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SyncEzy Knowledge Base
SyncEzy Knowledge Base
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Procore Submittals Sync with SharePoint: How It Works and How to Use It
Introducing the Procore Submittals Sync with SharePoint! The Procore Submittals Tool Sync allows for a one-way sync of submittals from Procore to SharePoint. This feature automatically transfers submittal files as PDFs, ensuring that SharePoint ...Procore RFIs Sync with SharePoint: How It Works and How to Use It
Introduction to the RFIs Sync Feature : The Procore RFIs Tool Sync with SharePoint allows for the automatic synchronization of Requests for Information (RFIs) from Procore to SharePoint in a one-way sync. This ensures that your SharePoint repository ...How to add Company Documents to the sync?
How to add Company Documents to the sync? Yes, it is possible to sync only company level documents with this integration. The Configuration tab is where you will need to select the company and select the location in Dropbox you want to sync it to. ...Company Documents Sync: Essential Permissions for Smooth Operations
What permissions are required to sync company documents from Procore? To sync company documents we just need the authenticated user to have admin access on company level documents and Admin level (Highlighted below) on the company. If you are using a ...Procore Drawings Sync with SharePoint: How It Works and How to Use It
Introduction to the Drawings Sync Feature We are excited to introduce the Procore Drawings Tool Sync with SharePoint! This new feature allows you to automatically sync your project drawings without markups from Procore to SharePoint in a one-way ...
Popular Articles
simPRO - QuickBooks Workforce Integration - SyncEzy Portal User Guide - Import New Jobs
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import New Jobs When you log in, you will see that there are various manual “push” functions. The first of these is Import New Jobs. This function imports any new jobs created ...simPRO - QuickBooks Workforce Integration - SyncEzy Portal User Guide - Import New Cost Centres
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import New Cost Centres The second portal function is the Import New Cost Centres button. If you have created new cost centres in an existing simPRO job, normally these would ...simPRO - QuickBooks Workforce Integration - SyncEzy Portal User Guide - Import Jobs/Quotes to QuickBooks Workforce
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import Jobs/Quotes to QuickBooks Workforce Another function in the QuickBooks Workforce Sync Portal is an option to selectively import new Jobs and new Quotes. This feature is ...Procore to SharePoint Two-way Integration: Set-up your SyncEzy Account & FAQs
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com About the Procore to SharePoint integration Please also visit our ...Procore to SharePoint Integration Overview
Summary This guide will give a detailed overview of the Procore SharePoint integration dashboard and reporting tools available. Getting Started Make sure you have the correct user credential permissions in Procore and SharePoint to setup up your ...