New Feature: Multiple Procore Account Authentication

New Feature: Multiple Procore Account Authentication

This feature is specifically designed for enterprise environments handling exceptionally large datasets—typically exceeding 2TB+ of files or 100,000+ data items—that frequently encounter Procore API rate limits during heavy synchronization tasks.

Why is this needed?

As a certified Procore Partner, SyncEzy utilizes one of the highest available API call tiers provided by Procore. However, when synchronizing massive amounts of historical data or handling high-volume daily changes, even these generous enterprise limits can occasionally be exhausted.

When the API limit is hit, syncing traditionally pauses until the limit resets. The Multiple Procore Account Authentication feature provides a seamless backup solution to bypass these bottlenecks and ensure continuous, uninterrupted data synchronization.

How It Works

Instead of relying on a single connection, the integration allows you to authenticate additional backup users within the SyncEzy system.

  1. Automatic Switchover: If the Primary User hits the Procore API call limit, the system automatically detects the restriction and instantly switches to a Secondary User to continue processing your data.

  2. Seamless Recovery: Once the Procore API limit for the Primary User resets (which typically occurs after a few hours), the system automatically reverts to using the Primary User.

📝 Audit Trail Note: While the system is actively utilizing a secondary account, any data modified or synced to Procore will appear in your Procore logs as "Modified by [Secondary User Name]". Once the limit resets and the system reverts, the logs will return to showing the Primary User's name.

Configuration Requirements

To ensure data integrity and prevent sync failures, you must adhere to the following setup rules:

  • Maximum Limit: You can add a maximum of 5 Procore users (5 Secondary/Backup accounts) to the rotation pool.

  • Exact Permission Matching: This is a critical requirement. All secondary users must have the exact same permissions, company-level access, and project-level access as the main Primary User. This applies to all existing projects as well as any future projects added to your pipeline.

⚠️ Beta Warning & Next Steps

This feature is currently in the Beta / Development stage. Because it involves complex cross-account API management, we strongly recommend contacting the SyncEzy Support team before enabling it.

Our team will evaluate your data environment, ensure your permissions are mirrored correctly, and safely guide you through the activation process.

How to Add a Secondary User

To configure the Multi-Account Failover feature, follow these step-by-step instructions.

⚠️ Important: Before you begin, make sure you are completely logged out of all active Procore sessions in your current browser. If you remain logged in, the system may automatically connect the wrong account, leading to a false connection.

  1. Log in to the SyncEzy Portal, go to My Integrations, and click blue Details button on your app.
  2. Click the Settings tab, scroll to the bottom, and click the green "Add or update secondary user..." button.

  3. Log in to Procore on the redirect page using the credentials of the secondary account you want to add.
  4. Verify that the new account is now listed under the List of Accounts back in the SyncEzy portal.
Adding Multiple Accounts?

If you wish to add additional secondary accounts (up to the maximum limit of 5 total users), repeat this exact process from the beginning.

Always remember to completely log out of the previous Procore account before clicking the green button again, ensuring you only log in with the specific account you intend to connect next.

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


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