How to Use the "Select Path URL" Feature in SyncEzy for Procore to Box Integration
In this guide, we will walk you through the steps to use the "Select Path URL" feature for syncing a Procore project with Box. The "Select Path URL" feature allows you to specify the exact folder path in Box where you want to sync your Procore project files.
Step-by-Step Instructions
Navigate to the Integration Page:
- Open SyncEzy and go to your integration settings for Procore and Box.
Add Project to Sync:
- Click on the option to add a new project to sync.
Select the Classic Sync Option:
- Under the "Add Project to Sync" window, ensure the "Classic" tab is selected. This option allows you to sync the entire folder structure of a Procore project.
Select Procore Company and Project:
- From the drop-down menus, select your Procore Company and Procore Project. This will determine which project you want to sync with Box.
Choose Project Tools:
- Select the Procore tools you want to sync. Options may include Documents, Photos, RFIs, etc. Ensure the relevant checkboxes are marked.
Select Path URL for Box:
- Click on the "Select Path URL" button next to the Box logo.
- Click on the "Select Path URL" button next to the Box logo.
Enter the Box Folder Path:
- In the URL field, enter the URL of the Box folder where you want to sync your Procore project.
- For example:
https://app.box.com/folder/278827952891
- In the URL field, enter the URL of the Box folder where you want to sync your Procore project.
Validate the Path:
- After entering the URL, click the "Validate" button to ensure the path is correct and accessible.
- A confirmation message "Path Selected Successfully" should appear in green text if the path is valid.
Add Project:
- Once the path is validated, click the "Add Project" button to finalize the sync setup.
Confirmation:
- You will see a message indicating that the path has been selected successfully and the project is added to the sync list.
By following these steps, you can easily set up a sync between your Procore project and the specified Box folder using the "Select Path URL" feature. This ensures your project files are organized and accessible in the desired Box directory.
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