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Procore

How do I download a CSV of my company's Procore Certification learner records?

Background

Procore's Enterprise Data Services team has built a custom way for you to download a snapshot of your company's Procore Certification learner records that are related to Procore's Learning Portal (https://learn.procore.com). CSV files are saved in a secure Amazon S3 bucket. Proper access credentials are required for authentication purposes for secure downloads.

 Important
Client-specific CSVs must be requested through your designated Procore Point of Contact. All requests must be reviewed and approved.

Steps

  1. Download an application for securely retrieving the file from Amazon S3 bucket. There are many options available. The instructions below are for a reputable and popular option called CyberDuck, which is free to use. Download and install CyberDuck onto your local (Windows/Mac) machine. See https://cyberduck.io/download/
  2. Open CyberDuck and click the + icon in the lower-left corner.
    cyberduck_open.png
     
  3. Enter your company's access credentials into the highlighted fields, as provided by Procore.
    cyberduck_setup.png
    • Access Key ID - Amazon S3 Bucket Authentication Credentials
    • Secret Access Key - Amazon S3 Bucket Authentication Credentials
    • Path - Enter the provided path. (e.g. procoreit-customer-data-export/skilljar/CUSTOMER-PATH)
    • Download Folder - Specify the folder on your computer where the downloaded file will be saved.
  4. Go back to the main screen and double-click the entry that you just created.
    cyberduck_access_files.png
     
  5. Download the files.
    cyberduck_download_files.png

See Also