Step-by-Step Guide to Creating a Project
Step 1: Log into Your Filio Account
Sign into your Filio account at www.filio.io. From the main dashboard, navigate to the “Integration” tab to begin the process of connecting Filio with Procore.
Step 2: Install Filio from Procore Marketplace
In the “Integration” tab, select the platform option and choose Procore. Before syncing, ensure you’ve installed the Filio app from the Procore Marketplace. Visit Filio App and follow the installation steps. For a quick walkthrough, watch this tutorial video
Step 3: Sync Projects and Visuals
Once Filio is installed in your Procore account, return to Filio’s “Integration” tab and click the “Sync Projects and Their Visuals” button. This action enables image syncing, where:
- Images captured in Procore’s imported projects are automatically saved to the Procore gallery folder and imported into Filio.
- Existing images in Procore projects are transferred to Filio via project import.
- Filio’s metadata assignment organizes photos to the correct locations based on their metadata, ensuring a seamless Filio Procore sync.
Step 4: Find Imported Procore Projects
To find Procore projects, go to the Filio projects page. Use the project dropdown menu in the top-right corner and select the “Procore Projects” option to filter projects, displaying only imported projects synced from Procore.
What Happens After Integration?
When you integrate Filio with Procore, you unlock powerful features for managing project visuals:
- Image syncing: New images captured in Procore projects automatically sync to Filio and appear in the Procore gallery folder.
- Project import: Existing Procore project images are imported into Filio, creating a unified media library.
- Metadata assignment: Filio reads photo metadata to assign images to the correct project locations, streamlining organization without manual sorting.This Filio Procore sync saves time and keeps your visuals organized efficiently.
Tips and Warnings
- Install the Filio app from the Procore Marketplace before starting to ensure a smooth Filio setup and avoid integration issues.
- Use the “Procore Projects” filter projects option in the project dropdown regularly to quickly find Procore projects and streamline your workflow.
- Ensure images in Procore have accurate metadata to leverage Filio’s data tagging for automatic organization during image syncing.
- Verify your Procore admin permissions before installing from the Procore app store, as they’re required for a successful Procore integration.
- Check the Procore connection after clicking “Sync Projects and Their Visuals” to confirm all project visuals and imported projects are synced correctly.
- Avoid syncing large projects without a stable internet connection to prevent incomplete project import or errors in image syncing.
Ready to manage your projects?
