Procore Connector

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Version 8

Intro

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

You connect to your Procore account in the Data Center. This topic discusses the fields and menus that are specific to the Procore connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Procore account and create a DataSet, you must the email address you use to log into Procore, along with your Procore password.

Connecting to Your Procore Account

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

Credentials Pane

The Domo Procore connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Procore accounts in Domo) to open the Procore OAuth screen where you can enter your Procore email address and password. Once you have entered valid Procore credentials, you can use the same account any time you go to create a new Procore DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Description

Report

Select the Procore report you want to run. The following reports are available:

List Budget Items	Lists budget line items for a given company and project.
List Calendar Events	Lists calendar events for a given company, project, and date or date range.
List Change Orders	Lists change orders for a given company, project, and contract.
List Change Order Requests	Lists change order requests for a given company, project, and contract.
List Checklist Templates	Lists checklist templates for a given company and project.
List Checklists	Lists checklist templates for a given company and project.
List Companies	Lists companies in your account.
List Company Insurances	Lists insurances for a given company.
List Company Users	Lists users for a given company.
List Company Vendor Insurances	Lists insurances for a given company and vendor.
List Company Vendors	Lists vendors for a given company.
List Contract Payments	Lists payments for a given company, project, and contract.
List Cost Codes	Lists costs codes for a given company and project.
List Direct Costs	Lists costs for a given company and project.
List Drawing Areas	Lists drawing areas for a given company and project.
List Drawings	Lists drawings for a given drawing area.
List Equipment	Lists equipment for a given company and project.
List Inspectors	Lists inspectors for a given company and project.
List Line Item Types	Lists item types for a given company.
List Locations	Lists locations for a given company and project.
List Meetings	Lists meetings for a given company and project.
List Meetings Categories	Lists meeting categories for a given company, project, and meeting.
List Note Logs	Lists note logs for a given company and project.
List Photo Albums	Lists photo albums for a given company and project.
List Photos	Lists photos for a given company, project, and album.
List Plan Revision Logs	Lists plan revision logs for a given company and project.
List Potential Change Orders	Lists potential change orders for a given company, project, and contract.
List Prime Contract (Attachment)	Lists prime contract attachments for a given company and project.
List Prime Contract (Change Orders)	Lists prime contract change orders for a given company and project.
List Prime Contract (Line Items)	Lists prime contract line items for a given company and project.
List Prime Contract (Order Packages)	Lists prime contract order packages for a given company and project.
List Prime Contract (Order Requests)	Lists prime contract order requests for a given company and project.
List Prime Contract (Payment Received)	Lists prime contract received payments for a given company and project.
List Programs	Lists programs for a given company.
List Project Budget Details	Lists project budget details for a given company and project.
List Project Dates	Lists project dates for a given company and project.
List Project Folders	Lists project folders for a given company and project.
List Project Insurances	Lists project insurancess for a given company and project.
List Project Roles	Lists project roles for a given company and project.
List Project Users	Lists project users for a given company and project.
List Project Vendors	Lists project vendors for a given company and project.
List Projects	Lists projects for a given company.
List Punch Item Types	Lists punch item types for a given company and project.
List Purchase Order Contract	Lists purchase order contracts for a given company and project.
List Quantity Logs	Lists quantity logs for a given company and project.
List Recently Updated Photos	Lists recently updated photos for a given company and project.
List RFIS	Lists RFIS for a given company and project.
List Standard Cost Code Lists	Lists standard cost code lists for a given company.
List Standard Cost Codes	Lists standard cost codes for a given company and cost code list.
List Submittals	Lists submittals for a given company and project.
List Timecard Entries	Lists timecard entries for a given company and project.
List Timecard Time Types	Lists timecard time types for a given company and project.
List Trades	Lists trades for a given company.
List Visitor Logs	Lists visitor logs for a given company and project.
List Waste Logs	Lists waste logs for a given company and project.
List Work Logs	Lists work logs for a given company and project.
List Work Order Contracts	Lists work order contracts for a given company and project.
Project Details	Lists project details for a given company and project.

Company

Select the company you want to retrieve information for.

Project Filter

Specify whether you want to retrieve data for all projects, active projects only, or inactive projects only.

Project

Select the project you want to retrieve information for.

Contract

Select the contract you want to retrieve information for.

Company Vendor

Select the vendor you want to retrieve information for.

Drawing Area

Select the drawing area you want to retrieve information for.

Meeting

Select the meeting you want to retrieve information for.

Album

Select the album you want to retrieve information for.

Standard Cost Code

Select the standard cost code list you want to retrieve information for.

Duration

Select whether you want to pull data for a specific date or a date range.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date.

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

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 Data Connector.