Integrate Procore Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData API Driver for JDBC, you get live access to Procore data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Procore through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Procore data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud
2. Select the Runtime Environments tab
3. Click "Download Secure Agent"
4. Make note of the Install Token
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Procore JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Procore through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Procore Connection)
• Type: Select "JDBC_IC (Informatica Cloud)"
• Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
• JDBC Connection URL: Set this to the JDBC URL for Procore. Your URL will look similar to the following:
  
  jdbc:api:Profile=C:\profiles\Procore.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;InitiateOAuth=GETANDREFRESH;

  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, you will need to 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 you will need to 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

  Built-In Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Procore JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

  java -jar cdata.jdbc.api.jar

  Fill in the connection properties and copy the connection string to the clipboard.

• JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData[product_name]\)
• Driver Class: Set this to cdata.jdbc.api.APIDriver
• Username: Set this to a placeholder value (since Procore does not require a username)
• Password: Set this to a placeholder value (since Procore does not require a password)

Create a Mapping for Procore Data

With the connection to Procore configured, we can now access Procore data in any Informatica process. The steps below walk through creating a mapping for Procore to another data target.

1. Navigate to the Data Integration page
2. Click New.. and select Mapping from the Mappings tab
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
4. Click "Select" to choose the table to map
5. In the Fields tab, select the fields from the Procore table to map
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Procore data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData API Driver for JDBC and start working with your live Procore data in Informatica Cloud today.