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Set up a connection to Procore

Procore is a leading cloud-based construction management platform that helps teams collaborate across the entire project lifecycle by centralizing project data, streamlining workflows, and integrating with various tools to improve efficiency, safety, and financial visibility on construction projects..

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API version 

Select your Procore account API version.

Environment * 

Select your Procore account environment type:

  • Production: if your account URL is https://login.procore.com

  • Sandbox: if your account URL is https://login-sandbox.procore.com

Company ID * 

Enter your Procore company ID. For example, if your Procore URL is https://app.procore.com/4276361/company/home/list, then 4276361 is your Company ID. For detailed information, see Company ID.

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Procore.

How to retrieve the client ID and client secret 

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Project ID * (This setting is visible only when you select v2.1 API version)

Enter your Procore project ID. For example, if your Procore URL is https://app.procore.com/8376361/project/home, then 8376361 is your Project ID. For detailed information, see Project ID.

How to retrieve the client ID and client secret

  1. Sign in to your Procore admin account.

  2. Click Create new app.

  3. Enter an App name.

  4. Paste the integrator.io redirect URL and click Create app.

    • For NA: paste https://integrator.io/connection/oauth2callback

    • For EU: paste https://eu․integrator.io/connection/oauth2callback

  5. Navigate to OAuth Credentials (for Production).

  6. Copy the Client ID.

  7. Click Show client secret.

  8. Copy the Client secret.

  9. Navigate to Sandbox OAuth Credentials (for Sandbox).

  10. Copy the Client ID.

  11. Copy the Client secret.

Additional references