Knowledge Base
SyncEzy Knowledge Base
SyncEzy Knowledge Base
Recent Articles
How to Delete Individual Jobs from Sync in Autosync Configuration
When using Autosync configuration to sync jobs, quotes, sites, and customers between Simpro and SharePoint, there may be times when you want to stop syncing specific jobs or quotes. This is especially necessary if your account contains old jobs or ...Understanding the Recent HiBob Leave Modification Changes
HiBob has recently updated its leave request handling process, and it's important to understand how these changes affect integrations and manual workflows—especially when it comes to syncing with the EH system. Please note that if the leaves are not ...How to Authenticate SimPRO API Token (Advanced Method)
Overview Authenticating the SimPRO API token using the advanced method is safer and better. It helps tell apart what a user does from what the integration does. This makes it easier to track changes made by the integration. Using this method means ...Creating a Service account in SharePoint with the right permissions.
Step-by-step Guide: Creating a Service Account And Selecting the right permissions in SharePoint 1. Login to your SharePoint administrator account and then click on Add User on the Home page. 2. Fill the basic required details and then click on Next. ...New Feature Announcement: Sync Forms, Observations, Inspections & Incidents from Procore to SharePoint
? New Feature Announcement: Sync Forms, Observations, Inspections & Incidents from Procore to SharePoint We’re excited to announce that SyncEzy now supports automatic synchronization of Procore’s Forms, Observations, Inspections, and Incidents tools ...
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 ...