Connecting with Procore

To set up a connection with Procore, complete all the steps in sequence using the Add New Connection wizard.

Adding a Procore Connection

As an administrator, you can set up a connection to fetch images and related data from Procore.

Note:

Construction and Engineering Intelligence can have more than one connection to Procore. However, each administrator user can have only one connection with Procore.

To add a connection to Procore:

  1. From the " " Navigation Menu, select Administration, then Data Management.
  2. On the Data Source page, from the Add New Connection drop-down list, select Procore.
  3. Click Connect.

    The Procore login page is displayed.

  4. Sign in with your Procore credentials and click Continue.
  5. On the Connection Details page sign in with your Procore credentials:
    1. In the Procore URL field, enter the Procore URL in the format: https://login.procore.com/?cookies_enabled=true
    2. In the Username field, enter your unique user name used in Procore.
    3. In the Password field, enter your alphanumeric password.

      Notes:

      • When you successfully connect to Procore, only the Disconnect button is enabled and the Connection Status now displays Connected as Procore User <username>.
      • Users can have only one connection for each data source. If the same login credentials are used to connect to the same data source again, an error message displays.
    4. Do one of the following:
      • Select Continue to Configuring Procore Settings, or
      • Select Cancel to discontinue setting up the connection at any time, and return to the Data Management page.

Configuring Procore Settings

As a Construction and Engineering Intelligence administrator, select and fetch the following types of data from Procore:

  • Company: The company in Procore containing project data.
  • Projects: A list of projects associated with the selected company in Procore.
  • Media data: The media data and user data associated with the selected project.

Note:

The following media is not fetched due to Oracle Integration Cloud security restrictions: photos greater than 60 MB, and photos without Content Type.

Prerequisite

You have successfully completed the step, Adding a Procore Connection.

Procedure

  1. On the Procore Settings page, select the historical media data to be fetched from Procore to Construction and Engineering Intelligence:
  2. In the Historical Data field, select the length of the historical data, and click Continue.
    • All (This option fetches all the historical data available in Procore for the chosen project.)
    • 60 Days
    • 30 Days
    • 7 days
    • None (Only the data captured after a successful connection is brought into Construction and Engineering Intelligence)
  3. Select the projects to fetch from Procore as follows:
    1. Select a company from the Select Procore Company drop-down list. All projects accessible to you in Procore display by default.
    2. Use the Search bar to focus your search on a subset of Procore projects.
    3. Select the check box next to the required Procore project to fetch its media data into Construction and Engineering Intelligence. You must select at least one project.
    4. Click Continue. The Ingestion Schedule page is displayed.
  4. On the Ingestion Schedule page, click Done to:
    • complete the Procore configuration setup in Construction and Engineering Intelligence
    • run a data ingestion immediately.
    • set an automatic data ingestion schedule daily at 12:00 AM UTC.
  5. Select any of the following actions:
    • View the daily ingestion schedule automatically created for Procore on the Ingestion Schedule page.
    • Run on-demand ingestion. See Running an Ingestion Manually.
    • View the new Procore connection created on the Data Management page.