Getting your data is easy with Toric’s integrations. Read on for a step-by-step guide to configuring a Procore DMSA Connector to access your company and project data in Toric.
Procore Developer Managed Service Account, or DMSA is method which allows Procore Administrators to install third party apps in order to access Procore data. For more on this topic please read the following support article.
Login to Toric and follow these steps to setup a Procore Connector:
Navigate to Integrations page and click on Setup Integration.
Create a New Procore Configuration and click on the oatuh_code_flow_dmsa tab. Type a unique name for your Procore DMSA Connector.
There are three options to choose from
To test your new connector, you could use the sandbox url. When you're ready to pull your actual company data, you will need to update the configuration and select api.procore.com.
Make sure you're using the username and password of a Procore Administrator. If you do not have such an account, please reach out to your team and have someone with the proper Procore account set up the Procore Configuration.
Use the dropdown to select a Company ID.
Note: If your administrator account has access to multiple companies you will see each of them in this list.
Use the Validate Configuration button to make sure all fields are completed correctly. Invalid fields will be highlighted in red, and a successful validation will show in green.
Click on Add Configuration to finalize the creation of your Procore Connector.
Checkout this quick example of a Procore automation. Learn more about other types of Automation actions in the article, Automations for Integrations. To setup Webhooks, check out how to Configure Procore Webhook.
Here's what Procore data looks like in Toric.
Absolutely. Click the three dots on the right and select the Update option. If you no longer need a configuration, you should delete it and create a new one.
If you choose to make a new configuration, you will need to update all Automations that use the old configuration.
First, check that you followed Steps 1 through 5 in Configure Procore DMSA in Toric.
If you’re still getting an invalid configuration, please open a ticket using the in app chat (bottom right) or write to us at firstname.lastname@example.org.
Reach out 😀. We’re constantly adding Integrations to other great software tools. To make a request, write to us using the in App chat or at email@example.com.