Procore setup

Set up SubLien in Procore

Three steps put lien waivers, COI reviews, W-9 collection and vendor documents beside your Procore projects.

About five minutes for a Procore company administrator

Step 1: Make the app available in Procore
Company Admin then App Management then SubLien then Configurations
1. As a Procore company administrator, follow that path. Create a configuration, or edit the existing one.
2. Give it a title and choose where the app appears:
- Global Projects Config
  Every project. Or apply the configuration to just the projects your team needs.
- Company Level Config
  Company-level access, outside individual projects.
Click Create or Update. There are no app-specific fields to fill in.
Step 2: Connect SubLien to Procore
Sign in to SubLien, then connect the matching Procore company. If your Procore imports already work, the connection is in place and you can skip to step 3. SubLien connects one system at a time: if QuickBooks is connected, an owner or admin disconnects it in Settings → Integrations first.
Open SubLienOpens sign-in, then the Procore connection
Step 3: Open the side panel
1. Reload the project’s Home page in Procore.
2. Open SubLien from the dock on the right edge of the screen.
3. Sign in if prompted.
Only on these screens
Project HomeCommitmentsInvoicesDirect Costs
Direct costs show it on an individual direct cost.

Troubleshooting

Imports work, but the panel is missing?

The data connection and the embedded app configuration are separate. A working import does not mean a configuration includes the project.

Check the configuration
In App Management, confirm a SubLien configuration exists and includes this project (step 1).
Reload project Home
The dock picks up a new configuration only after the page reloads.
Check the installed version
Still missing? In App Management, check which version of the SubLien app is installed, then email hello@sublien.com with what you see.

Email us with your Procore company name and what you see, and we’ll help you get the panel showing.