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Import Procore Data to Sheets

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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

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

Part 1: Connect to the Procore API

If you haven’t connected API Connector to Procore before, you’ll first need to initiate the connection as follows:

  1. Open up Google Sheets and click Extensions > API Connector > Manage Connections.
  2. In the list of available connections, find Procore and click Connect.
    procore-connect
  3. You will be taken to Procore.com and asked to provide API Connector with access your account.
  4. You will now be returned to your Google Sheet, and can verify that your Procore connection is active in the Connections screen.

Part 2: Create Your Procore API Request URL

For our first request, we’ll get a list of all submittals for a specified project.

  • API root: https://api.procore.com
  • Endpoint: /rest/v1.0/projects/project_id/submittals

Putting it together, we get the full API Request URL:

https://api.procore.com/rest/v1.0/projects/11111111/submittals

Just substitute in your project ID.

Tip: you can find your project ID by checking the URL while logged into the Procore website. Alternatively, you can get it with a request to https://api.procore.com/rest/v1.0/projects?company_id=company_id

Similarly, you can get your company ID through the Procore website URL or via a request to https://api.procore.com/rest/v1.0/companies
procore-companyid

Part 3: Pull Procore API Data into Sheets

Now let’s plug that into API Connector.

  1. Back in the Create Request interface, enter the Request URL we just created above.
    procore-url
  2. Under Authentication, choose “Procore” from the drop-down menu. You should see a “Connected” badge.
    procore-connected
  3. We don’t need any headers for this request, so just leave that section blank.
  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 some data populate your sheet.
    procore-results1

Part 4: 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 (one at a time), 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 5: 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.
procore-pagination

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
pagination-page-parameter

Part 6: API Documentation

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

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