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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