ProcoreV2 Connector

Intro

Procore helps construction companies, property owners, project managers, contractors, and partners collaborate on large-scale projects. It provides shared access to documents, planning systems, and data. Use the Domo Procore connector to get lists of budget items, work orders, equipment, projects, vendors, and more. To learn more about the ProcoreV2 API, visit their page (https://www.procore.com/platform/procore-connect.php).

You can connect to your ProcoreV2 account in the Data Center. This topic discusses the fields and menus that are specific to the ProcoreV2 connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

Prerequisites

To connect to your ProcoreV2 account and create a DataSet, you need the email address and password associated with your ProcoreV2 Account.

Connecting to Your Procore Account

This section enumerates the options in the Credentials and Details panes on the ProcoreV2 Connector page. The components of the other panes on this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

Credentials Pane

The Domo ProcoreV2 connector uses OAuth for authentication, so you don’t need to enter credentials in Domo. Select Add Account to open the Procore OAuth screen. Then, enter your Procore email address and password, or choose an existing Procore account in Domo.

Once you have entered valid ProcoreV2 credentials, you can use the same account to create a new ProcoreV2 DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

Details Pane

Menu	Description
Report	Select the ProcoreV2 report you want to run. The following reports are available: Report Name Description Companies Returns a list of companies that the authenticated user can view. Cost Codes Returns a list of all standard cost code lists at the company level. Change Event Settings Retrieve values for change event settings. Company Configurable Field Sets Returns a list of all configurable field sets associated with a company. Direct Costs Returns a list of all direct cost items for a project. Equipment Returns a list of all project equipment. Locations Returns a list of locations associated with a project. Project Dates Returns a list of project dates. Project Folders Returns a list of folders and files for a specified project. Projects Returns a list of active projects. Submittals Details Returns a list of all submittals. Trades Returns a list of all trades associated with a company.
Company	Select the company to run the report.
Project Filter	Select the project filter for project types.
Configurable Field Set Filter	Select the filter type for the configurable field set.
Project	Select the project to run the report. To run the report for all projects in the selected company, search for All Projects in the search box or scroll through the list and select All Projects.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.