Rapidly Develop Procore-Driven Apps with Active Query Builder

Write standard .NET to expose Procore data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Procore enables standards-based access to Procore. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Procore as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the Procore Profile on disk (e.g. C:\profiles\Procore.apip). Next, set the ProfileSettings connection property to the connection string for Procore (see below).

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:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• 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

Use SQL to Interact with Procore

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms. 👁 Opening Active Query Builder.
   
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..." 👁 Adding a new Connection.
   
4. Set your desired Connection Name (e.g. CData Procore), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown. 👁 Selecting a previously configured DSN (Amazon Athena is shown).
   
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK." 👁 A newly added Connection (Amazon Athena is shown).
   
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.