Connect to Procore Data in DBeaver

The CData API Driver for ODBC enables access to live data from Procore under the ODBC standard, allowing you work with Procore data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to manage Procore data with visual tools in DBeaver like the query browser.

The CData ODBC drivers offer unmatched performance for interacting with live Procore data in DBeaver due to optimized data processing built into the driver. When you issue complex SQL queries from DBeaver to Procore, the driver pushes supported SQL operations, like filters and aggregations, directly to Procore and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can manage and analyze Procore data.

Connect to Procore

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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

Finally, set the "Map To WVarchar connection property to False in the DSN Configuration window for the driver. This configuration will allow string types to be mapped to SQL_VARCHAR and prevent SQL_WVARCHAR types from being displayed as NULL.

Connecting to the Procore ODBC Data Source in DBeaver

1. Open the DBeaver application and in the Database menu, select the New Database Connection option. 👁 Creating a new Database Connection
   
2. In the 'Connect to a database' window, select ODBC and click Next. 👁 Creating a new Database Connection
   
3. In the Database/Schema field, enter the DSN name (CData Procore Source by default). It will be automatically added to the JDBC URL as well.
4. Click the Test Connection button. You should receive a 'Connected' message after DBeaver has detected the DSN, along with details about the driver if the connection is successful. 👁 Successfully tested connection
   

Query Procore Data

You can now query information from the tables exposed by the data source connection. You can expand the database structure in order to view all the tables. You can retrieve the table's data by right-clicking on a table name and selecting View data. The data will then be available in the Data tab.

Free Trial & More Information

At this point, you have connected to live Procore data from DBeaver. For more information, visit the CData ODBC Driver page. Download a free, 30-day trial and start working live Procore data DBeaver today.