How can I add or remove tools to an already syncing project?

How can I add or remove tools to an already syncing project?





How can I add or remove more tools to an already syncing project?

With the Procore to SharePoint Integration, you now have the power to add tools to existing syncing projects effortlessly. Here's what you need to know:

Adding Tools:

You can easily add extra tools to your project. This ensures your project structure remains intact while allowing for expansion.

Project Path Location: You won't be able to change the project path location. This keeps things consistent and prevents potential complications.
Edit Project Button: If you've already added all the tools to your project, the "Edit Project" button won't work. Similarly, if you're using company documents sync or folder sync options, you won't be able to edit your project.

In a nutshell, while the Procore to SharePoint integration streamlines project management, it's important to understand its features and limitations to make the most out of it.

Please refer to the steps below in order to add tools to an existing syncing project: 

1. Login and Access Integration Settings: Log into your SyncEzy account and open the integration. Navigate to the configuration tab.

2. Edit Project: Locate the project you want to edit and click on the Edit icon given on the right side of the project configuration. Keep in mind that you can't edit the project if all tools are already selected, or if you're using company documents or folder sync feature.


3. Select Tools: Choose the tools you want to add to the project.





4. Click on "Select this location" and then "Add Project" on the next screen.




5. Confirmation: After updating, the screen will refresh, and you'll see the newly added tools in your project. They will soon be synchronized with your project's folder path, alongside the other tool folders.

Removing tools

You can easily remove extra tools  from your existing syncing project. Before proceeding, please ensure that the project’s initial sync has been completed. For more information about the initial sync, please refer to this article.
Please refer to the steps below in order to remove tools to an existing syncing project: 
Step 1 & 2:
Follow the same Steps 1 and 2 outlined above.
Step 3:  De-Select Tools: Click the checkmarks next to the tools you want to remove. This will uncheck the previously selected tools.
In the example image, the Drawings tool is being removed from the sync.
Step 4: Confirm Removal
A confirmation pop-up will appear. Type “DELETE TOOL” into the text box to proceed
Step 5: Remove the Tool
Click “Yes” to confirm. A success message will appear in the top-right corner.
Please note that it may take a few minutes for the tool to be fully removed.
Please note: This will not delete any data from Procore or SharePoint side. It will only break the sync for specific tool and remove its information from our database.  
Step 6. Confirmation: After a few minutes, refresh the page. You will see that the tool has been successfully removed from the project.



Other questions

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302


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