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Create Connection | User Interface

  1. Select Connections > Add connection.

  2. Select Procore as the platform on the Add connection modal.

  3. Enter the connection information. Reference the table below for details about each field.

  4. Select Sign in with Procore.

  5. On the Log In modal, enter the required credentials and select Log In. 

  6. You will see a "Connection test succeeded" message on the Add connection modal. (If you don't see this message, repeat the sign in and authorization steps above.)

  7. Select Done.


Add connection modal - Procore

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Add connection modal - Use Custom Credentials

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Field

Description

Required

Display as

Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists.

If you do not add a display name, the connection will automatically be named “Procore.”  DryvIQ recommends you enter a name that more readily identifies the connection, especially if you will be creating multiple connections.

Optional

Platform API Credentials

Required

Use the system default client credentials 

Select this option to use the default DryvIQ client application credentials.

Use custom client credentials 

Select this option to use custom client credentials provided by your administrator. When selected, three additional fields will be available to enter the credentials.

Domain

This field displays only when you select Use custom client credentials. Enter the Procore login URL: https://api.procore.com/

Optional

Client ID

This field displays only when you select Use custom client credentials. Enter the client ID required to access the the account. This value will be provided by your administrator. 

Optional

Client Secret

This field displays only when you select Use custom client credentials. Enter the client secret required to access the account. This value will be provided by your administrator. 

Optional

Procore Customer Log In 

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Connection Test Succeeded

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Features and Limitations

Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. The information below is platform specific. Use the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations. 

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Below is list of Procore supported and unsupported features as well as additional file/folder restrictions. 

Supported Features (tick)

Unsupported Features (error)

Other Features/Limitations (warning)

Tags map

Account map

Invalid characters: / < > : \ \\ | ? *

Version preservation

Author/Owner preservation

File size maximum: N/A

File lock propagation

Path length maximum: 255

Group map

Segment path length: N/A

Metadata map

Restricted types: N/A

Mirror lock ownership

No trailing whitespace before extensions

Permission preservation

No trailing whitespace after extensions

/wiki/spaces/S4D/pages/193691984

User impersonation

Timestamp preservation

Rate Limits

The Procore API allows 3,600 calls per hour per client. For jobs set to run on a schedule, DryvIQ attempts to balance the rate limit and scale back on the content being handled to prevent reaching the limit. If DryvIQ can’t transfer all the content due to the hourly rate limit, the remaining content will be transferred as part of the next job run when the rate limit resets.

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The sample code below shows how to create a job for a Procore connection created to connect as a standard user.

POST {{url}}v1/jobs

Code Block
{
    "name":"Simple Job",
    "kind": "transfer",
    "transfer": {
      "transfer_type": "copy",
        "source": {
            "connection": { "id": "Source connection ID" },
            "target": {
                "path": "/sourceDocumentLibrary"
            }
        },
        "destination": {
            "connection": { "id": "Destination Connection ID" },
            "target": {
                "path": "/destinationFolder"
            }
        },
        "simulation_mode": false
    },
    "schedule": {
        "mode": "manual"
    },
    "stop_policy": {
        "on_success": 5,
        "on_failure": 5,
        "on_execute": 25
    },
    "category": {
      "name": "Report {Name}"
    }
}