Manage the Tendering and COMPASS Integration

Procore customers using COMPASS by Bespoke Metrics can seamlessly view COMPASS qualification data and invite companies to qualify directly within the Tendering tool on a Procore project. If your company does not have a COMPASS account, you can still access Procore project data, and the QScore for companies listed in the Procore Construction Network. 

This guide will walk you through the following steps: 

1. Enable the COMPASS Integration
2. Sync COMPASS Data to Procore
   1. Add or Update COMPASS Companies in your Directory
3. View Qualification Data in the Tendering Tool

• Required User Permissions:
  • 'Admin' level permissions on the project's Tendering tool.
• Additional Requirements
  • Your company must have an active subscription to Procore Tender Management.
  • Your projects must also be upgraded to the Enhanced Tender Management experience.
  • To view COMPASS data for companies listed in your Directory, the company's EIN number must be added to the company's details. 

1.  Navigate to the COMPASS integration page in the Procore App Marketplace.
2.  Login to your Procore account and confirm you have selected the correct company.
3. Click Install.
   • You will be redirected to the Company Admin Tool Settings page for Tendering in Procore.
4. Click Login to COMPASS to turn on data sharing from COMPASS to Procore for your account.

1. Ensure that the subcontractor is fully entered in COMPASS with the following information:
   Note: You will not be able to edit this information, however it is required for the Procore integration.
   • Legal Company Name
   • Accurate Mailing Address
   • FEIN (Tax ID Number)
2. Allow time for data to sync to Procore. COMPASS syncs to Procore twice per day. New vendors added to COMPASS will not appear in Procore immediately, but will appear after the next programd sync. It can take up to 12 hours to see COMPASS data reflected in Procore.

Companies listed in your COMPASS account are NOT automatically added to your Company Directory in Procore. You must add them manually or from the Procore Construction Network to see their Qualification data when adding tenderers from your Directory.

1. Navigate to the Company level Directory tool.
2. Click Add Company.

3.  Limited Release

   This workflow is currently available in English in the United States and Canada. Learn more.

   • Enter the 'Company Name' and click Search to search for the company in the Procore Construction Network.
   • From the search results, take one of the following actions:
     • Click Add next to the company you want to add to your directory.
       Note: The company is added as a connected company and the company's name, address, website, and phone number are added to your directory. You can update the company's information in your directory.
     • Click Add Company Manually to continue adding the company.
4. Complete the form, ensuring the company name and mailing address match what is in COMPASS.
5. Click Create.
6. Locate the 'Entity Type' and select EIN.
7. Enter the EIN number next to the 'Entity Type'.
8. Click Save.
   COMPASS information will sync instantly and be available in the Tendering tool.

For companies already in your Directory, COMPASS data syncs automatically when key information matches. To enable this sync, ensure the information aligns by following the steps below.

1. Navigate to the Company level Directory tool.
2. Click the Companies tab.
3. Next to the company, click Edit.
4. Ensure the following fields match what is in COMPASS:
   1. Company Name
   2. Address
   3. Locate the 'Entity Type' and select EIN.
      1. Enter the EIN number next to the 'Entity Type'.
5. Click Save.
   COMPASS information will sync instantly and be available in the Tendering tool.

1. Navigate to the project's Tendering tool.
2. Open the tender package.
3. Across from the tender form you want to add tenderers to, click the plus  icon and select Directory.
   
   OR
   Click the tender form name.
   1. Click the Tenderers tab.
   2. Click Add Tenderers and select Directory.
4. Optional: Search for and Filter Companies to Add to a Tender Form.
5. Optional: Click the Company name to view it's details.

    Note

   Depending on the company information, the following information is available:

   • Company Information from your directory is available by default.
   • Overview and Procore Activity tabs are available if the tendering company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
     Note: The Overview tab replaces the default company information section.
   • Qualifications are available if you use the COMPASS integration. See About the Tendering + COMPASS Integration.
6. Mark the checkbox for the companies you want to add to the tender form.
7. Decide when to invite tenderers:
   • To add the tenderers without sending an invitation, click Add Tenderers.
   • To invite the tenderers now:
     1. Click Send Invitations.
     2. Click Send to confirm sending the tender invitation email. 

1. Navigate to the project's Tendering tool.
2. Open the tender package.
3. Across from the tender form you want to add tenderers to, click the plus  icon and select Construction Network.
   OR
   Click the tender form name.
   1. Click the Tenderers tab.
   2. Click Add Tenderers and select Directory.
4. Optional: Search for and Filter Companies to Add to a Tender Form.
5. Optional: Click the Company name to view it's details.

    Note

   Depending on the company information, the following information is available:

   • Company Information from your directory is available by default.
   • Overview and Procore Activity tabs are available if the tendering company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
     Note: The Overview tab replaces the default company information section.
   • Qualifications are available if you use the COMPASS integration. See About the Tendering + COMPASS Integration.
6. Mark the checkbox for the companies you want to add to the tender form.
7. Decide when to invite tenderers:
   • To add the tenderers without sending an invitation, click Add Tenderers.
   • To invite the tenderers now:
     1. Click Send Invitations.
     2. Click Send to confirm sending the tender invitation email.