Replicate Multiple Procore Accounts via the CData Sync CLI

CData Sync for Procore is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Procore connections. In this article we show how to use the CLI to replicate multiple Procore accounts.

Configure Procore Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple Procore accounts, use multiple configuration files. Below is an example configuration to replicate Procore to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
 <DatabaseType>SQLite</DatabaseType>
 <DatabaseProvider>System.Data.SQLite</DatabaseProvider>
 <ConnectionString>Profile=C:\profiles\Procore.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;</ConnectionString>
 <ReplicateAll>False</ReplicateAll>
 <NotificationUserName></NotificationUserName>
 <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
 <TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
 <TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>

Java

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
<DatabaseType>SQLite</DatabaseType>
 <DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
 <ConnectionString>Profile=C:\profiles\Procore.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;</ConnectionString>
 <ReplicateAll>False</ReplicateAll>
 <NotificationUserName></NotificationUserName>
 <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>

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:

• 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

Configure Queries for Each Procore Instance

Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Procore API. The statement below caches and incrementally updates a table of Procore data:

REPLICATE Companies;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Procore accounts into the same database:

You can use a different table prefix in the REPLICATE SELECT statement:

REPLICATE PROD_Companies SELECT * FROM Companies 

Alternatively, you can use a different schema:

REPLICATE PROD.Companies SELECT * FROM Companies

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

APISync.exe -g MyProductionAPIConfig.xml -f MyProductionAPISync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar APISync.jar -g MyProductionAPIConfig.xml -f MyProductionAPISync.sql