This document will help you transfer your content from Procore using Cloudsfer .
First of all, please make sure that the Cloudsfer application is authenticated and added to your Procore account .
In order to do so, please follow the steps below:
1. In your Procore account select the Apps button as shown below.
Then select the Add Marketplace option.
2. A new window will pop up, search for Cloudsfer in the search box in order to get started.
No that you are good to go, Log into your Cloudsfer account to get started.
Please note: In order to migrate you need to be project admin.
In your Cloudsfer dashboard, Go to Migration plans and click on the personalized migration wizard
A window with all our supported systems will appear, first choose the Business connector option at the bottom of the page and then click on Procore:
A pop-up window will appear. Enter your Procore admin account details.
Afterwards, please select the company and project needed and click on set.
The hierarchy of your Project documents will open.
Choose the content you wish to transfer, choose whether or not you would like to include sub folders/parent folder and hit save and continue .
For more detailed information on how to continue, search the relevant article in our Targets Folder according to your requested target.
Note: For migrating data from File System to Procore, please see: https://support.cloudsfer.com/support/solutions/articles/17000101519-migrating-data-from-file-system-to-procore
For more questions please feel free to contact us at the following emails address: [email protected],