Configure Procore in Datagrid

Login to Datagrid and follow these steps to setup a Service Account Connector:

Configuration Steps

• 1. Log in to Datagrid
• 2. Configure your Procore Connector
• 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. Configure your Procore Connector

1. Ensure you select Service Account

2. Paste your Company ID from step 4 from Setup a Procore Service Account. ‍
3. Paste your Client ID from step 4 from Setup a Procore Service Account.
4. Paste your Client Secret from step 4 from Setup a Procore Service Account.
5. Paste Procore endpoint (Optional field) It can be used to pull data from a specific URL. For example, you may want to test in a Procore sandbox or a developer environment. In this case, paste your URL in the text field that says Salesforce URL Login Endpoint.
6. Click on Validate Connector to finalize the creation of your Procore Connector.

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