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. What’s Changed? When an employee ...
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 ...
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 We’re excited to announce that SyncEzy now supports automatic synchronization of Procore’s Forms, Observations, Inspections, and Incidents tools ...
Overview For projects created before 18 March 2022, two root folders were included by default: For the Field – originally the only folder that synced to mobile Project Files – used for file storage and access management The For the Field folder was ...
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 ...