Procore Setup Guide Lite
Follow our setup guide to connect Procore to Fivetran.
Prerequisites
To connect Procore to Fivetran, you need:
- a Procore account.
- 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.
Setup instructions
Find environment
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 theProduction
environment. - If your Procore URL is
https://sandbox.procore.com/en-sg
, then you are using theSandbox
environment. - If your Procore URL is
https://api-monthly.procore.com/en-sg
, then you are using theAPI Monthly
environment.
Create application
- Log in to your Procure 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.
Finish Fivetran configuration
- In the connector 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 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.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connector Configuration