Overview

The Company Document Folder Sync feature allows users to set up a one-way synchronization from SharePoint to Procore. This integration ensures that all selected company documents in SharePoint are automatically synced to the corresponding folders in Procore.

This feature is beneficial for customers who need to maintain updated documents in Procore while managing their primary document repository in SharePoint. Since this is a one-way sync, any changes made in SharePoint will be reflected in Procore, but modifications in Procore will not sync back to SharePoint.

How to Configure One-Way Sync from SharePoint to Procore : 

Step 1: Access the Configuration Panel :  

1. Login to your account.
2. Navigate to the Configuration section.
3. Click on ‘Add Company Document to Sync’ – This will open a pop-up page where you can configure the sync settings.

Step 2: Select Folder Sync

1. In the pop-up window, you will see two tabs:
   • Company Documents Sync
   • Folder Sync
2. Select the ‘Folder Sync’ tab.

Step 3: Select the Procore Company and Folders

1. Choose the Procore company from the dropdown list.
2. Select the folders within Procore where the documents should be synced.

Step 4: Configure SharePoint Folder Sync

1. In the SharePoint section:

   • Select the SharePoint Site where the documents are stored.
   • Choose the Library that contains the folders you want to sync.
   • Define a Parent Path for the folders that need to be synced.
     
     
     
     

2. After setting up the SharePoint configuration, click on ‘Add Project’ to complete the setup.
   
   
   

  Navigation to File Manager

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Go to the "File Manager" tab in the application to access the document synchronization settings.

1. Company Documents Folder Sync Option

   Ensure "Company Documents Folder Sync" is selected as the sync type before proceeding.

   Select the Company Folder

   Click on the dropdown button to select the appropriate Procore company folder for syncing.

   Sync Button

   Once initial sync is completed any changes from SharePoint will reflect automatically to Procore. "Sync" button can be used for immediate synchronization from SharePoint to Procore.

   Folder and File Sync Status

   Each file in the sync process displays its sync status with an indicator (✓ for successfully synced files).
   
   

2. Key Points to Remember

3. ✅ One-Way Sync Only: Changes in SharePoint will sync to Procore, but not vice versa.
   ✅ Folder-Based Sync: Users can select specific folders to sync from SharePoint to Procore.
   ✅ Company-Level Sync: This sync is for Company Documents Folder Sync only; other tools and features are not available under this configuration.
   ✅ Secure and Automated: The sync process runs automatically, ensuring that your documents are always up to date in Procore.
   
   

   Important Considerations

   • One-Way Sync Only

     • This integration only supports one-way synchronization from SharePoint to Procore.
     • Changes made in Procore will not be reflected in SharePoint.

   • Individual Folder Configurations

     • You must add a configuration for each folder separately.
     • Each folder in Procore should be mapped to a different SharePoint folder location.

   • Multi-Site & Library Support

     • This feature allows you to sync folders from different SharePoint sites.
     • You can choose folders within multiple SharePoint sites and sync them to the required Procore location. 
       

1. FAQs

   1. Can I sync documents from Procore back to SharePoint?

   No, this feature supports only one-way sync from SharePoint to Procore.

   2. Can I sync all my SharePoint documents to Procore?

   You can select specific folders from your SharePoint library that need to be synced to Procore.

   3. How often does the sync occur?

   The sync process runs automatically at regular intervals to ensure your Procore folders are updated with the latest SharePoint documents.

   4. Is there a limit on the number of folders I can sync?

   There is no predefined limit, but it is recommended to sync only the necessary folders to ensure optimal performance.
   
   

   Conclusion

   The Company Document Folder Sync – One-Way Sync from SharePoint to Procore is an essential feature for teams who need seamless document synchronization. By configuring the integration through the Folder Sync option, users can ensure that their Procore workspace always reflects the most up-to-date documents from SharePoint.