 Type II and Cyber Essentials, and the detail is on the Security Trust Portal.
Procore, Forma and the Utopiaverse™
A Procore to Forma connection is part of the Utopiaverse™, Utopia Digital's connected record across every platform. CDE Sync™ keeps both aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles platform changes and CDE Archive™ captures the record at completion. AI Insights then searches design and construction content together. See also CDE Sync for Procore and How Do I Connect Autodesk Forma and SharePoint?
See Procore and Forma connected in the monthly live demo, or talk to the team about your project.
