Connecting to Procore

To authenticate to Procore, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.

Using OAuth Authentication

First, you will need to register an OAuth application with Procore. You can do so by logging to your Developer Account and going to Create New App. Follow all necessary steps to register your app. First you will need to create a new version of Sandbox Manifest and then promote it to Production in order to get your Production Credentials. Your OAuth application will be assigned a client id and a client secret.

After setting the following connection properties, you are ready to connect:

AuthScheme: Set this to OAuth.
InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
OAuthClientId: Set this to the client_id that is specified in you app settings.
OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
CallbackURL: Set this to the Redirect URI that is specified in your app settings

Optionally, you can also set the CompanyId property in the ProfileSettings property to your Procore company id. As most tables require a CompanyId as input, this property can be used to supply this input rather than specifying it in the query. If both this property and the CompanyId filter in a table are set, the filter takes precedence. You can obtain a list of company Ids by querying the Companies table.

Optionally, set IsSandbox to true to connect to the Procore sandbox environment (sandbox.procore.com) instead of the production environment (api.procore.com).

Example connection string:

Profile=C:\profiles\Procore.apip;Authscheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;ProfileSettings='CompanyId=598164315669877;';

Available Tables

The Procore API Profile provides access to the following tables:

AccidentLogs: Returns all Accident Logs for projects
ActualProductionQuantities: Access actual production quantity records
AdminEquipmentLogs: Retrieve admin equipment log entries
BidBoardProjects: Query bid board project information
Bids: Access project bid records
BillingPeriods: Retrieve billing period information
BudgetChangeAdjustmentLineItems: Query budget change adjustment line items
BudgetedProductionQuantities: Access budgeted production quantities
CallLogs: Retrieve call log entries
Companies: Access company records and information
CompanyFolders: Query company folder structures
CompanyInactivePeople: Retrieve inactive people at the company level
CompanyInactiveUsers: Access inactive users at the company level
CompanyInactiveVendors: Query inactive vendors at the company level
CompanyInsurances: Retrieve company insurance records
CompanyOffices: Access company office locations
CompanyPeople: Query people records at the company level
CompanyPermissionTemplates: Retrieve company permission templates
CompanyUsers: Access company user records
CompanyVendors: Query company vendor information
CompanyTimecardEntries: Return timecard entries for a specified Company with comprehensive details including clock in/out times, cost codes, crews, and custom fields
CompanyTimecardEntryChangeHistory: Retrieve change history for specific timecard entries at the Company level
CostCatalogs: Access cost catalog records
CostCodes: Query cost code information
CostItems: Retrieve cost item records
Crews: Access crew information
DailyConstructionReportLogs: Query daily construction report logs
DelayLogs: Retrieve delay log entries
Departments: Access department information
DirectCosts: Query direct cost records
Drawings: Returns drawings for a specified Drawing Area
Equipment: Retrieve equipment records
EquipmentCategories: Access equipment category information
EquipmentMakes: Query equipment makes
EquipmentModels: Retrieve equipment models
EquipmentTypes: Access equipment types
FieldProductionReport: Query field production report data
Images: Returns images for a specified Project
Incidents: Retrieve incident records
Injuries: Access injury records
Locations: Query location information
MeetingDetails: Retrieve detailed meeting information
Meetings: Access meeting records
ObservationsAssigneeOptions: Query observation assignee options
Programs: Retrieve program information
ProjectBidTypes: Access project bid types
ProjectDocumentCustomTags: Query project document custom tags
ProjectEquipment: Retrieve project equipment records
ProjectInactivePeople: Access inactive people at the project level
ProjectInactiveUsers: Query inactive users at the project level
ProjectInactiveVendors: Retrieve inactive vendors at the project level
ProjectInsurances: Access project insurance records
ProjectOwnerTypes: Query project owner types
ProjectPeople: Retrieve people records at the project level
ProjectPermissionTemplates: Access project permission templates
ProjectRegions: Query project region information
ProjectRoles: Retrieve project role information
ProjectStages: Access project stage information
ProjectTaskItems: Query project task items
ProjectTemplates: Retrieve project templates
ProjectTools: Access project tools information
ProjectTypes: Query project types
ProjectUsers: Retrieve project user records
ProjectVendors: Access project vendor information
Projects: Query project records
ProjectTimecardEntries: Return timecard entries for a specified Project with comprehensive details including approval status, billing information, and time tracking
PurchaseOrderContractLineItems: Retrieve purchase order contract line items
PurchaseOrderContracts: Access purchase order contract records
PunchItems: Returns punch items for a specified Project
Requisitions: Query requisition information
Rfis: Returns RFIs for a specified Project
Roles: Retrieve role information
StandardCostCodeLists: Access standard cost code lists
StandardCostCodes: Query standard cost codes
Subjobs: Retrieve subjob records
SubmittalStatuses: Access submittal status information
TaskItemsAssigneeOptions: Query task item assignee options
Tasks: Retrieve task records
TimecardEntries: Return all timecard entries with basic information including hours, dates, and timestamps
Timesheets: Access timesheet records
Trades: Query trade information
WorkLogs: Retrieve work log entries
WorkOrderContractLineItems: Access work order contract line items
WorkOrderContracts: Query work order contract records
WorkflowActivityHistory: Retrieve workflow activity history
WorkflowInstances: Access workflow instance records

Important Notes

The Procore API requires CompanyId for most operations. You can set this as a connection property or provide it in queries.
Timecard-related tables support date range filtering using StartDate and EndDate parameters for efficient data retrieval.
Many tables support both Company-level and Project-level access patterns, allowing flexible data queries based on organizational hierarchy.
The API supports both production (api.procore.com) and sandbox (sandbox.procore.com) environments through the IsSandbox connection property.
Date fields use ISO-8601 format (YYYY-MM-DD for dates, YYYY-MM-DDTHH:MM:SSZ for datetimes).
Pagination is automatically handled with 100 items per page for optimal performance.
Some tables include aggregate fields (JSON objects) that can be queried as string columns.
Rate limiting applies - refer to Procore API documentation for current limits.

API Documentation

For more information about the Procore API, see the official Procore API documentation.

Usage Examples

AccidentLogs:

SELECT * FROM AccidentLogs WHERE ProjectId = 12345 AND StartDate = '2024-01-01' AND EndDate = '2024-12-31'

Companies:

SELECT * FROM Companies

CompanyPeople:

SELECT * FROM CompanyPeople WHERE CompanyId = 12345

CompanyTimecardEntries:

SELECT * FROM CompanyTimecardEntries WHERE CompanyId = 12345 AND Date >= '2024-01-01' AND Date <= '2024-01-31'

CompanyTimecardEntries (with specific filters):

SELECT * FROM CompanyTimecardEntries
WHERE CompanyId = 12345
  AND Date >= '2024-01-01'
  AND Date <= '2024-01-31'
  AND PartyId = 67890

CompanyTimecardEntryChangeHistory:

SELECT * FROM CompanyTimecardEntryChangeHistory WHERE CompanyId = 12345 AND Id = 98765

CostCodes:

SELECT * FROM CostCodes WHERE ProjectId = 12345

Crews:

SELECT * FROM Crews WHERE ProjectId = 12345

Projects:

SELECT * FROM Projects

Projects (with specific company):

SELECT * FROM Projects WHERE CompanyId = 12345

ProjectTimecardEntries:

SELECT * FROM ProjectTimecardEntries WHERE ProjectId = 12345 AND LogDate = '2024-01-15'

ProjectTimecardEntries (with filters):

SELECT * FROM ProjectTimecardEntries
WHERE ProjectId = 12345
  AND LogDate = '2024-01-15'
  AND CreatedById = 54321

TimecardEntries:

SELECT * FROM TimecardEntries WHERE ProjectId = 12345 AND LogDate = '2024-01-15'

Timesheets:

SELECT * FROM Timesheets WHERE ProjectId = 12345

WorkLogs:

SELECT * FROM WorkLogs WHERE ProjectId = 12345

WorkflowInstances:

SELECT * FROM WorkflowInstances WHERE CompanyId = 12345

Bids:

SELECT * FROM Bids WHERE ProjectId = 12345

CompanyUsers:

SELECT * FROM CompanyUsers WHERE CompanyId = 12345

DailyConstructionReportLogs:

SELECT * FROM DailyConstructionReportLogs WHERE ProjectId = 12345

DirectCosts:

SELECT * FROM DirectCosts WHERE ProjectId = 12345

Drawings:

SELECT * FROM Drawings WHERE DrawingAreaId = 12345 AND CompanyId = 67890 AND ProjectId = 11111

Equipment:

SELECT * FROM Equipment WHERE CompanyId = 12345

Equipment (with filters):

SELECT * FROM Equipment WHERE CompanyId = 12345 AND TypeName = 'Excavator'

FieldProductionReport:

SELECT * FROM FieldProductionReport WHERE ProjectId = 12345

Images:

SELECT * FROM Images WHERE ProjectId = 12345 AND CompanyId = 67890

Incidents:

SELECT * FROM Incidents WHERE ProjectId = 12345

Injuries:

SELECT * FROM Injuries WHERE ProjectId = 12345

Locations:

SELECT * FROM Locations WHERE ProjectId = 12345

Meetings:

SELECT * FROM Meetings WHERE ProjectId = 12345

ProjectPeople:

SELECT * FROM ProjectPeople WHERE ProjectId = 12345

ProjectUsers:

SELECT * FROM ProjectUsers WHERE ProjectId = 12345

Projects (with status filter):

SELECT * FROM Projects WHERE Status = 'Active'

PurchaseOrderContracts:

SELECT * FROM PurchaseOrderContracts WHERE ProjectId = 12345

PunchItems:

SELECT * FROM PunchItems WHERE ProjectId = 12345 AND CompanyId = 67890

Requisitions:

SELECT * FROM Requisitions WHERE ProjectId = 12345 AND CompanyId = 67890

Rfis:

SELECT * FROM Rfis WHERE ProjectId = 12345 AND CompanyId = 67890

Tasks:

SELECT * FROM Tasks WHERE ProjectId = 12345

Trades:

SELECT * FROM Trades WHERE CompanyId = 12345

WorkOrderContracts:

SELECT * FROM WorkOrderContracts WHERE ProjectId = 12345

ActualProductionQuantities:

SELECT * FROM ActualProductionQuantities WHERE ProjectId = 12345

AdminEquipmentLogs:

SELECT * FROM AdminEquipmentLogs WHERE ProjectId = 12345

BidBoardProjects:

SELECT * FROM BidBoardProjects WHERE CompanyId = 12345

BillingPeriods:

SELECT * FROM BillingPeriods WHERE ProjectId = 12345

BudgetChangeAdjustmentLineItems:

SELECT * FROM BudgetChangeAdjustmentLineItems WHERE CompanyId = 12345 AND ProjectId = 67890

BudgetedProductionQuantities:

SELECT * FROM BudgetedProductionQuantities WHERE ProjectId = 12345

CallLogs:

SELECT * FROM CallLogs WHERE ProjectId = 12345

CompanyFolders:

SELECT * FROM CompanyFolders WHERE CompanyId = 12345

CompanyInactivePeople:

SELECT * FROM CompanyInactivePeople WHERE CompanyId = 12345

CompanyInactiveUsers:

SELECT * FROM CompanyInactiveUsers WHERE CompanyId = 12345

CompanyInactiveVendors:

SELECT * FROM CompanyInactiveVendors WHERE CompanyId = 12345

CompanyInsurances:

SELECT * FROM CompanyInsurances WHERE CompanyId = 12345

CompanyOffices:

SELECT * FROM CompanyOffices WHERE CompanyId = 12345

CompanyPermissionTemplates:

SELECT * FROM CompanyPermissionTemplates WHERE CompanyId = 12345

CompanyVendors:

SELECT * FROM CompanyVendors WHERE CompanyId = 12345

CostCatalogs:

SELECT * FROM CostCatalogs WHERE CompanyId = 12345

CostItems:

SELECT * FROM CostItems WHERE CompanyId = 12345 AND CatalogId = 67890

DelayLogs:

SELECT * FROM DelayLogs WHERE ProjectId = 12345

Departments:

SELECT * FROM Departments WHERE CompanyId = 12345

EquipmentCategories:

SELECT * FROM EquipmentCategories WHERE CompanyId = 12345

EquipmentMakes:

SELECT * FROM EquipmentMakes WHERE CompanyId = 12345

EquipmentModels:

SELECT * FROM EquipmentModels WHERE CompanyId = 12345

EquipmentTypes:

SELECT * FROM EquipmentTypes WHERE CompanyId = 12345

MeetingDetails:

SELECT * FROM MeetingDetails WHERE ProjectId = 12345 AND Id = 67890

ObservationsAssigneeOptions:

SELECT * FROM ObservationsAssigneeOptions WHERE ProjectId = 12345

Programs:

SELECT * FROM Programs WHERE CompanyId = 12345

ProjectBidTypes:

SELECT * FROM ProjectBidTypes WHERE CompanyId = 12345

ProjectDocumentCustomTags:

SELECT * FROM ProjectDocumentCustomTags WHERE ProjectId = 12345

ProjectEquipment:

SELECT * FROM ProjectEquipment WHERE ProjectId = 12345

ProjectInactivePeople:

SELECT * FROM ProjectInactivePeople WHERE ProjectId = 12345

ProjectInactiveUsers:

SELECT * FROM ProjectInactiveUsers WHERE ProjectId = 12345

ProjectInactiveVendors:

SELECT * FROM ProjectInactiveVendors WHERE ProjectId = 12345

ProjectInsurances:

SELECT * FROM ProjectInsurances WHERE ProjectId = 12345

ProjectOwnerTypes:

SELECT * FROM ProjectOwnerTypes WHERE CompanyId = 12345

ProjectPermissionTemplates:

SELECT * FROM ProjectPermissionTemplates WHERE ProjectId = 12345

ProjectRegions:

SELECT * FROM ProjectRegions WHERE CompanyId = 12345

ProjectRoles:

SELECT * FROM ProjectRoles WHERE ProjectId = 12345

ProjectStages:

SELECT * FROM ProjectStages WHERE CompanyId = 12345

ProjectTaskItems:

SELECT * FROM ProjectTaskItems WHERE ProjectId = 12345

ProjectTemplates:

SELECT * FROM ProjectTemplates WHERE CompanyId = 12345

ProjectTools:

SELECT * FROM ProjectTools WHERE ProjectId = 12345

ProjectTypes:

SELECT * FROM ProjectTypes WHERE CompanyId = 12345

ProjectVendors:

SELECT * FROM ProjectVendors WHERE ProjectId = 12345

PurchaseOrderContractLineItems:

SELECT * FROM PurchaseOrderContractLineItems WHERE ProjectId = 12345 AND PurchaseOrderContractId = 67890

Roles:

SELECT * FROM Roles WHERE CompanyId = 12345

StandardCostCodeLists:

SELECT * FROM StandardCostCodeLists WHERE CompanyId = 12345

StandardCostCodes:

SELECT * FROM StandardCostCodes WHERE CompanyId = 12345 AND StandardCostCodeListId = 67890

Subjobs:

SELECT * FROM Subjobs WHERE ProjectId = 12345

SubmittalStatuses:

SELECT * FROM SubmittalStatuses WHERE CompanyId = 12345

TaskItemsAssigneeOptions:

SELECT * FROM TaskItemsAssigneeOptions WHERE ProjectId = 12345

WorkOrderContractLineItems:

SELECT * FROM WorkOrderContractLineItems WHERE ProjectId = 12345 AND WorkOrderContractId = 67890

WorkflowActivityHistory:

SELECT * FROM WorkflowActivityHistory WHERE CompanyId = 12345 AND WorkflowInstanceId = 67890

Connection Properties

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider.

Property	Description
AuthScheme	The scheme used for authentication. Accepted entries are None, OAuth, or OAuthClient. Allowed values are: BASIC, NONE, NTLM, OAUTH, APIKEY, OAUTH_CLIENT, OAUTH_PASSWORD
CallbackURL	Identifies the URL users return to after authenticating to API via OAuth (Custom OAuth applications only).
CompanyId	Your Procore company id.
InitiateOAuth	Specifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working. Allowed values are: OFF, REFRESH, GETANDREFRESH
IsSandbox	A boolean used to instruct the driver which account to access: sandbox or production. Set it to true to access your sandbox data.
OAuthAccessToken	Specifies the OAuth access token used to authenticate requests to the data source. This token is issued by the authorization server after a successful OAuth exchange.
OAuthClientId	Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecret	Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
OAuthExpiresIn	Specifies the duration in seconds, of an OAuth Access Token's lifetime. The token can be reissued to keep access alive as long as the user keeps working.
OAuthRefreshToken	Specifies the OAuth refresh token used to request a new access token after the original has expired.
OAuthSettingsLocation	Specifies the location of the settings file where OAuth values are saved.
OAuthTokenTimestamp	Displays a Unix epoch timestamp in milliseconds that shows how long ago the current access token was created.
OAuthVerifier	Specifies a verifier code returned from the OAuthAuthorizationURL . Used when authenticating to OAuth on a headless server, where a browser can't be launched. Requires both OAuthSettingsLocation and OAuthVerifier to be set.
Scope	Scope(s) to use when authenticating, that control access to specific information.