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SyncEzy Knowledge Base
SyncEzy Knowledge Base
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Project Sync: Essential Permissions in SharePoint to Get Started
Essential SharePoint site permissions for syncing In SharePoint, permissions are crucial and have been consistent across various site types, including Office 365 Group Sites and Communication Sites. The concept is straightforward, with each site ...How to add a project to sync?
How to add a project to sync? The Configuration tab is where you will add your projects and Company Documents from Procore and select the location in box you want to sync it to. Refer to the steps outlined below for adding a project, followed by ...How to Use the "Select Path URL" Feature in SyncEzy for Procore to Box Integration
In this guide, we will walk you through the steps to use the "Select Path URL" feature for syncing a Procore project with Box. The "Select Path URL" feature allows you to specify the exact folder path in Box where you want to sync your Procore ...How to add a project to sync?
How to add a project to sync? The Configuration tab is where you will add your projects from Procore and select the location in Dropbox you want to sync it to. Here's how it works: 1. Click on "Add Project to Sync" button 2. Choose your Procore ...How to add a project to sync?
How to add a project to sync? The Configuration tab is where you will add your projects from Procore and select the location in Google Drive you want to sync it to. 1. Click on the "Add Project to Sync" button 2. Choose your Procore company first. 3. ...
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
Setting up your SyncEzy Trial or Customer Integration Account to sync between Procore and SharePoint Before you attempt to connect your company's Procore and SharePoint in your SyncEzy integration portal, please review the following articles linked ...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 ...