Replicate Multiple Procore Accounts

CData Sync is a standalone application designed to support a variety of replication scenarios, such as replicating both sandbox and production instances into your database. It includes a web-based interface that simplifies the management of multiple Procore connections. In this article, we demonstrate how to use the web app to replicate multiple Procore accounts into a single database.

Configure Replication Destinations

Using CData Sync, you can replicate data from Procore to any number of databases, both cloud-based and on-premises. In this example, we use SQLite as the replication destination to demonstrate the process. To add it as a destination, navigate to the Connections tab.

For each destination database:

1. Click Add Connection.
2. Select the Destinations tab and locate the SQLite connector.
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to SQLite, set the following connection properties:
   • Connection Name: Enter a connection name of your choice.
   • Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQLite and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

Configure the Procore Connection

You can configure a connection to Procore from the Connections tab. To add a connection to your Procore account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Procore).
3. Configure the connection properties.
   
   

   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, 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 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:

   • 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 Connect to Procore to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Procore tables you wish to replicate into SQLite, and click Add Tasks again.

Customize Your Replication

The statement below caches and incrementally updates a table of Procore data:

REPLICATE Companies;

You can specify a file containing the replication queries you want to use to update a particular database. Separate the replication statements with semicolons. The following options are useful when replicating multiple Procore accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Companies SELECT * FROM Companies;
  

• Alternatively, use a different schema:

  REPLICATE PROD.Companies SELECT * FROM Companies;
  

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Procore data to disparate on-premises, cloud-based, and other databases.

Run the Replication Job

Once all the required configurations are made for the job, select the Procore table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

Free Trial & More Information

Now that you've seen how to replicate and configure multiple jobs to manage the replication of your Procore data to various on-premises, cloud-based, and other databases, visit our CData Sync page to learn more and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.