Sync Delete option is pivotal for maintaining data consistency and preventing accidental loss of important documents. Here's a comprehensive guide on how to use this feature effectively: Enabling Sync Deletes The Sync Delete feature facilitates the ...
Steps to Sync Payslips to the Shared Docs Folder We are excited to announce a new feature that allows integration users to sync payslips from Employment Hero directly to the Shared Docs folder in Hibob. Previously, this functionality was limited to ...
Please follow the guidelines below to ensure best practices when syncing folders and files between your Procore projects and Box. Best Practice 1: Avoid Renaming Top-Level Folders Ensure that you do not rename any of the top-level folders in Procore ...
When integrating Procore with Box, there are common issues that may prevent your folders or files from syncing correctly between the two platforms. This guide outlines the best practices to help administrators ensure successful syncing. Top 5 Reasons ...
Our latest update addresses the number one feedback we've received: Technicians not selecting 3 levels deep in QBTime or selecting cost centres that have been deleted, which previously required extensive manual adjustments. Here’s how we’ve improved ...
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 ...
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 ...
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 ...
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 ...
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 ...