How to add a project to sync?
How to add a project to sync?
The Configuration tab is where you will add your projects from Procore and select the location in Google Drive you want to sync it to.
1. Click on the "Add Project to Sync" button
2. Choose your Procore company first.
3. In the Procore Project box select the Procore project from the list.
4. In Project Tools, select whether you want to sync Documents, Photos, or both, and then select Google Drive.
5. Check the box where it says "Create a Sub Folder with Procore Project Name" if you would like the integration to create a folder with the matching project name (selecting the checkbox automatically creates a parent folder with the same name as the Procore project). This means once the location is selected the integration will automatically create a folder with the project name and corresponding chosen tool folders (Documents and/or Photos) within the selected location and start syncing the data.
6. Once the location is selected please click on Add Project button to add your project. (Once the project is added, changing the path folders in Google Drive will break the sync)
7. Repeat the process to add a new project.
Please note that once you have added a project to integration, you will need to wait for the initial sync to be completed. Please do not make any changes within the Project while the initial sync is going on. Initial sync can take a few minutes (Normally 5-10 minutes, depending on the number of folder structures in your Procore Project. If the project size is big it can take upto 24-48 hours). Once the initial sync is completed then only you can add the data to either side to sync across. You will receive an email notification once the initial sync is completed for that particular added project. Meanwhile, you can add more projects to the configurations if you have any. For each and every project you will receive a separate email.
Sync Company level documents:
5. Check the box where it says "Create a Sub Folder with Procore Project Name" if you would like the integration to create a folder with the matching project name (selecting the checkbox automatically creates a parent folder with the same name as the Procore project). This means once the location is selected the integration will automatically create a folder with the project name and corresponding chosen tool folders (Documents and/or Photos) within the selected location and start syncing the data.
Please note that If you do not check the box then you will need to manually create a folder with the matching project name or any preferred name. Then the integration will sync the data to your selected location without creating a folder with a project name and will only create the chosen tool folders (Documents and/or Photos) inside your manually created project folder . Please refer to the screenshot below, with or without the check box.
6. Once the location is selected please click on Add Project button to add your project. (Once the project is added, changing the path folders in Google Drive will break the sync)
7. Repeat the process to add a new project.
Please note that once you have added a project to integration, you will need to wait for the initial sync to be completed. Please do not make any changes within the Project while the initial sync is going on. Initial sync can take a few minutes (Normally 5-10 minutes, depending on the number of folder structures in your Procore Project. If the project size is big it can take upto 24-48 hours). Once the initial sync is completed then only you can add the data to either side to sync across. You will receive an email notification once the initial sync is completed for that particular added project. Meanwhile, you can add more projects to the configurations if you have any. For each and every project you will receive a separate email.
Sync Company level documents:
Yes, it is possible to sync only company-level documents with this integration. The Configuration tab is where you will need to select the company and select the location in Google Drive you want to sync it to.
1. Click on the "Add Company Documents to Sync" button
2. In the window that pops up, choose your Procore company first
3. On the right-hand side, select your drive.
4. Select the location folder where you would like to sync your company-level documents (In the example given below, in screenshot 2, the documents will be synced to PC GD Test folder that was manually created in Google Drive.
Please note that if you check the 'Create a Sub Folder with Procore Project Name' option, it will create two subfolders: one with your company name and another named 'Company Documents' within the root folder you've chosen for syncing your company documents."
4. Select the location folder where you would like to sync your company-level documents (In the example given below, in screenshot 2, the documents will be synced to PC GD Test folder that was manually created in Google Drive.
Please note that if you check the 'Create a Sub Folder with Procore Project Name' option, it will create two subfolders: one with your company name and another named 'Company Documents' within the root folder you've chosen for syncing your company documents."
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