Import Procore Data to Sheets

In this guide, we’ll walk through how to pull Procore data directly into Google Sheets, using the API Connector add-on for Sheets.

Contents

• Before You Begin
• Part 1: Get Your Company & Project IDs
• Part 2: Pull Procore API Data into Sheets
• Part 3: More Example API URLs
• Part 4: Handle Pagination
• Part 5: API Documentation

Before You Begin

Click here to install the API Connector add-on from the Google Marketplace.

Part 1: Get Your Company & Project IDs

We'll need to plug in your company & project IDs to make requests to the API, so let's get those first.

You can get your company ID through the Procore website URL.

Similarly, you can find your project ID by checking the URL while logged into the Procore website.

Alternatively, you can get these IDs through these API request URLs:

• Company ID: https://api.procore.com/rest/v1.0/companies
• Project ID: https://api.procore.com/rest/v1.0/projects?company_id=company_id

Part 2: Pull Procore API Data into Sheets

For this example, we'll get a list of all submittals for a specified project. Substitute in your own project ID where it says your_project_id, and your own company ID where it says your_company_id

1. Open up Google Sheets and click Extensions > API Connector > Open > Create request.
2. In the request form enter the following:
   • Application: Custom
   • Method: GET
   • Request URL: https://api.procore.com/rest/v1.0/projects/your_project_id/submittals
   • OAuth: Procore
   • Headers:
     • Procore-Company-Id: your_company_id
3. When you select Procore from the OAuth menu, you'll see a blue Connect button if you haven't already authorized the connection. Click through to enable the connection.
4. Create a new tab and click Set current to use that tab as your data destination.
5. Name your request and click Run. A moment later you’ll see data populate your sheet.
   

Part 3: More Example API URLs

You can experiment with endpoints and query strings as described in the Procore API documentation, but if you just want to jump in, play around with the URLs you enter in the API URL path field. Try the following requests, substituting in actual values where indicated.

• Get tasks associated with a project

https://api.procore.com/rest/v1.0/tasks?project_id={project_id}

• Get budget metadata

https://api.procore.com/rest/v1.0/projects/{project_id}/budget

• List programs

https://api.procore.com/rest/v1.0/companies/{company_id}/programs

• List people associated with a company

https://api.procore.com/rest/v1.0/companies/{company_id}/people

• Get a list of project dates

https://api.procore.com/rest/v1.0/projects/{project_id}/project_dates

Part 4: Handle Pagination

By default, Procore limits the number of records in a response. To get more records you need to use the "page" and "per_page" parameters as shown in their documentation.

In API Connector this can be automated as follows:

• URL: enter your URL, including per_page=10000
• Pagination: page parameter
• Page parameter: page
• Run until: choose when to stop fetching data
  

Part 5: API Documentation

Official API documentation: https://developers.procore.com/reference/rest/v1/authentication?version=1.0