Procore Setup Guide Lite

Follow our setup guide to connect Procore to Fivetran.

Prerequisites

To connect Procore to Fivetran, you need:

a Procore account with Admin permissions for the Company Admin tool.
a registered developer account on the Procore Developer Portal with access rights to all the API endpoints associated with the data you want to sync.

Find the environment in your Procore account URL and make a note of it. For example:

If your Procore URL is https://api.procore.com/en-sg, then you are using the Production environment.
If your Procore URL is https://sandbox.procore.com/en-sg, then you are using the Sandbox environment.
If your Procore URL is https://api-monthly.procore.com/en-sg, then you are using the API Monthly environment.

Log in to your Procore Developer Portal.
Go to the My Apps page and click Create a New App.
In the Create New App dialog, enter an App Name.
Click Create App.
In the left navigation pane, click OAuth Credentials.
Make a note of the client ID and client secret. You will need them to configure Fivetran.

Log in to your Procore account.
Go to the Company Admin tool.
Click App Management under Company Settings.
Click View for the data connection app you want to add permitted projects to.
Go to the Permissions tab.
In the Permitted Projects drop-down menu, select the projects you want to include as permitted projects and click Add.
Go to the Company Level Permissions tool.
Go to the Projects Permissions Template tab.
Create a permission template that grants the necessary permissions for the app.
Name the permission template with the app's name to identify it easily.
Go to the Company level Directory.
Search for the app name to locate its user account in the Directory.
Click Edit for the user account.
Select Default Permission Template and click Apply.
Select the Add [app-user-name] to all new projects checkbox.
In the Current Project Settings section, click Add for the projects you want to add as permitted projects.
Click Save.

In the connection setup form, enter the Destination schema name of your choice.
In the Environment drop-down menu, select the environment you found.
Enter the Client ID and Client secret of the data connection app you created.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Procore data.