Overview
The Procore connector in DryvIQ allows you to analyze, migrate, copy, and synchronize files between your Procore project documents and your cloud storage repositories and/or on-premises network file shares. The first step is to create the Procore connection by providing the connection information required for DryvIQ to connect to the project. You can use any Procore user account to make the connection as long as the account has permissions to access the project documents. Once you create the connection, you can use it to create migration jobs to manage the content or add it to content scans to analyze the files.
Supported Connections
DryvIQ currently only supports connecting to specific projects under a company and not to the company itself.
Creating a Connection
- Expand the Manage section in the left navigation menu.
- Click Connections.
- Click Add connection.
- Select Procore as the platform on the Add connection modal.
- Enter the connection information. Reference the table below for details about each field.
- Click Sign in with Procore.
- On the Log In modal, enter the required credentials and click Log In.
- You will see a green "Connected” message at the bottom of the modal when DryvIQ establishes a connection. (If the connection fails, verify the information you entered.)
- Click Done.
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| Field | Description | Required |
|---|---|---|
| Display as |
Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists.
If you do not add a display name, the connection will automatically be named “Procore.” DryvIQ recommends you enter a name that more readily identifies the connection, especially if you will be creating multiple connections. |
Optional |
| Platform API client credentials | Required | |
| Use the system default client credentials | Select this option to use the default DryvIQ client application. | |
| Use custom client credentials | Select this option to use custom client credentials provided by your administrator. When selected, two additional fields will be available to enter the credentials. | |
| Domain | This field displays only when you select Use custom client credentials. Enter the Procore login URL: https://api.procore.com/ | Required when using custom credentials |
| Client ID |
This field displays only when you select Use custom client credentials. Enter the client ID required to access the account. Your administrator will provide this value. |
Required when using custom credentials |
| Client Secret |
This field displays only when you select Use custom client credentials. Enter the client secret required to access the account. Your administrator will provide this value. |
Required when using custom credentials |
Features and Limitations
Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms, allowing you to configure actions based on Job Policies and Behaviors. The information below is platform-specific. Use the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations.
| Supported Features | Unsupported Features | Other Features/Limitations |
|---|---|---|
| Tags Map | Account Map | File Size Maximum: N/A |
| Version Preservation | Author/Owner Preservation | Path Length Maximum: 255 |
| File Lock Propagation | Restricted Types: N/A | |
| Group Map | Segment Path Length: N/A | |
| Metadata Map | Invalid Characters: ? < > : | \\ | ? * | |
| Mirror Lock Ownership | No trailing whitespace before extensions | |
| Permission Preservation | No trailing whitespace after extensions | |
| User Impersonation | ||
| Timestamp Preservation |
Rate Limits
The Procore API allows 3,600 calls per hour per client. For jobs set to run on a schedule, DryvIQ attempts to balance the rate limit and scale back on the content it’s handling to prevent reaching the limit. If DryvIQ can’t transfer all the content due to the hourly rate limit, the remaining content will be transferred as part of the next job run when the rate limit resets.
Service Accounts
To aid with tracking when using a Procore service account, you should ensure that “DryvIQ” appears in the service account name. Refer to Procore's support documentation for information regarding how to add, modify, or delete a service account.
Instead of using a service account, another option is to create a user named “DryvIQ” and to approve the integration through this user. This user will act like a service account and allow you to implement permissions without using a service account.