Update Your Marketplace App

Learn how to update your published Procore Marketplace app.

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.

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.

Update Marketplace Listing

You can easily update the information shown on your Marketplace Listing directly in your app through the Procore Developer Portal.

It’s important to note that you must have access to the corresponding app and have the appropriate role applied. If you do not see the app you wish to update after logging into the Procore Developer Portal, reach out to your internal team for them to invite you.

Update App Functionality

If you wish to update your app’s functionality or features, follow the steps below:

Add Additional API Routes

To expand your app's functionality, explore additional API routes by referring to the Procore Rest API Overview. Identify the required routes for creating, updating, or reading data from Procore, and integrate them into your source code.

If your app uses the Service Account Authentication grant type, make sure to update the tool permissions to prevent errors.

Updating Embedded & Iframe Properties

If you're considering updating your full-screen or side panel app by changing the URL source, adding additional views or incorporating parameter interpolation, follow these steps:

  1. Access your app via the Procore Developer Portal and click the pencil icon to the right of the component you wish to edit.
  2. Update the information as needed, such as changing the URL, selecting different views or adding parameter interpolation.
  3. Select Save Component in the bottom right corner.
  4. Click Save Version to confirm the changes and create a new version for the Developer Sandbox.
  5. Test the changes by Installing Your App in the Developer Sandbox as a custom app.
  6. When you're satisfied with the changes, click Promote Version to make the changes available in the production environment and then Submit for Review to notify the Procore Marketplace team for approval.

Update App Tool Permissions

If you're expanding your app's functionality, ensure you update the required permissions to prevent errors. Here's how to proceed based on your grant type:

  • For apps using User Level Authentication:
    • Since permissions are user-specific, you can't directly manage them. However, consider updating your app requirements on the Marketplace Listing.

  • For apps using Service Account Authentication:
    1. Access your app via the Procore Developer Portal and click Add Components or Edit Permissions.
    2. Update the information as needed, such as changing the permissions or selecting a different authentication type.
    3. Select Save Component in the bottom right corner.
    4. Click Save Version to confirm the changes and create a new version for the Developer Sandbox.
    5. Test the changes by Installing Your App in the Developer Sandbox as a custom app.
    6. When you're satisfied with the changes, click Promote Version to make the changes available in the Production environment and then Submit for Review to notify the Procore Marketplace team for approval.
It's important to note that if your app uses a Service Account Authentication, it must adhere to the principle of least privilege, granting access only to the tools it integrates with and using the minimum required permissions.