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Setup Guide

Follow these steps to connect Procore to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Procore into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select the Authentication method, then proceed to the relevant section and follow those instructions.

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Authentication Methods

Use this method to authenticate as an individual user through an interactive browser sign-in. First register an OAuth application in the Procore Developer Portal:
1
Sign in to the Procore Developer Portal and open My Apps.
2
Click Create New App, enter an app name, and create the app.
3
Create a new version of the Sandbox manifest and add an OAuth (authorization code) component.
4
Set the Redirect URI to https://oauth.cdata.com/oauth/.
5
Promote the manifest to Production to obtain your production credentials.
6
On the app page, make note of the Client ID and Client Secret. In Connect AI, the Client ID is entered as the OAuth Client Id and the Client Secret as the OAuth Client Secret.
In Connect AI:
1
Enter the OAuth Client Id and OAuth Client Secret obtained from Procore.
2
Click Sign in to connect securely through OAuth. This action opens the Procore sign-in page in a new tab.
3
Log in to your Procore account and provide the requested permissions (if applicable).
4
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.