Connect to Procore Data in ACL Analytics

ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.

CData Connect AI offers a dedicated cloud-to-cloud interface for Procore, enabling analytics directly from live Procore data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Procore. This leverages server-side processing to swiftly deliver the requested Procore data.

Configure Procore Connectivity for ACL Analytics

Connectivity to Procore from ACL Analytics is made possible through CData Connect AI. To work with Procore data from ACL Analytics, we start by creating and configuring a Procore connection in CData Connect AI.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Procore" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Procore. Enter the necessary authentication properties to connect to Procore.

   To connect to Procore, register an application in the Procore Developer Portal under My Apps. Add an OAuth component to the Sandbox manifest, set the Redirect URI to https://oauth.cdata.com/oauth/, then promote the manifest to Production to receive usable credentials. Then set the following:

   • OAuth Client Id: The Client ID from your Procore application.
   • OAuth Client Secret: The Client Secret from your Procore application.

   Click Sign In to complete OAuth authentication.

   For service account access, add a Data Connection component to your app instead. Enter the OAuth Client Id and Client Secret — no browser sign-in is required.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Procore Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Procore data from ACL Analytics.

Connect to Procore from ACL Analytics

The steps below outline connecting to CData Connect AI from ACL Analytics to create a new Procore data source. The CData Connect AI Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.

1. With your Analytics File open, select 'Import' --> 'Database and application'
2. Create a new SQL Server connection
3. Set the connection information
   • Server: tds.cdata.com
   • Port: 14333
   • Auth Scheme: Password
   • Username: a Connect AI user, for example, [email protected]
   • Password: the PAT for the above Connect AI user
   • Database: the name of your Procore connection, for example, API1
   
4. Click "Test Connection"
5. Click "OK"
6. You are now ready to work with your Procore data in ACL Analytics!

Live connections to Procore data from your applications

ACL Analytics can now connect to live Procore data directly through Connect AI, allowing you to analyze Procore data without duplicating it.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect AI today!