You connect Procore and InEight with a CDE integration that moves documents, models and metadata between a contractor's Procore project and the owner's or principal contractor's InEight environment. CDE Sync™ links both platforms through dedicated accounts, maps Procore fields to InEight's schema and back, and logs every transfer.
Why Procore and InEight meet on capital projects
InEight is common on major capital projects in energy, resources and infrastructure, often run by owners or principal contractors who manage document control alongside cost and schedule. Procore is widely used by builders and specialist contractors to run their own scope. On large programmes, packages delivered in Procore regularly have to report into an InEight environment.
Without a connection, every document crosses by hand. Contractors export from Procore, renumber files to the InEight scheme, enter the required fields and upload. Responses and transmittals travel back the same way. On a programme with several contractors, this effort is duplicated across every package and the owner receives submissions of varying quality.
What carries across between Procore and InEight
CDE Sync™ synchronises documents and models with their version history and maps metadata between Procore and InEight. Document number, revision, status and discipline arrive in the form InEight expects, and responses can return to a nominated Procore folder. Every transfer is logged for audit and compliance.
The Procore and InEight integration pages describe each connector, and CDE Sync for InEight covers InEight in more depth.
How to connect Procore and InEight, step by step
Agree the exchange with the owner: which document types move to InEight and what comes back.
Obtain InEight's numbering, mandatory fields and transmittal requirements from the owner's document control team.
Request an InEight service account and arrange a Procore service account for the project.
Connect both platforms in the CDE Sync™ wizard and select folders on each side.
Map Procore fields to InEight fields, including status and revision rules.
Run a pilot exchange and check documents and responses on both sides.
Switch on the schedule and extend to further document types as needed.
Consistent submissions across contractors
Owners benefit when every contractor submits the same way. Connecting each Procore-based contractor to InEight with the same mapping rules gives the owner consistent metadata across packages, which pays off later in operations and asset management. Contractors benefit too, because they keep their own Procore processes while meeting the owner's requirements automatically.
If other partners use different platforms, such as ProjectWise or Autodesk Forma, they can join the same configuration. Our article on supply chain CDE integration covers multi-contractor programmes in more detail.
Running the connection is mostly about watching exceptions. Each scheduled run picks up new and changed documents in the nominated Procore folders, applies the mapping and transfers them to InEight. Anything that fails a mandatory field or status rule is reported to the contractor's document controller, who fixes the record in Procore so the next run succeeds. The owner sees complete submissions arrive on a predictable schedule, and both sides have a log of every transfer to rely on when questions come up about what was sent and when. That shared record reduces the back and forth that usually surrounds submissions on large programmes, and it gives commercial teams clean evidence if a claim or variation later turns on the timing of a submission.
Security for major projects
Energy, resources and transport programmes often fall under the Security of Critical Infrastructure (SOCI) Act. CDE Sync™ streams files directly between Procore and InEight without storing them, encrypts data in transit and processes it in the Azure region you choose. Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
Procore, InEight and the Utopiaverse™
A Procore to InEight 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 both platforms together, with answers that cite the source files. See also How Do I Connect InEight to My Other CDEs? and How Do I Connect Procore and Autodesk Forma?
See Procore and InEight connected in the monthly live demo, or talk to the team about your programme.
