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Extend Google Sheets with Procore Data
Make calls to the API Server from Google Apps Script.
Interact with Procore data from Google Sheets through macros, custom functions, and add-ons. The CData API Server, when paired with the ADO.NET Provider for Procore (or any of 200+ other ADO.NET Providers), enables connectivity to Procore data from cloud-based and mobile applications like Google Sheets. The API Server is a lightweight Web application that produces OData services for Procore and any source supported by the CData ADO.NET Providers.
Google Apps Script can consume these OData services in the JSON format. This article shows how to create a simple add-on that populates a Google Spreadsheet with Companies data.
Set Up the API Server
Follow the steps below to begin producing secure Procore OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Procore
After you deploy the API Server and the ADO.NET Provider for Procore, provide authentication values and other connection properties needed to connect to Procore by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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, 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 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
You can then choose the Procore entities you want to allow the API Server to access by clicking Settings -> Resources.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address: Connections from all addresses except localhost are blocked by default, so you will need to allow connections from Google's servers for this article. You can authenticate as well as encrypt connections with SSL.
Retrieve Procore Data
Open the Script Editor from your spreadsheet by clicking Tools -> Script Editor. In the Script Editor, add the following function to populate a spreadsheet with the results of an OData query:
function retrieve(){
var url = "https://MyUrl/api.rsc/Companies?select=Id,Id,Name,IsActive";
var response = UrlFetchApp.fetch(url,{
headers: {"Authorization": "Basic " + Utilities.base64Encode("MyUser:MyAuthtoken")}
});
var json = response.getContentText();
var sheet = SpreadsheetApp.getActiveSheet();
var a1 = sheet.getRange('a1');
var index=1;
var companies = JSON.parse(json).value;
var cols = [["Id","Id","Name","IsActive"]];
sheet.getRange(1,1,1,4).setValues(cols);
row=2;
for(var i in companies){
for (var j in companies[i]) {
switch (j) {
case "Id":
a1.offset(row,0).setValue(account[i][j]);
break;
case "Id":
a1.offset(row,1).setValue(account[i][j]);
break;
case "Name":
a1.offset(row,2).setValue(account[i][j]);
break;
case "IsActive":
a1.offset(row,3).setValue(account[i][j]);
break;
}
}
row++;
}
}
Follow the steps below to add an installable trigger to populate the spreadsheet when opened:
- Click Resources -> Current Project's Triggers -> Add a New Trigger.
- Select retrieve in the Run menu.
- Select From Spreadsheet.
- Select On open.
After closing the dialog, you are prompted to allow access to the application.
You can test the script by clicking Publish -> Test as Add-On. Select the version, installation type, and spreadsheet to create a test configuration. You can then select and run the test configuration.
