To connect Procore to Datagrid, you will need to create a Service Account in Procore. Here is how to get started:

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Configuration Steps

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1. Create a Service Account

1. Login to Procore as an Administrator. Click to open the Apps dropdown (top right) and select the App Management option.

2. Under Company Settings, click on the Service Account option, then click +New (top right).

3. Enter the following in the provided fields:

   • App Type: click the Custom option

   • Description: Datagrid unlocks your data’s potential by creating personalized AI Agents with your data, analyzing from multiple sources and enhancing your data effortlessly.

   • Company/Developer Name: Datagrid

   • Company/Developer Email: Enter an Administrator email from your company (i.e., [email protected])

   • Name: Datagrid App

     

     Note: Creating a Service Account will create a new User in your company. The new user's name will have the format ServiceAccountName-YourCompanyName (i.e., toric-app-toric-demo-company-us02). In our example, our app is Toric App, and our company name is Toric Demo Company US02.

2. Assign Permission Templates

Datagrid’s access to information depends on the permission template you assign to a Service Account. If you already have an Admin permission template that gives full access to Company and Project Data, you could jump directly to Step 2.3.

If you need to create a new permission template, click on the Company Tools dropdown and select the Permissions option. Then follow Steps 2.1-2.3 bellow to create new templates.

2.1 Company permission template.

1. Click on the Company Permissions Templates.

2. Click on +Create Company Permission Template (top right).

3. Enter the name Service Account Template (Company) and click confirm.

4. In the row "Permissions Tool", click the radio button under Admin and then Save.