Connect PreCal-IQ to Procore

What the integration does

PreCal-IQ is an AI-powered preconstruction platform that turns construction spec and plan PDFs into structured quantity takeoffs, vendor RFQs, and bid documents. The Procore integration adds two flows:

• Import documents from Procore. Browse your Procore Project Files, pick spec and plan PDFs, and pull them directly into a PreCal-IQ project — no manual download/upload.
• Push takeoffs back to Procore. Once a takeoff is finalized in PreCal-IQ, push the results as Procore Budget line items (one per CSI division) or, if your company has the Estimating module, as per-item Estimating line items with unit, quantity, and unit cost. Re-pushes update existing lines instead of duplicating.

Before you begin

You'll need:

• A PreCal-IQ account with organization-admin permissions. Sign up at app.precaliq.com if you don't have one yet.
• A Procore user account with access to the company and projects you want to use.
• A Procore company admin to install PreCal-IQ from the Procore App Marketplace (one-time setup per company).

Step 1 — Install PreCal-IQ in Procore

A Procore company admin installs PreCal-IQ from the Procore App Marketplace. This is a one-time step per company.

1. Log in to Procore as a company admin.
2. Open the App Marketplace from your Procore Company Admin tools.
3. Search for PreCal-IQ and click Install.
4. Review and approve the requested permissions. PreCal-IQ requests read access to Companies, Project Directory, and Project Documents, plus read/write access to Project Financials → Budget (and Estimating if your company has that module).

Step 2 — Connect Procore from PreCal-IQ

1. Log in to PreCal-IQ at app.precaliq.com.
2. Click your avatar in the top-right and choose Integrations, or go directly to Settings → Integrations.
3. On the Procore card, click Connect Procore.
4. You'll be redirected to Procore to authorize the connection. Approve the access request.
5. You'll be sent back to PreCal-IQ. The Procore card now shows Connected, the company name, and whether the Estimating module was detected.

Only one Procore connection per PreCal-IQ organization. Anyone in your PreCal-IQ org can then use the connection — the connecting user's permissions in Procore determine what data is accessible.

Step 3 — Import documents from Procore

1. Open a PreCal-IQ project (or create a new one).
2. Go to the Documents tab.
3. Click Import from Procore.
4. Pick the Procore company, then the project, then drill into the Documents folder structure (Specs, Plans, etc.).
5. Check the files you want to import, choose the document type (Specifications, Architectural Plan, MEP Plan, Schedule, etc.), and click Import.
6. Imported files appear in your PreCal-IQ project and automatically enter the AI parse pipeline.

Selections survive folder navigation, so you can pick a few files from each folder before importing in one batch.

Step 4 — Push takeoffs back to Procore

Once PreCal-IQ has generated takeoffs for your project, you can push the results to Procore.

1. On the project page, click Push to Procore in the project header.
2. Choose the destination Procore project.
3. If your Procore company has the Estimating module, choose the target: Estimating (per-item line items, recommended) or Budget (one line per CSI division).
4. Click Push. PreCal-IQ groups the takeoff items by CSI division, computes a budget total per division (priced from accepted vendor quotes when available, with an organization-scoped pricing-repository median as fallback), and creates or updates the Procore line items.

Re-pushes are idempotent. PreCal-IQ remembers which Procore line items it created and updates them in place rather than creating duplicates.

Data handling

• Procore is the system of record. Documents imported from Procore remain authoritative in Procore; PreCal-IQ holds a working copy for AI processing and references the Procore file via a stable identifier.
• No bulk extraction. PreCal-IQ pulls only the files you explicitly select through the import wizard. There is no background sync or full-corpus crawl.
• No model training on customer data. PreCal-IQ uses frontier AI models from Anthropic via their commercial API; customer documents are processed for inference only and are never used to train any model.
• Tenancy. The Procore connection is scoped to a single PreCal-IQ organization; tokens are stored encrypted and never leave PreCal-IQ's server side.

Troubleshooting

"App is not connected to this company." Your Procore company admin needs to install PreCal-IQ from the Procore App Marketplace (Step 1 above). User-level OAuth consent isn't enough — the app also needs to be installed on the company.

"Your Procore connection expired." Refresh tokens last about 60 days. If the connection lapses, return to Settings → Integrations and click Connect Procore again to mint a new token. Your existing imports and pushed line items are preserved.

A file failed to import. Open the dev console while importing — PreCal-IQ surfaces the Procore error message inline. Large plan PDFs occasionally time out during download; retry the failed files individually.

Pushed line items show $0. Without accepted vendor quotes or pricing-repository data for the items, the push uses a $0 placeholder. Edit the budget amounts directly in Procore, or capture vendor pricing in PreCal-IQ first and re-push.

Disconnect

To disconnect, go to Settings → Integrations in PreCal-IQ and click Disconnect on the Procore card. The connection is marked revoked but historical line-item links are preserved so you can reconnect later without losing context.

Need help?

Email hello@precaliq.com with the affected PreCal-IQ project URL and a description of what you were trying to do. We typically respond within one business day.