Back Up Procore data to SQL Server through SSIS

This article illustrates using the Procore ADO.NET Data Provider within a SQL Server SSIS workflow for the direct transfer of Procore data to a Microsoft SQL Server database. It's worth noting that the identical process detailed below is applicable to any CData ADO.NET Data Providers, enabling the direct connection of SQL Server with remote data through SSIS.

1. Open Visual Studio and create a new Integration Services project.
2. Add a new Data Flow task from the toolbox onto the Control Flow screen.

3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Procore.

5. In the connection manager, enter the connection details for Procore data.

   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

6. Open the DataReader editor and set the following information:

   • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
   • Data access mode: Select 'SQL command'.
   • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:
     SELECT Id, Name FROM Companies WHERE IsActive = 'true'

7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.

8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

   • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
   • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.

9. Configure any properties you wish on the Mappings screen.

10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Procore data.