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Connect to live data from Procore with the API Driver

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PowerShell Scripting to Replicate Procore Data to MySQL



Write a simple PowerShell script to replicate Procore data to a MySQL database.

The CData Cmdlets for Procore offer live access to Procore data from within PowerShell. Using PowerShell scripts, you can easily automate regular tasks like data replication. This article will walk through using the CData Cmdlets for Procore and the CData Cmdlets for MySQL in PowerShell to replicate Procore data to a MySQL database.

After obtaining the needed connection properties, accessing Procore data in PowerShell and preparing for replication consists of four basic steps.

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

Collecting Procore Data

  1. Install the module:

    Install-Module APICmdlets
  2. Connect to Procore:

    $api = Connect-API -Profile $Profile -Authscheme $Authscheme -OAuthClientId $OAuthClientId -OAuthClientSecret $OAuthClientSecret -CallbackUrl $CallbackUrl
  3. Retrieve the data from a specific resource:

    $data = Select-API -Connection $api -Table "Companies"

    You can also use the Invoke-API cmdlet to execute pure SQL-92 statements:

    $data = Invoke-API -Connection $api -Query 'SELECT * FROM Companies WHERE IsActive = @IsActive' -Params @{'@IsActive'='true'}
  4. Save a list of the column names from the returned data.

    $columns = ($data | Get-Member -MemberType NoteProperty | Select-Object -Property Name).Name

Inserting Procore Data into the MySQL Database

With the data and column names collected, you are ready to replicate the data into a MySQL database.

  1. Install the module:

    Install-Module MySQLCmdlets
  2. Connect to MySQL, using the server address and port of the MySQL server, valid user credentials, and a specific database with the table in which the data will be replicated:

    $mysql = Connect-MySQL -User $User -Password $Password -Database $Database -Server $Server -Port $Port
  3. Loop through the Procore data, store the values, and use the Add-MySQL cmdlet to insert the data into the MySQL database, one row at a time. In this example, the table will need to have the same name as the Procore resource (Companies) and to exist in the database.

    $data | % { $row = $_ $values = @() $columns | % { $col = $_ $values += $row.$($col) } Add-MySQL -Connection $mysql -Table "Companies" -Columns $columns -Values $values }

You have now replicated your Procore data to a MySQL database. This gives you freedom to work with Procore data in the same way that you work with other MySQL tables, whether that is performing analytics, building reports, or other business functions.

Notes

  • Once you have connected to Procore and MySQL in PowerShell, you can pipe command results to perform the replication in a single line:

    Select-API -Connection $api -Table "Companies" | % { $row = $_ $values = @() $columns | % { $col = $_ $values += $row.$($col) } Add-MySQL -Connection $mysql -Table "Companies" -Columns $columns -Values $values }
  • If you wish to replicate the Procore data to another database using another PowerShell module, you will want to exclude the Columns, Connection, and Table columns from the data returned by the Select-API cmdlet since those columns are used to help pipe data from one CData cmdlet to another:

    $columns = ($data | Get-Member -MemberType NoteProperty | Select-Object -Property Name).Name | ? {$_ -NotIn @('Columns','Connection','Table')}