Development Sandbox

Introduction

Once you have successfully registered an account on the Procore Developer Portal, you have the ability to generate a development sandbox that you can use to test your application. Development sandboxes come pre-seeded with company and project level test data that you can expand upon to aid you in your development and test activities. A development sandbox provides an isolated environment in which you can experiment and validate your application without the risk of affecting production data.

Generating a Development Sandbox

As part of creating an application in the Developer Portal, you can elect to generate a development sandbox to be used specifically with your application. Use the following steps to generate your development sandbox.

  • Log in to the Developer Portal and navigate to ‘My Apps’.
  • Click the tile for the App that you want to create a sandbox for.
  • In the Sandbox Account panel, click ‘Generate Sandbox’. A confirmation dialog displays.
  • Click ‘Generate Sandbox’ again to confirm the generation of your sandbox.

It will take approximately 10 to 20 minutes to create your sandbox. You will receive an email notifying you regarding the availability of your sandbox, as well as the URL to set your password in the sandbox environment. Once your sandbox has been successfully generated and your password has been set, you can:

  1. Follow the Concierge account creation process to fill the sandbox company with seed data.
  2. Retrieve your client_id and client_secret API keys for your sandbox from the Developer Portal.
  3. Retrieve an access token and refresh token for use with OAuth authentication.
  4. Retrieve the URL for your sandbox environment.
  5. Access your sandbox Company using your Developer Portal login username (email address) and your recently set password.
  6. Add and modify data in your sandbox environment using the Procore Web UI.
  7. Make Procore API calls to your sandbox environment.

Important Considerations

  • It is important to note that when making Procore API calls to your development sandbox, you'll need to ensure that the base URL for the endpoints you hit matches the https://sandbox.procore.com domain. For example, https://sandbox.procore.com/vapid/me
  • Development sandboxes you generate from the Developer Portal cannot be 'refreshed'. You must delete and re-generate the sandbox account if you want to work with a 'clean' environment.

Development Sandbox First-Time Access

Note: On your first login attempt to your new sandbox Company you will be prompted to set your password for Procore access. This does not affect your Developer Portal password.

When you access your development sandbox for the first time, you will be guided through the steps described below:

  1. From the sandbox notification email, click "Take Me to My Sandbox".
  2. Create and confirm a new password for your sandbox account.
  3. On the Welcome Screen, click "Get Started". The Personal Profile Details diolog displays.
  4. Enter your First Name, Last Name, and select a Job Title (default: developer), then click Next.
  5. In the Contact Details dialog, enter your Email address, your Business Phone number, and optionally enter your Mobile Phone number. Click Next.
  6. Upload a Profile Picture and click Finish. Or, click Skip Photo to bypass this step.
  7. In the Company Details dialog, enter your Company Name, select a Company Type, and select the Primary Market Served. Click Next.
  8. In the Office Details dialog, enter your office Name, Address, City, Country, State, and Zip code. Note that all fields in this dialog are required. Click Next.
  9. In the Office Contact Info dialog, enter your office Business Phone and optionally enter a FAX Number. Click Next.
  10. Upload a Company Logo and click Finish. Or, click Skip Logo to bypass this step.
  11. Enter the estimated number of projects you intend to manage in your sandbox, along with the estimated number of users. Click Next.
  12. In the Executive Sponser dialog, enter the First Name, Last Name, Email Address, and Business Phone for the individual with a vested interest in the success of Procore for your organization. Click Next.
  13. If you want to indentify your in-house implementation team, click Next and follow the instructions on the screen. Otherwise, click Skip and Add Later to bypass this step.
  14. Review the Permissions Summary page and click Next. You can also download a PDF of the summary sheet if you like.
  15. Next, upload your Company Directory. Or, if you are not ready you can elect to upload it later.
  16. Set up your Cost Codes or choose to use the Procore default Cost Codes.
  17. Finally, retrieve a download link to install the Procore Mobile App (Android or iOS), or skip this step.

Once you have successfully worked through the above steps, you are ready to begin working with your development sandbox. Click "Launch to Activate Tools" to get started!

Sandbox Credentials

It is important to note that as you work in your Development Sandbox you will use authentication credentials that are separate from the Procore production environment. Once you have generated your sandbox, a new Client ID and Client Secret will be available to use for your testing. Keep in mind that these credentials are only valid for your sandbox and are not recognized in the Procore production environment.

Sandbox Company Directory Users

In addition to the user account you use to log into the Developer Portal, a minimum set of users is automatically created in the company directory of your sandbox when it is first generated.

  • Test Architect (e.g., sandbox+arch@example.com)
  • Test Subcontractor (e.g., sandbox+sub@example.com)
  • API Support (e.g., sandbox+demo@example.com)

Sandbox Test Project

Your development sandbox comes pre-configured with a test project called 1234 - Sandbox Test Project. This project includes the following seed data to help get you started.

  • Project Directory - three project users (Test Architect, Test Subcontractor, and API Support as described above)
  • Schedule - basic high-level schedule with 8 tasks
  • Documents - a basic document folder structure
  • Photos - one basic ‘sandbox’ image
  • Drawings - a basic set of construction plans
  • RFIs - a single RFI record
  • Submittals - a single submittal record

Using Postman with a Development Sandbox

Postman is an API test application and framework you can use to send HTTP requests to Procore API endpoints. It allows you to quickly send requests to the Procore API and capture results. It is a useful tool for getting started with the Procore API and debugging your application. For detailed information on using Postman with a development sandbox, see Exploring the Procore API with Postman.