Configure a Procore DMSA Account in Datagrid

Procore Developer Managed Service Account, or DMSA is a method which allows Procore Administrators to install third party apps in order to access Procore data. For more on this topic please read the following support article.

Login to Datagrid and follow these steps to setup a Procore Connector:

Configuration Steps

• 1. Log in to Datagrid
• 2. Connect to your Procore Account
• 3. Set-Up your Pipeline
• 4. Pick your Data to Import

1. Log in to Datagrid

1. Log in to your DataGrid account

2. Search for the Procore connector

2. Connect to your Procore Account

1. Ensure you select Developer Managed Service Account

2. Log in to Procore

3. Set-Up your Pipeline

1. Type a unique name for your Procore DMSA Connector
2. Select a Procore API Endpoint, this will allow you to extract data from a specific environment of your choice:
• sandbox.procore.com
• api-monthly.procore.com
• api.procore.com

Note: To test your new connector, you can use the sandbox URL. When you are ready to ingest actual company data, update the configuration and select api.procore.com.
3. Select a Company ID This ensures that you do not have to create a configuration for each company account but instead have one configuration in Datagrid to access data from multiple company accounts.


Note: If your administrator account has access to multiple companies each of them will appear in the list and you will have the ability to select all the populated Company IDs.

4. Now that you have all Configuration details filled in, click on Validate Connector

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4. Pick your Data to Import

Select the data you’d like to export and click Start First Import to begin bringing data into Datagrid