> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Procore

export const title_1 = "Procore";

export const title_0 = "Procore";

## Setup Guide

Follow these steps to connect Procore to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Procore* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Select the Authentication method, then proceed to the relevant section and follow those instructions.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="OAuth">
    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:

    <Steps>
      <Step>
        Sign in to the [Procore Developer Portal](https://developers.procore.com/) and open **My Apps**.
      </Step>

      <Step>
        Click **Create New App**, enter an app name, and create the app.
      </Step>

      <Step>
        Create a new version of the **Sandbox** manifest and add an **OAuth** (authorization code) component.
      </Step>

      <Step>
        Set the **Redirect URI** to *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
      </Step>

      <Step>
        Promote the manifest to **Production** to obtain your production credentials.
      </Step>

      <Step>
        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**.
      </Step>
    </Steps>

    In Connect AI:

    <Steps>
      <Step>
        Enter the **OAuth Client Id** and **OAuth Client Secret** obtained from Procore.
      </Step>

      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Procore sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Procore account and provide the requested permissions (if applicable).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} 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.
      </Step>
    </Steps>
  </Tab>

  <Tab title="OAuthClient">
    Use this method for a service-to-service connection that authenticates with the OAuth client credentials grant, without an interactive browser sign-in. First register a service account application in the Procore Developer Portal:

    <Steps>
      <Step>
        Sign in to the [Procore Developer Portal](https://developers.procore.com/) and open **My Apps**.
      </Step>

      <Step>
        Click **Create New App**, enter an app name, and create the app.
      </Step>

      <Step>
        Create a new version of the **Sandbox** manifest and add a **Data Connection** (service account) component, which uses the client credentials grant.
      </Step>

      <Step>
        Promote the manifest to **Production** to obtain your production credentials.
      </Step>

      <Step>
        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**.
      </Step>
    </Steps>

    In Connect AI:

    <Steps>
      <Step>
        Enter the **OAuth Client Id** and **OAuth Client Secret** obtained from Procore.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} 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.
      </Step>
    </Steps>
  </Tab>
</Tabs>