To connect Procore to Datagrid, you will need to create a Service Account in Procore. Here is how to get started:
Configuration Steps
- 1. Create a Service Account
- 2. Assign Permission Templates
- 2.1 Company permission template.
- 2.2 Project permission template.
- 2.3 Assign permission template.
- 3. Edit Service Account User Settings.
- 3.1 User messaging.
- 3.2 Company permission settings.
- 3.3 Project permission settings.
- 4. Information Required for Datagrid Setup.
1. Create a Service Account
- Login to Procore as an Administrator. Click to open the Apps dropdown (top right) and select the App Management option.
- Under Company Settings, click on the Service Account option, then click +New (top right).
- Enter the following in the provided fields:
- App Type: click the Custom option
- Description: Datagrid unlocks your data’s potential by creating personalized AI Agents with your data, analyzing from multiple sources and enhancing your data effortlessly.
- Company/Developer Name: Datagrid
- Company/Developer Email: Enter an Administrator email from your company (i.e., admin@yourcompany.com)
- Name: Datagrid App
Note: Creating a Service Account will create a new User in your company. The new user's name will have the format ServiceAccountName-YourCompanyName (i.e., toric-app-toric-demo-company-us02). In our example, our app is Toric App, and our company name is Toric Demo Company US02.
2. Assign Permission Templates
Datagrid’s access to information depends on the permission template you assign to a Service Account. If you already have an Admin permission template that gives full access to Company and Project Data, you could jump directly to Step 2.3.
If you need to create a new permission template, click on the Company Tools dropdown and select the Permissions option. Then follow Steps 2.1-2.3 bellow to create new templates.
2.1 Company permission template.
- Click on the Company Permissions Templates.
- Click on +Create Company Permission Template (top right).
- Enter the name Service Account Template (Company) and click confirm.
- In the row "Permissions Tool", click the radio button under Admin and then Save.
2.2 Project permission template.
- Click on the Project Permissions Template.
- Click on +Create Project Permission Template (top right) and select the Project (Global) option.
- Enter the name Service Account Template (Project) and click confirm.
- In the row "Permissions Tool", click the radio button under Admin and then Save.
2.3 Assign permission template.
Navigate back to the User Permissions tab and use the search box to enter the name of the Service Account you created in Step 1.
Note: The user name for the service account is formatted to show the name of the service account followed by your company name (i.e., toric-app-YourCompanyName). In our example, toric-app-toric-demo-company-us02.
- Use the Actions dropdown to the left of your service account and select the option Assign Company Permissions.
- Assign the Service Account Template (Company).
- Navigate back to User Permissions and repeat Step 2.3 this time selecting Assign Default Project Permissions.
- Assign the Service Account Template (Project).
Note: You could assign any existing template in your Procore Account as long as the template has Admin permissions.
3. Edit Service Account User Settings.
Open the Company Tools dropdown and select Directory, then search for the Service Account you created in Step 1. Click Edit and make sure the following options are applied:
3.1 User messaging.
Use the dropdown to select the option Not at all. This will avoid unnecessary email notifications.
3.2 Company permission settings.
Ensure that the template selected matches the option you selected in Step 2.3. We use the created Service Account Template (Company) in our example.
3.3 Project permission settings.
- Make sure to check both boxes in the New Project Settings. This will ensure that your Datagrid App (Service Account) will have access to new Procore projects as they get created.
- In Current Project Settings, make sure Datagrid App (Service Account) has access to all projects. If not, click the Add All button in the Does Not Belong To section. The Add All button will add the Test and Toric Resort project in the example below. Click Save (bottom right) to apply your changes.
Note: Inactive projects will not show. If you wish to get the data from all projects, please make sure all your projects are Active.
4. Information Required for Datagrid Setup.
You will need the following information found in your Procore Account.
- Client ID
- Client Secret
- Company ID
Note: The Client Secret is only visible when a Service Account is created. If you lose this, you will need to Reset Secret and update all Procore configurations in Toric. We recommend saving your service account info in a password manager or anywhere safe.
Please review Configure Procore in Datagrid to see how to set up data access.