How to add a project to sync?
How to add a Project to the Sync?
The Configuration tab is where you will add your projects from Procore and select the location in SharePoint you want to sync it to.
We have three methods to configure the projects.
1. Classic
2. Auto Sync
2. Auto Sync
3. Folder Sync
1. Classic Method
Classic Method is useful when you have a few projects to add. with this method you can add the projects one by one.
Classic Method is useful when you have a few projects to add. with this method you can add the projects one by one.
1. Click on the "Add Project to Sync" button under the Configuration tab
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, Forms, Observations, Drawings ,RFIs or all.
5. On the right hand side, select your SharePoint Site and Library.
6. 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.
7. Click on "Select this location" to sync your Procore project files to the desired location.
8. 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.
2. Auto Sync
Auto Sync method allows you to sync all your newly created Procore Projects to the SharePoint location automatically. Please note that this feature will only work if you have checked the box against "Enable Auto Sync". With enabling Auto Sync only new projects will be auto-synced, so if you have existing projects to sync you can use "Show Advance Configuration Options" checkbox to sync them. Please note that if you wish to disable auto sync you will need to navigate to this tab again (Configuration- Auto Sync) and remove the checkbox to disable Auto Sync and then click on Save configuration button.
If you do not wish to enable Auto Sync you can simply select the Project location in SharePoint and then select the existing projects to sync to that location through "Show Advance Configuration Options".
If you do not wish to enable Auto Sync you can simply select the Project location in SharePoint and then select the existing projects to sync to that location through "Show Advance Configuration Options".
You can also select and configure multiple projects to the same location with this option as this it will create folders with the Project name in your chosen SharePoint location. Once you have added the Projects, your projects will be added and visible under the configuration tab within 30 seconds.
Below are the steps to use Auto Sync :
Below are the steps to use Auto Sync :
1. Click on the "Add Project to Sync" button under the Configuration tab
2. In the window that pops up, navigate to Auto Sync tab.
3. Select the Procore Company from the list
4. In Project Tools, select whether you want to sync Documents, Photos, Forms, Observations, Drawings RFIs or all.
5. Select "Show Advance Configuration Options" if you have existing projects to add to the sync.
6. On the right hand side, select your SharePoint Site and Library.
7. Navigate to the folder you want to Auto sync your existing and new created projects. All the projects will be synced to your chosen location as this functionality will create the folders with the project name and sync the data in it. 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 files to the desired location.
9. Select Enable Auto Sync (if you would like your new projects to be added to the configurations automatically)
10. Click on Save Configuration when you get the message "Path selected successfully".
3. Folder Sync
This method allows you to sync multiple top level folders from your Procore project to chosen SharePoint location. This method is for those who do not wish 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 sync the Documents tool only. Please note that only top level folders can be synced with this method.
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 SharePoint and then click on Select this location
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 Procore project folders to the desired location.
9. Click on Add Project when you get the message "Path selected successfully".
How to add more tools , if you have added few tools during Full Project sync?
Using Full project sync we can add Documents Photos RFIs ,Forms, Observations, Drawings and Submittals. You have option to select all or choose any of these tools you wish to sync.
Suppose you have selected Documents tool while adding the project and now you wish to Sync more tools. YOu can do this without discrupting the sunc.
Please follow the steps:
Click on Configuration
Using Full project sync we can add Documents Photos RFIs ,Forms, Observations, Drawings and Submittals. You have option to select all or choose any of these tools you wish to sync.
Suppose you have selected Documents tool while adding the project and now you wish to Sync more tools. YOu can do this without discrupting the sunc.
Please follow the steps:
Click on Configuration
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
Email - support@syncezy.com
Have you done this before and what about security of data?
Yes we have, we have been building integrations for the last eight years with over 50 integrations built across various systems. All our communication between systems is fully-encrypted. We do not store your actual data and files on our servers, we only store the IDs / names / and meta data of the records and some minimum information for logging and troubleshooting.
What if I need to use a different cloud storage system other than SharePoint?
Reach out to us at support@syncezy.com. We are always looking to build more integrations. Chances are that we already have something in our plans.
What if I use a different project management system?
We have worked with a variety of job and project management systems in the past, including Aconnex, simPRO, ServiceM8, Aroflo and more. If you would like the data to go into a different job management system reach out to us and we’ll do the best to help.
What if I use a different cloud storage system?
We have worked with a variety of cloud storage systems in building integrations including SharePoint, Google Drive, OneDrive, Dropbox, SharePoint Business and more. If you would like a different system integrated with Procore, reach out to us and we’ll do the best to help.
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