How to add a project to sync?
How to add a project to sync?
The Configuration tab is where you will add your projects and Company Documents from Procore and select the location in box you want to sync it to. Refer to the steps outlined below for adding a project, followed by instructions on integrating company documents to sync the data to box and vice versa.
We have three methods to configure the projects.
1. Full Project Sync
2. Documents only Sync
2. Documents only Sync
3. Selected Folder Sync
1. Full Project Sync
Prerequisite: Create a folder with the project name or any identical name in box where you would like to sync your project. (In this example we have created a folder with the Project name in box).
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.
7. Click on Add Project when you get the message "Path selected successfully".
Once you have clicked on "Add Project" your project will be added to the integration configuration and tools folders (Documents, Photos, RFIs, Submittals) will be created in box under the chosen path folder during the initial sync and data from Procore 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 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.
2. Document sync
2. In the window that pops up, choose your Procore company first
3. Select the Procore project from the list
4. In Project Tools, select whether you want to sync Documents, Photos, RFIs, Submittals or all.
5. Navigate and select the folder you want to sync to. This is the folder that we created with the project name in box. Selected tools folder (Documents, Photos, RFIs, Submittals) will be created on this location only to sync the data.
6. Click on "Select this location" to sync your Procore project files to the desired location.
6. Click on "Select this location" to sync your Procore project files to the desired location.
7. Click on Add Project when you get the message "Path selected successfully".
Once you have clicked on "Add Project" your project will be added to the integration configuration and tools folders (Documents, Photos, RFIs, Submittals) will be created in box under the chosen path folder during the initial sync and data from Procore 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 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.
2. Document sync
We are excited to announce a new feature that enhances our integration with Box. Now, instead of creating a new "Documents" folder layer, the integration will sync all folders from the documents tool directly to your chosen path in Box, maintaining the original structure. This feature currently supports the Documents tool and allows seamless syncing of your Procore project folders to a selected Box location.
Prerequisite:
Create a folder in Box 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 Sync and then choose your Procore company first
3. Select the Procore project from the list
4. On the right-hand side, select your Box Sub Folder
5. Navigate and select the folder you want to sync to. This is the folder that we created with the project name in Box and all the folders from Procore Documents tool will sync here.
6. Click on "Select this location" to sync your Procore 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 Procore Documents tool will be created in Box under the chosen path folder during the initial sync. Please do not change/rename/move/delete these 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 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.
3. Selected Folder Sync
This method allows you to sync multiple top-level folders from your Procore project to your chosen Box location. This method is for those who do not wish to sync the whole project but like to sync one or multiple folders to Box. You can add those folders by selecting the checkboxes and the folders will be synced to the Box 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 Box where you would like to sync the folders from project. (In this example we have created a folder with the Project name in Box). You can also use an existing folder in Box to sync folders from Procore.
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 Folder Sync tab.
3. Select the Procore Company from the list
4. Select the Procore project from the list
5. Select the folders from the list that you would like to sync to Box and then click on Select this location. We have selected two folders to sync.
6. On the right-hand side, select your Box location.
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 Procore project folders to the desired location.
9. Click on Add Project when you get the message "Path selected successfully".
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 Box. (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 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 a particular added project. For each and every project you will receive a separate email.
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 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.
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