> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PEX Connector for Procore — Set up

> The PEX Connector for Procore automates importing PEX transactions into your Procore account.

## Setting up tags within PEX

Tags are essential for the PEX Connector for Procore. Set up at least one tag with a temporary value before you configure the Procore connector. You can set up to three tags: **Projects**, **Cost codes**, and **Cost types**.

### Projects tag

<Steps>
  <Step>
    Go to **Business settings** > [**Tag Manager**](https://dashboard.pexcard.com/business-settings/tags?utm_source=support).
  </Step>

  <Step>
    Click **Add Tag**.
  </Step>

  <Step>
    Set **Name** to `Procore Projects`.
  </Step>

  <Step>
    Add a **Description** such as "Project names".
  </Step>

  <Step>
    (Optional) Select **Required** if cardholders must use this tag on every transaction.
  </Step>

  <Step>
    Choose **Dropdown** as the **Type**.
  </Step>

  <Step>
    Click **Add a new option** and enter `Test` for both **Display as** and **Option value**.

    <Note>
      **Note:**

      After the connector is configured, Procore will supply real project values. Tag Manager still needs at least one option to save the tag—use **Test** as a placeholder for now.
    </Note>
  </Step>

  <Step>
    Ensure **Enabled** is selected.
  </Step>

  <Step>
    Click **Save tag**.
  </Step>
</Steps>

### Cost codes tag

<Steps>
  <Step>
    Go to **Business settings** > [**Tag Manager**](https://dashboard.pexcard.com/business-settings/tags?utm_source=support).
  </Step>

  <Step>
    Click **Add Tag**.
  </Step>

  <Step>
    Set **Name** to `Procore Cost Codes`.
  </Step>

  <Step>
    (Optional) Add a **Description** such as "Cost codes".
  </Step>

  <Step>
    Select **Required** — cost codes are required for this integration.
  </Step>

  <Step>
    Choose **Dropdown** as the **Type**.
  </Step>

  <Step>
    Click **Add a new option** and enter `Test` for both **Display as** and **Option value**.

    <Note>
      **Note:**

      After the connector is configured, Procore will sync cost code options. You need a temporary option (e.g. **Test**) to save the tag initially.
    </Note>
  </Step>

  <Step>
    Ensure **Enabled** is selected.
  </Step>

  <Step>
    Click **Save tag**.
  </Step>
</Steps>

### Cost types tag

<Steps>
  <Step>
    Go to **Business settings** > [**Tag Manager**](https://dashboard.pexcard.com/business-settings/tags?utm_source=support).
  </Step>

  <Step>
    Click **Add Tag**.
  </Step>

  <Step>
    Set **Name** to `Procore Cost Types`.
  </Step>

  <Step>
    (Optional) Add a **Description** such as "Cost types".
  </Step>

  <Step>
    Select **Required** — cost types are required for this integration.
  </Step>

  <Step>
    Choose **Dropdown** as the **Type**.
  </Step>

  <Step>
    Click **Add a new option** and enter `Test` for both **Display as** and **Option value**.

    <Note>
      **Note:**

      After the connector is configured, Procore will sync cost type options. You need a temporary option (e.g. **Test**) to save the tag initially.
    </Note>
  </Step>

  <Step>
    Ensure **Enabled** is selected.
  </Step>

  <Step>
    Click **Save tag**.
  </Step>
</Steps>

After tags are set up, they appear on the PEX transaction details screen. Cardholders and administrators can use them to categorize each transaction.

<Note>
  **Note:**

  Once the Procore connector is configured, **Display as** and **Option value** for these tags are populated automatically from Procore.
</Note>

## Configuring the PEX Connector for Procore

For steps to configure the connector, see [PEX Connector for Procore](/administrator-guide/pex-connector-for-procore).