This walkthrough uses the sandbox environment. You will create a demo session, connect
both platforms, read reconciled data, and clean up. No production credentials required.
Prerequisites
Set your base URL:
Step 1: Create a demo session
Save the API key - it is returned exactly once and cannot be retrieved again:
Step 2: Connect Procore
Step 3: Connect Dynamics
The order is arbitrary - connecting Dynamics first and Procore second produces the same reconciled
result.
Step 4: Verify connections
Step 5: Read reconciled data
Each object in the response has a mappings array. When an entity was reconciled across
both platforms, the array contains two entries - one per platform:
The mappings array proves reconciliation: Procore payment 1823456 and Dynamics payment
a34e74db-... are the same real-world payment. You did not have to pair them manually.
Step 6: Clean up
Returns 204 No Content. The demo customer, API key, and all associated data are deleted.
What’s next