Use the Connect Server to Access Procore Data in Microsoft Power Pivot

This article will explain how to use the Connect Server to provide Procore data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve Procore data in Power Pivot.

Connect to Procore from Power Pivot

To work with live Procore data in Power Pivot, we need to connect to Procore from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Procore data.

Add a Connect Server User

Create a User to connect to Procore from Power Pivot through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Procore from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Procore" from Available Data Sources
3. Enter the necessary authentication properties to connect to Procore.

   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
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Procore OData Endpoints in Connect Server

After connecting to Procore, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Procore database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Import Procore Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
2. Fill out the OData feed URL (e.g. http://localhost:8080/odata.rsc)
3. On the next screen, select Basic and configure the username and password. Password should be your auth token.

4. Select the tables that you would like to import into Excel

5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet

6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. This can now work with your Procore data in Power Pivot.

Free Trial & More Information

If you are interested in connecting to your Procore data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.