Connect Procore in App Xchange

Before you can use Procore with App Xchange, these steps must be completed by a Procore administrator.

These steps require Admin permissions on the Company level Directory tool in Procore.
  1. Prepare your Procore application. Choose one of the following:
    • If your integration target has an app in the Procore App Marketplace, install it in your company's Procore account. For instructions, see Install an App from the Procore Marketplace.
    • If your integration target does not have an app in the Procore App Marketplace, create a custom app to acquire the Client ID and Secret. For instructions, see Building an Application.
  2. Depending on your integration, enter the connector details in App Xchange. If you are using the general configuration method, check Procore Connector Configuration for additional connector details.
    Note: Depending on the workspace type, this connector uses either a connection or fields built into the general configuration to manage credentials. Either method works. Eventually, connections will be used in all workspaces to allow for more data protection enhancements.
    Note: Certain integrations, such as Procore + Vista (Financials), will provide a base connection. This pre-populates some connector detail fields. If the connector has one or more base connections enabled, you must select one.
    • OAuth Client Details: Create a new OAuth Client using either the Procore V2 OAuth Client Credentials Auth or Procore V2 OAuth Code Flow Auth connection definitions. For instructions on creating a new OAuth Client, see OAuth Clients.
      Note: Depending on the integration for which the connector is being used, a public client may be available. You may use this instead of creating your own.

    • CompanyId: Enter the ID of the Procore company you want to connect. To find this number, sign in to Procore and copy the number in the URL that displays after app.procore.com. For example, https://app.procore.com/112233/company/home/thumbnail.

      Note: The Company ID can also be retrieved by accessing your service account with the Procore administration tool.

    • Connection Environment: Select the environment you want to connect.

You must cache a Procore project before caching anything else. Otherwise, you will receive an error message stating, "Service failed with the message: Required property 'settings' not found in JSON."