Requirements
Procore RFI, Submittal and Attachment configuration
CMIC PMxchange hosting service
CMiC ERP application with CMiC Construct RFI, Submittals and attachment configuration
CMIC APIs.
Built for General and Specialty Contractors
PMxchange™ enables the flawless exchange of project data across disparate systems in use by general contractors, specialty contractors, as well as owners.
PMxchange removes the need for manual data entry, enabling project teams using third-party Project Management systems like Procore or Autodesk to effortlessly sync critical RFIs, submittals, and attachments with CMiC CONSTRUCT™ Project Management (PM). By automating this process, companies minimize errors, boost efficiency, and ensure compliance with owner-mandated platforms.
Essential Elements of Data Exchange
Documents
Project Number
Request for Information (RFIs)
Submittals
Security
PMxchange uses server-to-server authentication flow. Enterprise customers receive secure dedicated access, while Cloud customers receive dedicated access within a shared environment.
To access the PMxchange integration, customers will use their unique login credentials (Client ID + Secret) from the source Project Management system to authenticate. On connect, this triggers their credentials to be securely verified in PMxchange, allowing them access to the integration and data exchange.
PMxchange Architecture
PMxchange: Procore Integration with CMiC CONSTRUCT Project Management
PMxchange™ seamlessly integrates with Procore, ensuring smooth flow of project communications and documentation into CMiC CONSTRUCT™ PM. This integration is specifically designed for general contractors, project managers, and IT teams, helping them maintain compliance while eliminating manual data entry between Procore and CMiC. This is ideal for General Contractors using Procore for project management and CMiC for financials & operations.
Key Features
Automated RFI & Submittal Sync: Ensures Procore RFIs and submittals, including attachments, are archived in CMiC.
Real-Time Updates: RFIs and Submittals created or updated in Procore sync automatically to CMiC.
One-Way Flow for Compliance: Meets owner-mandated data retention policies by ensuring all records are available in CMiC.
Secure Authentication: Uses Procore API with secure server-to-server authentication.
Simplified Setup: Minimal configuration is needed for seamless data exchange.
Requirement
Procore RFI, Submittal and Attachment configuration
PMxchange How It Works
Trigger-Based Sync: When a new RFI or submittal is created in Procore, PMxchange captures and processes it.
Data Transformation: The data is structured according to CMiC’s requirements.
Automated Archival: The RFI, submittal, and attachments are automatically created in CMiC.
Audit & Logs: A complete log of data transfers ensures traceability and compliance.
