Connect to Procore Data in Airbyte ELT Pipelines

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Procore data. This article illustrates the process of connecting to Procore through Connect AI and constructing ELT pipelines for Procore data within Airbyte.

CData Connect AI offers a dedicated SQL Server interface for Procore, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Procore. This harnesses server-side processing to swiftly retrieve the desired Procore data.

Configure Procore Connectivity for Airbyte

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

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.

   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 Airbyte.

Connect to Procore from Airbyte

To establish a connection from Airbyte to CData Connect AI, follow these steps.

1. Log in to your Airbyte account
2. On the left panel, click Sources, then Add New Source
   • Set Source Type to MSSQL Server to connect the TDS endpoint
   • Set Source Name
   • Set Host URL to tds.cdata.com
   • Set Port to 14333
   • Set Database to the name of the connection you previously configured, e.g. API1.
   • Set Username to your Connect AI username
   • Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
   • (Optional) Set Schema to anything you want to apply to the source
   • Set Password to your Connect AI PAT
   • (Optional) Enter any needed JBDC URL Params
3. Click Test and Save to create the data source.

Create ELT Pipelines for Procore Data

To connect Procore data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

Get CData Connect AI

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