diff --git a/app_marketplace/market_your_app.md b/app_marketplace/market_your_app.md index d2ab0c0..f0880be 100644 --- a/app_marketplace/market_your_app.md +++ b/app_marketplace/market_your_app.md @@ -6,13 +6,13 @@ section_title: App Marketplace --- ## Introduction -Partner integrations empower our mutual customers, driving further adoption. By leveraging our co-marketing opportunities, you can both promote your app and strengthen its integration within the Procore ecosystem, reaching more customers and demonstrating its value. +Partner integrations empower our mutual customers, driving further adoption. By leveraging our self-service marketing opportunities, you can both promote your app and strengthen its integration within the Procore ecosystem, allowing you to reach more customers and demonstrate its value. We’ve designed these opportunities to help you maximize the impact of your apps and integrations built on our API, while streamlining the co-marketing process for self-service.

*** -## Co-Marketing Opportunities +## Marketing Opportunities There are two main channels when it comes to co-marketing opportunities with Procore, Press Releases and Social Media & Blog Posts. To understand more about each one, and the items that it supports, review the content below. @@ -35,27 +35,27 @@ There are two main channels when it comes to co-marketing opportunities with Pro - **New Content or News Feature:** Share newly published articles, blogs, or news featuring your partnership with Procore. Focus on highlighting key themes, insights, or benefits that resonate with the construction industry. Use this opportunity to underscore how your collaboration with Procore helps users achieve their goals. -To participate in any of these co-marketing activities, refer to the **Review Process** section of this guide to understand how, and when, to submit public facing materials mentioning Procore. +To participate in any of these marketing activities, refer to the **Review Process** section of this guide to understand how, and when, to submit public facing materials mentioning Procore.

*** -## Co-Marketing Guidelines +## Marketing Guidelines As detailed in the Procore Partner Agreement, Partners are responsible for accurately representing Procore and the partnership in all public facing materials produced by the Partner, including but not limited to press releases, social media copy, blogs, and webinar content. This includes ensuring compliance with the Brand Use Guidelines, Trademark Use Guidelines, as well as the additional guidelines outlined below. ### Review Process -Partners are required to submit any public facing materials mentioning Procore for review to the Partner Programs & Experience team at . Please include your desired launch timing for all public facing marketing collateral. Procore will aim to provide a response within 5 business days. Once approved, you are responsible for the logistics and costs of distribution, and announcement timing must be conducted in the approved window provided by Procore. +Partners are required to submit any public facing materials mentioning Procore for review to the Partner Programs & Experience team at . Please include your desired launch timing for all public facing marketing collateral. Procore will aim to provide a response within 7-10 business days. Once approved, you are responsible for the logistics and costs of distribution, and announcement timing must be conducted in the approved window provided by Procore. -Please note that Procore does not make public announcements during its quarterly quiet periods, which typically take place two weeks prior to our quarterly earnings announcements. All requests for external communications during these timeframes will be delayed until the conclusion of the corresponding quiet period. +Please note that Procore does not make public announcements during its quarterly quiet periods, which typically take place two weeks prior to our quarterly earnings announcements or during the quiet period around Groundbreak, Procore’s annual construction innovation event. All requests for external communications during these timeframes will be delayed until the conclusion of the corresponding quiet period. ### Enforcement Actions -Partners that do not comply with Procore’s Brand Use Guidelines and/or Trademark Usage Guidelines will be subject to a partnership review and possible change in program benefits, including loss of status as a Procore Partner, per the Partner Agreement. +Partners that do not comply with Procore’s Brand Use Guidelines, Trademark Usage Guidelines, and other applicable policies will be subject to a partnership review and possible change in program benefits, including loss of status as a Procore Partner, per the Partner Agreement. -Actions taken may include, without limitation, declining all citation requests from companies with active citation violations as well as cease and desist orders to remove content. If you have questions about what constitutes a violation, or you believe that you have found a violation, please contact us at . +Actions taken may include, without limitation, declining all citation requests from companies with active citation violations as well as demands to remove content. If you have questions about what constitutes a violation, or you believe that you have found a violation, please contact us at .

*** -## Co-Marketing Resources +## Marketing Resources To help you get started, we’ve made several resources available to your marketing team, including:
    @@ -73,6 +73,6 @@ We encourage you to use these resources to create co-branded content that aligns *** ### Updates to Guidelines and Enforcement -Procore Technologies reserves the right to revise the Developer Documentation in its discretion. +Procore Technologies reserves the right to revise the Developer Documentation at any time, in its sole discretion. -As described in the applicable terms and conditions, Procore may remove or decline the publication of any application listing or co-marketing opportunity at any time. \ No newline at end of file +As described in the applicable terms and conditions, Procore may remove or decline the publication of any Marketplace Listing or co-marketing opportunity at any time. diff --git a/app_marketplace/marketplace_checklist.md b/app_marketplace/marketplace_checklist.md index cfc3a98..896ffb0 100644 --- a/app_marketplace/marketplace_checklist.md +++ b/app_marketplace/marketplace_checklist.md @@ -9,7 +9,7 @@ section_title: App Marketplace ## Introduction Before submitting your app for approval, it’s essential to review this Marketplace Approval Checklist. This checklist outlines submission requirements, helping ensure your app aligns with our guidelines for a seamless review process. -By following this checklist, you'll ensure your app meets Procore’s high standards, minimizing delays and positioning your app for success in the Marketplace. +Following this checklist helps ensure your app meets Procore’s high standards, minimizing delays and positioning your app for success in the Marketplace.

    *** @@ -21,9 +21,9 @@ Ensure the following steps are completed before submitting your app to avoid rej
    1. You Are a Procore Partner

    - Approved Procore Partners receive a signed Partner Framework Agreement via email upon successful completion of the contracting process. This marks the final step and confirms your status as a Procore Partner. + Approved Procore Partners receive a signed Partner Framework Agreement and Technology Partner Addendum via email upon successful completion of the contracting process. This marks the final step and confirms your status as a Procore Partner.

    - If you're unsure about your partner status, contact partnerprograms@procore.com. You can also apply to become a Procore Partner directly in the Marketplace Listing section of your app. + If you're unsure about your partner status, contact partnerprograms@procore.com. You can also apply to become a Procore Partner directly in the Marketplace Listing section of your app, through the Developer Portal.

    @@ -31,7 +31,7 @@ Ensure the following steps are completed before submitting your app to avoid rej
    2. You Have an Active Customer Using the App

    - Prior to having your app approved, and ultimately published to the Procore Marketplace, your app must have at least one (1) beta customer as described in the Partner Program Guide. This beta customer should help provide feedback about onboarding and functionality before your app being submitted for review. + Prior to having your app approved, and ultimately published to the Procore Marketplace, your app must have at least one (1) beta customer as described in the Partner Program Guide. This beta customer should help provide feedback about onboarding and functionality before submitting your app for review.

    This step builds confidence among prospective users, as customers often hesitate to adopt a new solution without prior customer usage.

    @@ -41,10 +41,10 @@ Ensure the following steps are completed before submitting your app to avoid rej
    3. Your App Has Been Thoroughly Tested

    - As described in Getting Started & Requirements, the Procore Marketplace is not meant for beta or trial apps. Prior to having your app be published, you must thoroughly tested the following items: + As described in Getting Started & Requirements, the Procore Marketplace is not meant for beta or trial apps. Prior to having your app be published, you must thoroughly test the following items:

      -
    • The app installation and configuration processes (both in your service and Procore).
      • +
    • The app installation and configuration processes (both in your/third party service and Procore).
    • The customer onboarding experience.
    • The usage of all the app features.
    • If necessary, your app supports Procore's multi-company architecture.
      • @@ -66,7 +66,7 @@ Additionally, take into consideration how your app will handle rate limiting and
    • Any specific requirements for customers.

    - If your listing is not enabled, request to have it activated through the Marketplace Listing tab in your app. For field requirements, see Marketing Listing Guidelines. + If your listing is not enabled, request to have it activated through the Marketplace Listing tab in your app, accessible via the Developer Portal. For field requirements, see Marketing Listing Guidelines.

    @@ -77,13 +77,13 @@ Additionally, take into consideration how your app will handle rate limiting and When submitting your app for initial approval or when updating functionality, provide a 3-5 minute long demo video in the Admin App Specifications section of the Marketplace Listing that showcases the following:

      -
    • App installation and configuration processes (both in your service and Procore).
      • -
    • Steps to link Procore accounts to your external service (e.g., selecting a Procore company).
      • +
    • App installation and configuration processes (both in your service/third party service and Procore).
      • +
    • Steps to link Procore accounts to the external service (e.g., selecting a Procore company).
    • End-to-end app functionality, including data creation or visualization within Procore.
    • User experience for embedded apps (if applicable).

    - For non-functional updates to the listing, you may reuse the original video. + For non-functional updates to the Marketplace Listing, you may reuse the original video.

    @@ -93,7 +93,7 @@ Additionally, take into consideration how your app will handle rate limiting and

    While you can always update your Marketplace Listing at any time, ensure links, descriptions, functionality, and permissions are correctly reflected and are not misleading when submitting your app for approval.

    - Clearly convey the value of your app and how it will help the end-user, whether it's increasing operational efficiency or providing data accuracy. The customer wants to know how this integration is valuable to them and why they should adopt your solution. If possible, support a free trial to help engage the customer and provide them with direct steps to get started. + Clearly convey the value of your app and how it will help the customer, whether it's increasing operational efficiency or providing data accuracy. The customer wants to know how this integration is valuable to them and why they should adopt your app. If possible, support a free trial to help engage the customer and provide them with direct steps to get started.

    @@ -101,13 +101,13 @@ Additionally, take into consideration how your app will handle rate limiting and
    7. You Are Supporting The Production Environment

    -After testing in the Developer Sandbox, ensure your app is production-ready by updating specific items in the Procore Developer Portal or in your source code. Since each app is unique, this process can vary from app-to-app. +After testing in the Developer Sandbox, ensure your app is production-ready by updating specific items in the Procore Developer Portal or in your source code. This process can vary since each app is unique.

    General Steps

      -
    • Customize the 'Post Installation Notes’ in the Configuration Builder section of your app to clearly explain how the app is configured within your service, and if applicable, in Procore.
      • -
    • Promote your app to production inside your app, through the Procore Developer Portal.
      • +
    • Customize the 'Post Installation Notes’ in the Configuration Builder section of your app to clearly explain how the app is configured within your service/third party service, and if applicable, in Procore.
      • +
    • Through the Procore Developer Portal, promote your app to production.
    @@ -122,7 +122,7 @@ After testing in the Developer Sandbox, ensure your app is production-ready by u
  • Update Base URLs for token management to https://login.procore.com.
  • Update Base URLs for API calls to https://api.procore.com.
  • Update your source code with the production Client ID and Secret provided to you within your app.
    • -
  • If using User Level Authentication, update the base URL and Client ID for your callback URL, which is used to generate access token.
    • +
  • If using User Level Authentication, update the base URL and Client ID for your callback URL, which is used to generate the access token.
  • Pass the Procore Company ID in API headers for all calls except:
    • Token management (generate, refresh, revoke).
      • @@ -131,7 +131,7 @@ After testing in the Developer Sandbox, ensure your app is production-ready by u
  • For Service Account Authentication, adhere to the principle of least privileged permissions. For example:
      • -
    • If your app does not interact with the Directory tool, then it should not have permissions to Directory.
      • +
    • If your app does not interact with the Directory tool, then it should not have permissions to the Directory.
    • If your app is reading information from Procore, it should not have Admin access to the specific solution.
@@ -142,7 +142,7 @@ After testing in the Developer Sandbox, ensure your app is production-ready by u
## How to Submit Your App For Review -Submit your app through the **Marketplace Listing** section of your app, within the Developer Portal. If the listing section is not enabled, request activation within your app or confirm your Procore Partner status. +Submit your app through the **Marketplace Listing** section of your app, within the Developer Portal. If the listing section is not enabled, request activation within your app and confirm your Procore Partner status. The Marketplace Team will review your submission to ensure all [Marketplace Requirements]({{ site.url }}{{ site.baseurl }}{% link app_marketplace/marketplace_requirements.md %}) are met.

@@ -150,7 +150,7 @@ The Marketplace Team will review your submission to ensure all [Marketplace Requ *** ## Additional Considerations ### Provide Support Documentation -To maintain a high level of customer satisfaction, your support system must be ready to assist users. Procore’s support team does not troubleshoot technical issues with your app, so you should establish a support system with: +To maintain a high level of customer satisfaction, your support system must be ready to assist users. Procore’s support team does not troubleshoot technical issues with your app, so you should establish a support system with at a minimum: - Up-to-date support content, kept current with changes to the app. - A publicly accessible URL for your support documentation. @@ -171,6 +171,6 @@ For more details about the Monthly Sandbox, including the refresh schedule and a *** ### Updates to Guidelines and Enforcement -Procore Technologies reserves the right to revise the Developer Documentation in its discretion. +Procore Technologies reserves the right to revise the Developer Documentation at any time, in its sole discretion. -As described in the applicable terms and conditions, Procore may remove or decline the publication of any application listing at any time. \ No newline at end of file +As described in the applicable terms and conditions, Procore may remove or decline the publication of any Marketplace Listing at any time. \ No newline at end of file diff --git a/app_marketplace/marketplace_listing_guidelines.md b/app_marketplace/marketplace_listing_guidelines.md index 1cc69cb..03b0c07 100644 --- a/app_marketplace/marketplace_listing_guidelines.md +++ b/app_marketplace/marketplace_listing_guidelines.md @@ -7,13 +7,13 @@ section_title: App Marketplace --- ## Introduction -Once your app is built and legal contracting is complete, the next step is preparing your listing for the marketplace. This process involves adding visuals, descriptions, and pricing, all of which must follow specific guidelines to ensure consistency and streamline the review. +Once your app is built and legal contracting is complete, the next step is preparing your listing for the Marketplace. This process involves adding visuals, descriptions, and pricing, all of which must follow specific guidelines to ensure consistency and streamline the review. You can access the **Marketplace Listing** section through the left navigation menu inside your app, within the Procore Developer Portal. -This guide outlines the key fields, their requirements, and examples to help you meet the marketplace standards. Whether you're starting or ready to submit, you'll find everything needed to meet marketplace standards and create a high-quality user experience. +This guide outlines the key fields, their requirements, and examples to help you meet the Marketplace listing standards. Whether you're starting or ready to submit, you'll find everything needed to meet Marketplace listing standards and create a high-quality user experience. -Listings are manually reviewed, and those not meeting the criteria may be rejected, so follow the guidelines closely for approval. +Listings are manually reviewed, and those not meeting the criteria may be rejected, so follow the guidelines closely.

*** @@ -25,11 +25,11 @@ A well-chosen app name is the first thing users notice and should clearly convey Consider the following guidelines when naming your app: - Must not infringe on a trademark or copyright for any other products or services. -- Must be unique and be different from any other App name on the Marketplace. +- Must be unique and be different from any other app name on the Marketplace. - Must not include the word Procore anywhere in the name. - Must be a clear and intuitive name suitable for the Marketplace. -Procore makes the final determination on whether your proposed App name is acceptable. +Procore makes the final determination on whether your proposed app name is acceptable.

| Example approved app names | Example rejected app names | @@ -43,11 +43,11 @@ Procore makes the final determination on whether your proposed App name is accep ### Tagline #### **Requirement:** 40 characters or less -The tagline is one of the first introductions users have to your app, appearing in marketplace search results and app cards. It should briefly and concisely summarize your app's value and how it benefits users. Use action-based language with verbs like **add**, **create**, and **visualize** to grab attention. +The tagline is one of the first introductions users have to your app, appearing in Marketplace search results and app cards. It should briefly and concisely summarize your app's value and how it benefits users. Use action-based language with verbs like **add**, **create**, and **visualize** to grab attention. ### Integration Summary #### **Requirement:** 200 to 2,000 characters -The integration summary on your app's listing page allows you to highlight your app’s value by showcasing the problem it solves or the results it delivers. Here are some key points you should cover: +The integration summary on your Marketplace Listing page allows you to highlight your app’s value by showcasing the problem it solves or the results it delivers. Here are some key points you should cover: - If your app connects with another service, offer a short explanation of that service for users who may be unfamiliar with it. - Clearly define the problem your app addresses to help users understand how it can be applied. @@ -66,15 +66,15 @@ Procore customers often review the app to understand its technical functionality Your app's pricing plan is an important part of the submission process, providing customers with clear details on what’s required to implement the integration. Here are two key pricing scenarios: 1. Does the app require an additional subscription to another system? - - **Example:** The customer must have a Box subscription, but the integration itself is included with that subscription. + - **Example:** The customer must have a Box subscription, which is the other service. 2. Is there a third-party connector needed for the integration, or is it included in the subscription? - - **Example:** The integration requires a connector to a middleware service, such as Boomi, which the customer must purchase separately. + - **Example:** The app requires a subscription to a middleware service, such as Boomi, which the customer much purchase separately.

*** ## Features #### **Requirement:** Each feature must be 200 characters or less, no special characters or emojis -The **Features** section highlights the key functionalities of your app, emphasizing the value it delivers to end-users. Each feature should be clear, specific, and focused on tangible benefits of the integration. +The **Features** section highlights the key functionalities of your app, emphasizing the value it delivers to end-users. Each feature should be clear, specific, and focused on tangible benefits of the app. #### Best Practices for Writing Features - **Be Specific:** Clearly describe what the feature does and the problem it solves. Avoid vague statements like "Improves productivity." @@ -109,7 +109,7 @@ This map visually represents how data flows between Procore and the external sys ### Logo #### **Requirement:** JPG or PNG, 200x200px -Your app icon is one of the first things users notice in the marketplace, so it should clearly represent your app’s identity. Make sure it's unique, eye-catching, and easy to understand. +Your app icon is one of the first things users notice in the Marketplace, so it should clearly represent your app’s identity. Make sure it's unique, eye-catching, and easy to understand. Keep these guidelines in mind: @@ -122,13 +122,13 @@ Keep these guidelines in mind: ### App Preview & Screenshots #### **Requirement:** 3 or more images in JPG or PNG format, 720x480px - 1920x1080px -The images on your app’s marketplace listing are a powerful tool to showcase your app’s key features, benefits, and functionality. These visuals help users quickly grasp how your app works while reinforcing your brand. +The images on your app’s Marketplace listing are a powerful tool to showcase your app’s key features, benefits, and functionality. These visuals help users quickly grasp how your app works while reinforcing your brand. Here are some tips for creating effective gallery images: - Use high-quality, focused screenshots that highlight core features and customer benefits. - Pair each image with brief, clear statements explaining how your app solves user pain points. -- Keep each image focused on a single value proposition, and expand on these benefits in the app listing description. +- Keep each image focused on a single value proposition, and expand on these benefits in the Marketplace listing description. - When showing your app’s interface, add concise text to help explain the context and how your app improves workflow. ![Marketplace Screenshot Examples]({{ site.baseurl }}/assets/guides/app-marketplace-screenshot-examples.png) @@ -161,7 +161,7 @@ You can decide whether to allow customers to install your app directly from the - **Allow Installations:** This option allows the user to install the app in their selected Procore Company Account, simplifying the process for customers and can drive faster adoption. We recommend enabling it whenever possible. - **Disallow Installations (NEW):** If your app requires significant setup, support, or training, you may choose to disable direct installations. - - This approach allows your team to manage the onboarding process more carefully as the customer would need to reach out to your team directly to learn how to install the integration. This process would utilize the Custom App Install workflow, where you would be responsible for providing the customer with the App Install Key. + - This approach allows your team to manage the onboarding process more carefully as the customer would need to reach out to your team directly to learn how to install the app. This process would utilize the Custom App Install workflow, where you would be responsible for providing the customer with the App Install Key. ![Marketplace Engagement Examples]({{ site.baseurl }}/assets/guides/app-marketplace-engagement-examples.png)

@@ -169,6 +169,6 @@ You can decide whether to allow customers to install your app directly from the *** ### Updates to Guidelines and Enforcement -Procore Technologies reserves the right to revise the Developer Documentation in its discretion. +Procore Technologies reserves the right to revise the Developer Documentation at any time, in its sole discretion. -As described in the applicable terms and conditions, Procore may remove or decline the publication of any application listing at any time. \ No newline at end of file +As described in the applicable terms and conditions, Procore may remove or decline the publication of any Marketplace Listing at any time. \ No newline at end of file diff --git a/app_marketplace/marketplace_requirements.md b/app_marketplace/marketplace_requirements.md index 145ce6a..3e8d817 100644 --- a/app_marketplace/marketplace_requirements.md +++ b/app_marketplace/marketplace_requirements.md @@ -21,10 +21,10 @@ The Procore App Marketplace connects Procore customers with integrations that en ### General Requirements Before pursuing app approval, and ultimately having your app published to the Procore Marketplace, you must meet the following minimum requirements: -- You must pursue and complete Partner vetting and contracting. +- You must complete Partner review and contracting. - Your app must be installable in a customer’s Procore account. - Your app must have at least one (1) beta customer before being published. -- Your app must have a minimum of one (1) active customer using the integration within a 12-month period. +- Your app must have a minimum of one (1) active customer using the integration within the prior 12-month period. - Demo, beta, and trial versions are not permitted on the Procore Marketplace. However, ongoing updates (e.g., version 1, version 2) are encouraged. - Your app must successfully pass functional testing with no significant bugs or issues. - You must test the onboarding process thoroughly, and provide step-by-step instructions for customers to set up and activate the integration. @@ -32,18 +32,18 @@ Before pursuing app approval, and ultimately having your app published to the Pr For more details about the Partner Program and its requirements, visit Procore's Partner Program Guide. ### Apps That Will Not Be Listed -In addition to the general requirements, Procore may refuse publishing, or remove existing apps, for the following reasons: +In addition to the general requirements, Procore may refuse publishing, or remove existing apps, including, but not limited to the following reasons: - Are custom-built for a specific customer. - Are internal tools intended for your team’s use only. - Require customers to add a developer or partner team member to their Procore account for the integration to function. - Provide a low-quality or confusing experience for customers. - Use APIs that are not publicly documented. -- Violate Procore’s policies or data privacy model. +- Violate Procore’s agreements and/or policies. - Exist solely for searching Procore data outside the platform. - Only use "Login with Procore" without additional functionality. - Display ads, push notifications, or transmit malicious files. -- Use Procore data to train Large Language Models (LLMs). +- Use Procore data to train machine learning models, including Large Language Models (LLMs) and other AI models.

*** @@ -59,8 +59,8 @@ Now that you have an idea of the minimum requirements to be listed on the Procor
  • Create and verify your Developer Account through the Procore Developer Portal.
  • Create an app and add one of the available app types.
    • -
  • Invite additional collaborators to your app.
    • -
  • Access the automatically generated Developer Sandbox, which is your testing environment prior to deployment, and install your app using the Install Custom App flow to begin testing you app.
    • +
  • Invite additional team members to your app.
    • +
  • Access the automatically generated Developer Sandbox, which is your testing environment prior to deployment, and install your app using the Install Custom App flow to begin testing your app.
@@ -68,14 +68,14 @@ Now that you have an idea of the minimum requirements to be listed on the Procor
2. Gather Customer Feedback

- As you move towards publishing your app to the Procore Marketplace, gathering customer feedback becomes even more crucial. Running a pilot program with select customers can provide valuable insights into how your integration is used alongside Procore, ensuring it meets real-world needs. + As you move towards publishing your app to the Procore Marketplace, gathering customer feedback becomes even more crucial. Running a pilot program with select customers can provide valuable insights into how your integration is used alongside Procore and ensuring it meets real-world needs. While building, keep these key points in mind:

  • Onboarding Experience: Ensure that the integration is easy to onboard. Simplify the process as much as possible to reduce friction for your users.
    • -
  • Data Connector Considerations: If your app includes a data connector, carefully understand the difference between User Level and Service Account Authentication. While your app can utilize both, pick the one that aligns with your users' needs as it will significantly impact the customer experience.
    • -
  • Customer Communication & Support: Plan for customer support by creating 'Getting Started' guides or FAQs.
    • +
  • Data Connector Considerations: If your app includes a data connector, carefully understand the difference between User Level and Service Account Authentication. While your app can utilize both, pick the one that aligns with your users' needs as it can significantly impact the customer experience.
    • +
  • Customer Communication & Support: Create 'Getting Started' guides or FAQs to help inform prospective customers and guide existing customers.
  • Handling Multiple Procore Company Accounts: Keep in mind that Procore users may be part of multiple company accounts. Ensure your app is designed to work seamlessly across different Procore company accounts.
  • Enterprise Needs: Build with enterprise-level customers in mind. Consider their privacy needs, security concerns, and how easy it is to scale your solution across large organizations.
@@ -88,8 +88,8 @@ Now that you have an idea of the minimum requirements to be listed on the Procor Once your app meets the minimum requirements and you are ready to support it, you can apply to become a Procore Partner directly within the Marketplace Listing section of your app. This process includes:

    -
  1. Completing and receiving approval for the Procore Vetting Questionnaire.
    2. -
  2. Signing the Procore Framework Agreement.
    3. +
  3. Completing and receiving approval for the Procore Review Questionnaire.
    4. +
  4. Signing the Procore Framework Agreement and Technology Partner Addendum.

To learn more about the Partner Program, visit Procore Partner Overview. @@ -105,6 +105,7 @@ Now that you have an idea of the minimum requirements to be listed on the Procor

  • Submitting a demo video of your app.
  • Completing the Marketplace Listing.
    • +
  • Incorporating feedback from the Procore Marketplace team.
  • Updating your app to support Procore's production environment.

@@ -121,12 +122,12 @@ After your app is approved, you must continue to meet the following requirements ### Maintain Your Published App To maintain your app's listing and provide continuous value to customers, you must: -- Respond promptly to inquiries and support requests. +- Respond promptly to inquiries and support requests in accordance with Procore’s policies and agreements. - Keep your Marketplace Listing updated with accurate information, including app features, descriptions, and contact details. - Regularly update your app to align with Procore’s platform enhancements. - Ensure your app remains actively used by monitoring customer engagement. - Address bugs or issues promptly to maintain quality and reliability. -- Add collaborators to your app’s management team to ensure consistent support. +- Add additional team members to your app’s management team to ensure consistent support. ### Enforcement Actions Procore may take enforcement actions if your app fails to meet ongoing requirements, such as: @@ -138,9 +139,6 @@ Procore may take enforcement actions if your app fails to meet ongoing requireme *** ### Updates to Guidelines and Enforcement -Procore Technologies reserves the right to revise the Developer Documentation in its discretion. - -As described in the applicable terms and conditions, Procore may remove or decline the publication of any application listing at any time. - - +Procore Technologies reserves the right to modify the Developer Documentation at any time, in its sole discretion. +As described in the applicable terms and conditions, Procore may remove or decline the publication of any Marketplace Listing at any time. \ No newline at end of file diff --git a/app_marketplace/procore_partner_overview.md b/app_marketplace/procore_partner_overview.md index a04217b..4d3a5bc 100644 --- a/app_marketplace/procore_partner_overview.md +++ b/app_marketplace/procore_partner_overview.md @@ -7,7 +7,7 @@ section_title: App Marketplace --- ## Introduction -The Procore Technology Partner Program empowers partners to integrate their solutions with Procore, showcasing their applications on the Procore Marketplace. By becoming a partner, you join a community dedicated to advancing construction management through integrated, cloud-optimized solutions that enhance project workflows, increase efficiency, and scale businesses. +The Procore Technology Partner Program empowers partners to integrate their solutions with Procore, showcasing their apps on the Procore Marketplace. By becoming a partner, you join a community dedicated to advancing construction management through integrated, cloud-optimized solutions that enhance project workflows, increase efficiency, and scale businesses. This page provides an overview of the benefits, requirements, and steps to join the program, helping you get started with listing your integration on the Procore Marketplace.

@@ -17,15 +17,15 @@ This page provides an overview of the benefits, requirements, and steps to join The Procore Technology Partner Program offers a variety of benefits to help you succeed and grow your business. By joining, you gain: - **Visibility on the Procore Marketplace:** Showcase your solution to a global audience of construction professionals, helping you drive awareness and adoption. -- **Co-Marketing Opportunities:** Collaborate with Procore on joint marketing initiatives to amplify your app's reach and engage potential customers. +- **Self-Service Marketing Opportunities:** Gain access to a catalog of self-service marketing offerings, enabling Partners to generate awareness and demand for their products & services alongside Procore. - **Trusted Partner Status:** Build credibility by aligning your brand with Procore and showcasing your compliance with industry-leading standards.

*** ## Program Requirements -All prospective Technology Partners are expected to complete Procore’s vetting process ahead of contracting. +All prospective partners are required to complete Procore’s review process in order to be eligible to participate in the Partner Program. -Participation in the Partner Program is subject to compliance with this Program Guide, the Technology Partner Agreement, and the Partner Code of Conduct, which are available here. Partners that do not meet and maintain compliance with the relevant program requirements will be subject to a partnership review and possible change in program benefits, including removal from the Marketplace and/or loss of status as a Procore Technology Partner, per the Partner Agreement. +Participation in the Partner Program is subject to compliance with the Program Guide, Procore Partner Agreement, API Terms of Use, and the Partner Code of Conduct, which are available here. Partners that do not meet and maintain compliance with the relevant program requirements will be subject to a partnership review and possible change in program benefits, including removal from the Marketplace and/or loss of status as a Procore Technology Partner, per the Partner Agreement.

*** @@ -45,11 +45,11 @@ There are no fees to join the Procore Technology Partner Program at this time. W

In addition to the Developer Sandbox, leverage our self-service learning offerings through our Help & Learning Center.

-

  • Submit Your Request for Partner Vetting
    • - Initiate the vetting process by selecting 'Become a Partner' within the Marketplace Listing tab in your app. +
  • Submit Your Request for Partner Review
    • + Initiate the review process by selecting 'Become a Partner' within the Marketplace Listing tab in your app.

    -
  • Sign the Partnership Agreement
    • - After passing vetting, sign the Procore Partner Agreement sent to your email to officially join the program. +
  • Agree to the Partnership Agreement
    • + After passing review, sign or accept the Procore Partner Agreement sent to your email to officially join the program.

  • Finalize & Publish Your App
    • Once approved as a partner, gather feedback from from a beta customer to finalize your initial app version, then submit your app to be published on the Procore Marketplace, making it accessible to thousands of potential users. @@ -68,9 +68,9 @@ There are no fees to join the Procore Technology Partner Program at this time. W *** ### Updates to Guidelines and Enforcement -Procore Technologies reserves the right to revise the Developer Documentation in its discretion. +Procore Technologies reserves the right to revise the Developer Documentation at any time, in its sole discretion. -As described in the applicable terms and conditions, Procore may remove or decline the publication of any application listing at any time. +As described in the applicable terms and conditions, Procore may remove or decline the publication of anyMarketplace Listing at any time. diff --git a/app_marketplace/update_your_marketplace_app.md b/app_marketplace/update_your_marketplace_app.md index 8f6e817..a118a95 100644 --- a/app_marketplace/update_your_marketplace_app.md +++ b/app_marketplace/update_your_marketplace_app.md @@ -7,9 +7,9 @@ section_title: App Marketplace --- ## Introduction -As your app evolves over time, you may need to update its functionality, content, marketplace listing, or app features. You can update these items anytime in your app through the Procore Developer Portal. +As your app evolves over time, you may need to update its functionality, content, Marketplace Listing, or app features. You can update these items anytime in your app through the Procore Developer Portal. -It's important to note that you need to submit these changes to be reviewed and approved by the Procore Marketplace team. Any changes to your source code does not need to be approved. +It's important to note that you need to submit these changes to be reviewed and approved by the Procore Marketplace team. While changes to your source code itself do not require approval, any modifications that impact functionality or how your integration interacts with Procore must be reviewed.

    *** @@ -23,7 +23,7 @@ It's important to note that you must have access to the corresponding app and ha *** ## Update App Functionality -If you wish to update your app's functionality or features, you can easily accomplish this within your app through the Procore Developer Portal. +If you wish to update your app's functionality or features, follow the steps below:

    diff --git a/app_marketplace/view_app_metrics.md b/app_marketplace/view_app_metrics.md index 17623b9..aa69773 100644 --- a/app_marketplace/view_app_metrics.md +++ b/app_marketplace/view_app_metrics.md @@ -15,7 +15,7 @@ Once your app is approved and published, it becomes visible to customers and pro *** ## Metrics ### Marketplace Views -A Marketplace View is logged when a customer or prospect visits your app listing. The following data is tracked and displayed in your dashboard: +A Marketplace View is logged when a customer or prospect visits your Marketplace Listing. The following data is tracked and displayed in your dashboard: - Total page views. - Page views over a specified time period. @@ -31,9 +31,9 @@ An App Installation occurs when a customer installs your app from the Procore Ma *** ## Increasing Sales Conversation Rate -Conversion Rate measures how effectively your listing content persuades prospective Procore customers to install your app. While other factors like direct sales engagement, customer referrals, or marketing efforts may influence a decision, the conversion rate specifically tracks visits to your app listing and subsequent installations. +Conversion Rate measures how effectively your listing content persuades prospective Procore customers to install your app. While other factors like direct sales engagement, customer referrals, or marketing efforts may influence a decision, the conversion rate specifically tracks visits to your Marketplace Listing and subsequent installations. Use conversion rate as an indicator rather than the sole measure of success. To maximize conversions, ensure your listing content clearly communicates your app's value proposition to undecided customers. -It's best practice to monitor how content updates impact conversion rates. Regularly refine your listing based on customer feedback to continuously improve your app's appeal. +It's best practice to monitor how content updates impact conversion rates. Regularly refine your Marketplace Listing based on customer feedback to continuously improve your app's appeal.

    \ No newline at end of file diff --git a/webhooks/webhooks_api.md b/webhooks/webhooks_api.md index db212f6..97846a4 100644 --- a/webhooks/webhooks_api.md +++ b/webhooks/webhooks_api.md @@ -33,7 +33,7 @@ Here is an example request body for creating a Webhooks Hook at the company leve "company_id":5358233, "hook":{ "api_version":"v2", - "namespace":"procore", + "namespace":"your-company-name", "destination_url":"http://webhooks.mydomain.com", "destination_headers":{ "Authorization":"Bearer eyJ0eXAiOiJKV1QiLCJhbGciOiJFUzUxMiJ9"