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SyncEzy Knowledge Base
SyncEzy Knowledge Base
Recent Articles
Steps to Sync Payslips to the Shared Docs Folder
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 ...Project Folder/File Sync Best Practices for End Users: Procore to Box Integration
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 ...Project Folder/File Sync Best Practices for Administrators: Procore-Box Integration
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 ...Automatic Management of Errors in Timesheets
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 ...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 ...
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 ...