Prerequisites

Outlook Add-in Requirements

Important icon Important

For Outlook add-ins to load and function properly, there are a number of requirements for both the servers and the clients. Note that both the client and server requirements must be satisfied in order for the Procore for Outlook Add-in to work correctly.

Procore Tools

The following Procore Tools are required in order to use Procore for Outlook.

  • Documents

  • Emails

  • Observations*

  • Photos*

  • RFIs*

  • Tasks*

  • Correspondence*

*Not required but integration has workflows that interact with the tool.

Permissions

The following permissions are required to use Procore for Outlook.

  • Standard permissions on the Documents tool

  • Standard permissions on the Emails tool

Subscriptions and Licensing

  • Active Procore account

  • Outlook on Windows (connected to Office 365)

  • Outlook for Mac (connected to Office 365)

  • Outlook on the Web (Office 365)

  • Outlook 2013 SP1, 2016, 2019 on Windows

  • Outlook 2016, 2019 for Mac

  • Any of the above Outlook clients connected to Exchange 2019 on-premises

Overview
Setup Guide