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Procore

Get Access to Your Procore Data (Beta)

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To start accessing your Procore data, you must generate an access token. The access token is a string of digits you will enter in your BI system to access data. Typically, users who need access tokens are data engineers or Power BI developers. 

 

Considerations

  • You must have the Procore Analytics tool enabled. 
  • To enable Analytics 2.0, a Company Admin must first accept the Open Beta agreement.
  • By default, all Company Admins have 'Admin' level access to Analytics in the Directory. 
  • Anyone with 'Admin' level access to Analytics can grant additional users access to the Analytics tool. 
  • Users must have 'Admin' level access to the Analytics tool to generate a data token. 

Steps

Accept Beta Agreement and Activate

Once invited to the open beta, Company Admins will see a popup banner inviting you to accept the beta agreement the next time you log in to Procore. If you do not see the popup, another Company Admin may have already declined the beta agreement. Please reach out to your Customer Success Manager to get reactivated.

Grant Data End-Users Admin Level Access to Analytics 2.0

Once any Company Admin accepts the beta agreement, all Company Admins will see Procore Analytics in the tool dropdown menu within Procore. To add Analytics Admins (e.g. someone in IT or a data analyst) to assist with your next steps, navigate to the user's Company level Directory card and give them Admin-level access to the Analytics tool.

Connect to Your Data 

Anyone with Admin-level access to the Analytics tool will be able to generate data access tokens through the Analytics tool. Data end users should generate data tokens and will then need to take the additional steps in the next section of this guide to connect the data to a data warehouse or BI solution. To begin connecting your data, follow the steps below:

  1. Log in to Procore. 
  2. Click the Account & Profile icon in the navigation bar.
  3. Click My Profile Settings. 
  4. Click the Procore Analytics Tokens tab. 
  5. Next you will choose your connection with Procore Analytics.
  6. If you have Databricks, enter your identifier and click Connect.
  7. Choose which token type you will generate.
  8. Click Generate Token.
    Note: The token will disappear after one hour or if you navigate away from the page. To generate a new token, return to Step 1. 
  9. The next section of this guide will help you connect to your downstream solution.