Install Taliho in Procore and Open It in the Embedded App

This guide covers the embedded Procore path only: install Taliho in the correct Procore company, create the App Configuration that makes it visible, launch it from Procore, and complete the Taliho connection flow so the app loads inside the Procore iframe.

Before you start

Use this guide if:

You should also know which Procore company and which project or projects should receive the app first.

Step 1: Install or connect Taliho in the correct Procore company

In Procore, open the company-level admin area and go to App Management. Install or connect the Taliho app from the Procore Marketplace or the installation flow your team was given.

If Procore treats this as a custom or embedded app workflow in your environment, follow the same install path Procore documents for embedded apps and custom apps. Procore's admin references are:

• What are App Configurations?
• Create an App Configuration and Apply it to Projects
• Create a Company Level App Configuration

Step 2: Open the app in Procore App Management

After install, stay in App Management, locate Taliho, and open the app details page. This is where Procore exposes the Configurations tab used to control app visibility.

Step 3: Create the App Configuration

Click Configurations, then create a new configuration.

For most Taliho rollouts, decide between these options:

• selected project rollout
• global projects rollout for all active and future projects
• company-level rollout if you want Taliho available from the company header and the app supports company-level launch

When Procore prompts for configuration details:

1. Select the projects the configuration should apply to, or choose the global projects option if that matches your rollout.
2. Enable company-level access only if your rollout needs it and Procore offers that checkbox.
3. Enter a clear title. This is what users will recognize when they open Select an App in Procore.
4. Complete any Procore-required fields that appear for the app.
5. Save the configuration.

This guide assumes Taliho does not require extra Taliho-specific configurable fields beyond standard Procore app configuration.

Step 4: Launch Taliho from Procore

Once the configuration is saved, open a target project in Procore and launch the app from Procore's embedded app entry point. Procore's project launch reference is Launch an Embedded App in a Project.

The exact menu location can vary by Procore context, but the working test is simple: a target user should be able to choose Taliho from Procore's app launcher and see the Taliho app load inside the embedded frame.

Step 5: Complete the Taliho connection flow

After Taliho opens in Procore:

1. Sign in to Taliho or create the Taliho account if the user is new.
2. If Procore authentication starts, complete the Procore OAuth approval.
3. If Taliho shows a company-selection step, choose the correct Procore company.
4. Wait for the success flow to return you to the embedded Taliho experience.

Taliho supports a company-selection step when the authenticated Procore user belongs to more than one Procore company. Choosing the wrong company here can make the install look broken even though the app launched correctly.

Step 6: Verify the iframe is really usable

Before you roll out broadly, confirm all of the following:

What to check if the app does not appear

If Taliho does not appear in the Procore launcher at all, check these in order:

1. Confirm the app was installed in the correct Procore company.
2. Confirm the App Configuration was actually created.
3. Confirm the configuration was applied to the intended project or to global projects.
4. Confirm company-level launch was enabled if you expect the app in the company header.
5. Confirm the user is testing in a project that belongs to the configured company and scope.

What to check if the app appears but fails after launch

If the iframe opens but the user sees a Taliho connection error, the usual causes are:

• the wrong Procore company was selected during connection
• the Taliho app is not connected for that Procore company yet
• the user needs to reconnect Procore from the Taliho side

The most important backend error to recognize is this one in plain language: Taliho is not connected to the user's Procore company, so a Procore Company Admin must install or connect the app for that company and the user must try again.

Continue with the next step

After Procore can launch the app successfully, continue with Connect Procore to the Taliho Web App if your users need the standalone Taliho web-app path after the Procore Marketplace install. If the launch or connection flow fails, continue with Troubleshoot Procore Integration in Taliho.