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How to use SQLAlchemy ORM to access Procore Data in Python


Create Python applications and scripts that use SQLAlchemy Object-Relational Mappings of Procore data.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems effectively. With the CData API Driver for Python and the SQLAlchemy toolkit, you can build Procore-connected Python applications and scripts. This article shows how to use SQLAlchemy to connect to Procore data to query Procore data.

With built-in optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Procore data in Python. When you issue complex SQL queries from Procore, the CData Connector pushes supported SQL operations, like filters and aggregations, directly to Procore and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Procore Data

Connecting to Procore data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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

Follow the procedure below to install SQLAlchemy and start accessing Procore through Python objects.

Install Required Modules

Use the pip utility to install the SQLAlchemy toolkit and SQLAlchemy ORM package:

pip install sqlalchemy pip install sqlalchemy.orm

Be sure to import the appropriate modules:

from sqlalchemy import create_engine, String, Column from sqlalchemy.ext.declarative import declarative_base from sqlalchemy.orm import sessionmaker

Model Procore Data in Python

You can now connect with a connection string. Use the create_engine function to create an Engine for working with Procore data.

NOTE: Users should URL encode the any connection string properties that include special characters. For more information, refer to the SQL Alchemy documentation.

engine = create_engine("api:///?Profile=C:\profiles\Procore.apip&Authscheme=OAuth&OAuthClientId=your_client_id&OAuthClientSecret=your_client_secret&CallbackUrl=your_callback_url&InitiateOAuth=GETANDREFRESH&OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")

Declare a Mapping Class for Procore Data

After establishing the connection, declare a mapping class for the table you wish to model in the ORM (in this article, we will model the Companies table). Use the sqlalchemy.ext.declarative.declarative_base function and create a new class with some or all of the fields (columns) defined.

base = declarative_base() class Companies(base): __tablename__ = "Companies" Id = Column(String,primary_key=True) Name = Column(String) ...

Query Procore Data

With the mapping class prepared, you can use a session object to query the data source. After binding the Engine to the session, provide the mapping class to the session query method.

Using the query Method

engine = create_engine("api:///?Profile=C:\profiles\Procore.apip&Authscheme=OAuth&OAuthClientId=your_client_id&OAuthClientSecret=your_client_secret&CallbackUrl=your_callback_url&InitiateOAuth=GETANDREFRESH&OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt") factory = sessionmaker(bind=engine) session = factory() for instance in session.query(Companies).filter_by(IsActive="true"): print("Id: ", instance.Id) print("Name: ", instance.Name) print("---------")

Alternatively, you can use the execute method with the appropriate table object. The code below works with an active session.

Using the execute Method

Companies_table = Companies.metadata.tables["Companies"] for instance in session.execute(Companies_table.select().where(Companies_table.c.IsActive == "true")): print("Id: ", instance.Id) print("Name: ", instance.Name) print("---------")

For examples of more complex querying, including JOINs, aggregations, limits, and more, refer to the Help documentation for the extension.

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps and scripts with connectivity to Procore data. Reach out to our Support Team if you have any questions.