You connect two Procore accounts with a same-platform CDE integration that keeps chosen folders, drawings, documents and metadata aligned between two Procore companies, or with a migration that moves projects from one account to the other. CDE Sync™ handles ongoing Procore to Procore sync and CDE Migrate™ handles one-off moves, both preserving version history.
Why two Procore accounts need to share
Procore is widely used by builders and specialist contractors, so it is common for two organisations on the same project to each run their own Procore company. A head contractor and a major subcontractor may both use Procore. Joint venture partners may each bring an account, and the JV may set up another. A business that acquires another builder may end up with two Procore environments.
In each case, information has to cross between accounts that cannot see each other. Without a connection, files are downloaded from one account and uploaded to the other, attributes are re-entered and updates are chased by email. Version history does not travel, so each organisation ends up with a slightly different record.
What carries across between Procore accounts
CDE Sync™ connects two instances of the same platform as easily as two different platforms. It moves files with their version history between nominated folders, maps fields where the two companies have configured them differently, and logs every transfer. You choose one-way or two-way rules per folder, so each organisation keeps control of what it shares.
The Procore integration page describes the connector.
How to connect two Procore accounts, step by step
Decide whether you need an ongoing sync or a one-off migration between accounts.
Agree the projects and folders that each organisation will share, and in which direction.
Have each company's Procore administrator arrange a service account with access to those folders.
Connect both accounts in the CDE Sync™ wizard and select folders on each side.
Map any fields that differ between the two companies' configurations.
Run a test on a small folder and compare versions and fields in both accounts.
Switch on the schedule, or complete the migration and confirm results with a validation report.
Head contractors, subcontractors and joint ventures
The most common pattern is a head contractor sharing drawings and specifications with a subcontractor that runs its own Procore, while the subcontractor returns shop drawings, submittals or as-built information. A sync gives both parties the current set without either one granting the other wide access to its account.
Joint ventures follow a similar pattern on a larger scale. Each partner keeps its own Procore permissions and folder logic while agreed folders stay aligned. When the JV ends, each partner can keep evidence of what was delivered, and the record can be captured with CDE Archive™. Our article on joint venture CDEs covers this in more depth.
Business consolidation is the third case. When two companies merge, one Procore account usually becomes the long-term home. A one-off migration with CDE Migrate™ moves projects across with versions and folder structure intact, so the business can close the second account without losing history. Migrations need enough notice before the target date to plan, test and validate properly.
Security between organisations
Connecting two companies' accounts needs clear boundaries. CDE Sync™ only touches the folders each service account can see, streams files 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 to Procore and the Utopiaverse™
A Procore to Procore connection is part of the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps both accounts aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ consolidates accounts when needed, with issues and RFIs migrating as part of it, and CDE Archive™ captures the record at completion. AI Insights searches both accounts together, with answers that cite the source files. See also How Do I Connect Two Autodesk Forma Hubs or Regions? and How Do I Connect Procore and SharePoint?
See two Procore accounts connected in the monthly live demo, or talk to the team about your project.
