CDE Sync™ + Procore.

Overview: 

Contractors running Procore often still need to submit into a client or principal's CDE, or coordinate with subcontractors on entirely different platforms. CDE Sync™ automates that exchange, so documents, submittals and models stay consistent everywhere without your team re-uploading the same file three times. Retiring a platform altogether rather than running an ongoing sync? CDE Migrate™ handles that one-off move instead, preserving version history, metadata and audit trails intact. 

Who it's for: 

Document Controllers, BIM Coordinators, BIM Managers, Information Managers, Project Managers and site or field teams running Procore directly, alongside a client, or as the principal's CDE. 

What CDE Sync™ does for Procore users: 

• Synchronises documents, submittals and models between Procore and every other connected CDE 

• Maps metadata fields automatically against the target platform's schema 

• Maintains version control, so nothing gets overwritten or duplicated across systems 

• Logs every transfer for audit and compliance reporting 

• Pairs with Issues Sync™ to keep issues, RFIs and defects raised in Procore connected across every other CDE on your project 

How it connects: 

CDE Sync™ connects to Procore through a secure managed service account, configured through CDE Sync™'s no-code wizard. No developer time, no scripts to maintain. 

Also syncs with:

Autodesk Forma (BIM360/ACC), Bentley ProjectWise, Microsoft SharePoint, Procore, Oracle Aconex, 12d Synergy, Asite, InEight, Trimble, Bluebeam, Egnyte, Dalux, RIB, Network Servers, and Azure Blob.

Security:

Built on Microsoft Azure and hosted in your choice of data region to meet residency and sovereignty requirements, see our Global Data Regions map. SOC 2 Type II certified, full detail on our Security & Trust Portal.

• SOC 2 Type II certified

• Cyber Essentials certified

• Zero file persistence – data streams between your network server and the target CDE, and is never stored or cached

• Outbound-only connection from your network, minimising attack surface for classified and on-premises environments

• Full audit logging of every file and metadata change for traceability and compliance

FAQs: 

Can CDE Sync™ push our Procore submittals into a client's CDE automatically?

> Yes, this is one of the most common Procore use cases. 

How long does a Procore connection take to set up?

> Typically 15 to 30 minutes, start to finish. 

Can we sync in both directions, or only one way?

> CDE Sync™ supports inbound, outbound and bi-directional syncs, configured per project. 

Does this affect our existing Procore workflows or approvals?

> No, CDE Sync™ syncs data without altering your existing Procore workflows or permissions. 

What if we want to migrate to Procore entirely, not just sync?

> That's CDE Migrate™, our one-off migration service. It moves everything at once, preserving version history, metadata and audit trails, rather than keeping platforms continuously synchronised. 

Can this also sync issues, RFIs and defects, not just documents and models?

> Yes, that's handled by Issues Sync™, which keeps issues logged in Procore connected to every other CDE on your project.