Knowledge Base
SyncEzy Knowledge Base
SyncEzy Knowledge Base
Recent Articles
New Feature: Separate Two-Way Sync for Project Jobs, Service Jobs, Project Quotes, and Service Quotes
We’re excited to announce an important update to our integration between SimPRO and SharePoint. Previously, the integration allowed syncing of Jobs and Quotes as a single category. Now, we’ve enhanced this feature to offer the ability to sync Project ...IP Whitelisting Feature in SyncEzy Portal
Enhanced Data Security with IP Whitelisting Feature in SyncEzy Portal We understand that safeguarding customer data is of utmost importance. As cyber threats continue to evolve, it's imperative for businesses to implement robust security measures. In ...Introducing HiBob's New Bank Table Feature: Simplifying Employee Bank Account Management
Simplifying Employee Bank Account Management Managing employee bank account details in HiBob just got a whole lot easier. Previously, to sync bank details from HiBob, you were required to manually create custom fields for bank information such as BSB ...How to Use the Sync Delete Feature in the Autodesk to Sharepoint Integration
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 ...New Features and Updates for SimPRO SharePoint 2-Way Integration
Overview: We are introducing few key changes to enhance the user experience and streamline the integration process between SimPRO and SharePoint. These changes are designed to improve data visibility, reduce redundant folders, and simplify the setup ...
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 ...