How to add Company Documents to the sync?

How to add Company Documents to the sync?





How to add Company Documents to the sync?


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 SharePoint you want to sync it to.

Prerequisite : Create a folder with the Company name/Company Documents or any identical name in SharePoint where you would like to sync your Company Documents . (In this example we have created a folder with the name "Company Documents" in SharePoint). 




Please refer to the steps below.

1. Click on the "Add Company Documents to Sync" button under the Configuration tab.





2. In the window that pops up, choose your Procore company first
3. On the right hand side, select your SharePoint Site and Library
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 Company Documents folder that was manually created in SharePoint
5. Click on "Select this location" to sync your Procore Company Documents to the desired location.




6. Click on Add Project when you get the message "Path selected successfully".




Please note that once you have added the Company Documents to the configurations, you will need to wait for the initial sync to be completed. Please do not make any changes within the Company Documents 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 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 your Company Documents. 


Please find following a video showing detailed instructions on how to use this feature:



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





    • Related Articles

    • Company Documents Sync: Essential Permissions for Smooth Operations

      What permissions are required to sync company documents from Procore? To sync company documents we just need the authenticated user to have admin access on company level documents and Admin level (Highlighted below) on the company. If you are using a ...
    • How to add a project to sync?

      The Configuration tab is where you will add your projects from Autodesk and select the location in SharePoint you want to sync it to. Prerequisite: Create a folder with the project name or any identical name in SharePoint where you would like to sync ...
    • 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. ...
    • 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 Dropbox you want to sync it to. Here's how it works: 1. Click on "Add Project to Sync" button 2. Choose your Procore ...
    • 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 ...