Alloovium

Integrations · Procore

Bring your own Procore app

Create a Data Connection app in your own Procore Developer Portal and connect it to Alloovium. No Marketplace approval required — the app lives in your Procore account and only you use it.

Why this route exists

Procore is tightening its public Marketplace with a partner certification queue that can take months. This route skips the queue entirely: you create the app in your own Procore account, you install it on your own company, and you hand Alloovium the credentials so it can talk to Procore on your behalf.

Nothing is shared with other Alloovium customers. Your credentials are encrypted at rest and only ever used by your tenant.

Requirements

  • A Procore account with Company-level admin permissions.
  • Access to the Procore Developer Portal. Most Enterprise accounts have this enabled by default. If you don't see it, ask your Procore account manager to turn it on for your company.
  • About 10–15 minutes.

Developer Portal access

If your Procore plan does not include Developer Portal access, contact Alloovium support — we can discuss a concierge setup where we create the app on our side and install it on your company.

1. Create the Procore app

  1. 1

    Open the Procore Developer Portal

    Log in to Procore, then go to developers.procore.com and click "My Apps".

  2. 2

    Click "Create New App"

    Give it a name like "Alloovium — Internal". You can keep it sandboxed while you test, then promote to production later.

  3. 3

    Choose app type

    Select "Data Connection App" (DCA). This is the service-account style that uses client credentials — no per-user login required.

  4. 4

    Verify developer account if prompted

    Procore may email the company admin for one-time verification. This is usually instant for Enterprise accounts and takes up to a couple of business days for others.

2. Configure scopes & manifest

Alloovium needs read access to the document and decision data it indexes. In the app's Configuration Builder tab, enable the following permissions:

  • Company Directory — read
  • Projects — read
  • Documents — read
  • Drawings — read
  • Specifications — read
  • Submittals — read
  • RFIs — read
  • Change Orders — read

You do not need to grant write permissions unless you plan to enable Alloovium's writeback features (CR → Procore comment/status updates).

Save the configuration. A new version of the app is created — this is the version you'll install.

3. Install on your company

  1. 1

    Open Company Admin → App Management

    Back in Procore (not the Developer Portal), go to Company Admin and pick App Management.

  2. 2

    Install Custom App

    Click "Install App" → "Install Custom App". Paste the App Version ID shown in your Developer Portal app and confirm.

  3. 3

    Copy the Client ID and Client Secret

    In the Developer Portal, open your app → OAuth Credentials tab. You will see a Client ID and Client Secret specific to this install. Copy both — the secret is shown only once.

Protect your credentials

Treat the Client Secret like a password. Anyone with it can read your Procore data on behalf of this app. Rotate it from the OAuth Credentials tab if you suspect it was exposed.

4. Connect in Alloovium

  1. 1

    Open Alloovium → Integrations → Procore

    Switch to the "Bring your own app" tab at the top of the connect panel.

  2. 2

    Paste the credentials

    Enter a friendly connection name, the Client ID, and the Client Secret. Leave the Company ID blank to auto-detect, or paste one if your app has access to multiple companies.

  3. 3

    Click Connect

    Alloovium validates the credentials by fetching a token, saves them encrypted, and returns to the main Procore page where you can start selecting projects to sync.

Troubleshooting

Invalid DMSA credentials — token fetch failed

The Client ID and Secret don't match, or the app hasn't been installed on a company yet. Double-check you copied them from the OAuth Credentials tab of the right app version, and confirm the Custom App install completed in Company Admin.

No companies found for this service account

The app is installed but scoped to zero companies. In the Developer Portal, open the app → App Settings → Install History, and confirm at least one company is marked as installed. You may need to re-run the Install Custom App flow on the intended company.

The Developer Portal tab isn't visible in my Procore

Your Procore plan may not include Developer Portal access. Contact your Procore account manager to enable it, or use one of the other connection modes (Personal OAuth or Company-wide) while you sort it out.

Verification email never arrives

Check your spam folder and confirm the admin email on your Procore company is correct. If still stuck, Procore support (support@procore.com) can expedite the developer-account verification.