How to add a project to sync?
How can I add a Project to sync to SharePoint?
The Configuration tab is where you will add your projects from Autodesk and select the location in SharePoint you want to sync it to.
We have three methods to configure the projects.
1. Full Project Sync
2. Selected Folder Sync
3. Documents only Sync
1. Full Project Sync
Prerequisite: Create a folder with the project name or any identical name in SharePoint where you would like to sync your project. (In this example we have created a folder named "WorkingTest" in SharePoint).
Once you have the folder created please refer to the steps below :
1. Click on the "Add Project to Sync" button under the Configuration tab in SyncEzy Portal.
2. In the window that pops up, choose your Autodesk company/account first
3. Select the Autodesk project from the list
4. In Project Tools, select whether you want to sync Documents, Photos or both.
5. On the right-hand side, select your SharePoint Site and Library.
6. Navigate and select the folder you want to sync to. This is the folder that we created with the project name in SharePoint. Selected tools folder (Documents, Photos) will be created automatically on this location only to sync the data.
6. Navigate and select the folder you want to sync to. This is the folder that we created with the project name in SharePoint. Selected tools folder (Documents, Photos) will be created automatically on this location only to sync the data.
7. Click on "Verify this location" to sync your Autodesk project files to the desired location.
8. Click on Add Project when you get the message "Your path has been verified successfully. You can click Add Project to proceed.".
Once you have clicked on "Add Project" your project will be added to the integration configuration and tools folders (Documents, Photos) will be created in SharePoint under the chosen path folder during the initial sync and data from Autodesk tools will be synced to these folders. Please do not change/rename/move/delete these folders as the sync will break (Screenshot below). To learn more about path and folder structure please click here.
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 Autodesk 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 (The Documents tool will be exclusively used for syncing, while the Photos tool will initially be synchronized from Autodesk to SharePoint. After the initial synchronization, the sync process for the Photos tool will be discontinued). 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.
2. Selected Folder Sync
This method allows you to sync multiple top-level folders from your Autodesk Construction cloud project to your chosen SharePoint location. This method is for those who do not wish to sync the whole project but like to sync one or multiple folders to SharePoint. You can add those folders by selecting the checkboxes and the folders will be synced to the SharePoint location. Currently, the Folder Sync method syncs the Documents tool only. Please note that only the top-level (Level 1) folders can be synced with this method.
Prerequisite: Create a folder with the project name or any identical name in SharePoint where you would like to sync the folders from project. (In this example we have created a folder named Maxx Crosby in SharePoint). You can also use an existing folder in SharePoint to sync folders from Autodesk Construction cloud.
Prerequisite: Create a folder with the project name or any identical name in SharePoint where you would like to sync the folders from project. (In this example we have created a folder named Maxx Crosby in SharePoint). You can also use an existing folder in SharePoint to sync folders from Autodesk Construction cloud.
Below are the steps to use Folder Sync :
1. Click on the "Add Project to Sync" button under the Configuration tab
2. In the window that pops up, navigate to Selected Folder Sync tab.
3. Select the Account name from the list
4. Select the Project from the list
5. Select the folders from the list that you would like to sync to SharePoint and then click on Select this location. We have selected two folders to sync.
6. On the right-hand side, select your SharePoint Site and Library.
7. Navigate to the folder you want to sync to. Note: There will be a red text saying "You can't select this location" if you have selected an invalid location.
8. Click on "Select this location" to sync your Autodesk Construction cloud project folders to the desired location.
9. Click on Add Project when you get the message "Your path has been verified successfully. You can click Add Project to proceed.".
Once you click on "Add Project" the project will be added to the configurations and selected folders will be created in your chosen location in SharePoint. (Refer to the screenshot below)
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 Autodesk Construction cloud 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 a particular added project. For each and every project you will receive a separate email.
Please note that in future if you would like select more folders from the existing added project or would like to sync the whole project then you will need to delete the existing configuration and re-add the project again.
3. Documents- Only Sync
With this feature, instead of creating a new "Documents" folder layer inside the parent folder, the integration will sync all folders from the documents tool directly to your chosen path in SharePoint, maintaining the original structure. This feature currently supports the Documents tool and allows seamless syncing of your Autodesk Construction cloud project folders to a selected SharePoint location.
Prerequisite:
Create a folder in SharePoint with the project name or any identifiable name where you want to sync your project.
Once you have the folder created please refer to the steps below :
1. Click on the "Add Project to Sync" button under the Configuration tab in SyncEzy Portal.
2. In the window that pops up, Select Documents-only Sync and then choose your Autodesk Construction cloud company first
3. Select the Autodesk Construction cloud project from the list
4. On the right-hand side, select your SharePoint Site and Library.
5. Navigate and select the folder you want to sync to. This is the folder that we created with the project name in SharePoint and all the folders from Autodesk Construction cloud Documents tool will sync here.
5. Navigate and select the folder you want to sync to. This is the folder that we created with the project name in SharePoint and all the folders from Autodesk Construction cloud Documents tool will sync here.
6. Click on "Verify this location" to sync your Autodesk Construction cloud project files to the desired location and click on Add Project.
Once you have clicked on "Add Project" your project will be added to the integration configuration and folders from the Autodesk Construction cloud Documents tool will be created in SharePoint under the chosen path folder during the initial sync. Please do not change/rename/move/delete root folders as the sync will break.
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 Autodesk Construction cloud 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.
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