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.
A user with Procore administrator privileges will need to install the Toric application from the Procore marketplace. During installation you can select the specific projects Toric can access. This can be modified post installation.
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 Developer Managed Service Account 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.
This step is used to link the specific Procore company where the Toric application is installed. Make sure you're using the username and password of a Procore User. 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.