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Connect to live data from Procore with the API Driver

Connect to Procore

Build a Simple VCL Application for Procore Data



How to build a simple VCL Application to view Procore data in RAD Studio using the CData ODBC Driver for Procore.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Procore, you gain access to live Procore data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to retrieve Procore data. This article will walk through connecting to Procore and creating a simple VCL application with the Form Designer.

Create a Connection to Procore Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the Procore Profile on disk (e.g. C:\profiles\Procore.apip). Next, set the ProfileSettings connection property to the connection string for Procore (see below).

Procore API Profile Settings

To authenticate to Procore, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.

First, you will need to register an OAuth application with Procore. You can do so by logging to your Developer Account and going to Create New App. Follow all necessary steps to register your app. First you will need to create a new version of Sandbox Manifest and then promote it to Production in order to get your Production Crendentials. Your Oauth application will be assigned a client id and a client secret.

After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to OAuth.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
  • OAuthClientId: Set this to the client_id that is specified in you app settings.
  • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
  • CallbackURL: Set this to the Redirect URI that is specified in your app settings

You can then follow the steps below to use the Data Explorer to create a FireDAC connection to Procore data.

  1. In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
  2. Right-click the ODBC Data Source node in the Data Explorer.
  3. Click Add New Connection.
  4. Enter a name for the connection.
  5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Procore.

Create VCL Applications with Connectivity to Procore Data

Follow the procedure below to start executing queries to Procore data from a simple VCL application that displays the results of a query in a grid.

  1. Drop a TFDConnection component onto the form and set the following properties:

    • ConnectionDefName: Select the FireDAC connection to Procore data.
    • Connected: Select True from the menu and, in the dialog that appears, enter your credentials.
  2. Drop a TFDQuery component onto the form and set the properties below:

    • Connection: Set this property to the TFDConnection component, if this component is not already specified.
    • SQL: Click the button in the SQL property and enter a query. For example:

      SELECT Id, Name FROM Companies WHERE IsActive = 'true'
    • Active: Set this property to true.
  3. Drop a TDataSource component onto the form and set the following property:

    • DataSet: In the menu for this property, select the name of the TFDQuery component.
  4. Drop a TDBGrid control onto the form and set the following property:

    • DataSource: Select the name of the TDataSource.
  5. Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.