Strict One-Way Sync Between Procore and SharePoint

Strict One-Way Sync Between Procore and SharePoint

Overview

SyncEzy supports one-way document synchronization between Procore and SharePoint.

Depending on the configuration, documents can be synchronized in either of the following directions:

Procore → SharePoint

or

SharePoint → Procore

One-way synchronization means that documents are synchronized in one direction only. Changes made on the destination side are not synchronized back to the source.

SyncEzy provides different one-way synchronization configurations depending on your workflow and where you want to maintain your source documents.

The one-way sync configuration applies to the entire integration. Once enabled, the integration synchronizes in the selected direction for all applicable projects and/or company documents configured within that integration.

Available One-Way Sync Configurations

1. Procore → SharePoint One-Way Sync

The entire integration operates in the Procore → SharePoint direction.

It uses the existing Procore–SharePoint integration capabilities for project and company documents, while restricting document synchronization to one direction.

The synchronization direction is:

Procore → SharePoint

Changes made in Procore can be synchronized to SharePoint.

Changes made in SharePoint are not synchronized back to Procore.

The existing document synchronization capabilities and behavior available in the standard integration continue to apply, with the main difference being that synchronization is restricted to one direction.

2. SharePoint → Procore One-Way Document Sync

SyncEzy also supports one-way document synchronization from SharePoint to Procore.

The entire integration operates in the SharePoint → Procore direction for Document Sync.

The synchronization direction is:

SharePoint → Procore

Changes made in SharePoint can be synchronized to Procore.

Changes made in Procore are not synchronized back to SharePoint.

With this configuration, users can select the required SharePoint location and Procore destination as part of the setup.

Supported:

  • SharePoint-to-Procore Document Only Sync

Not Supported:

  • Procore-to-SharePoint synchronization

  • Two-way document synchronization

  • Metadata Sync

  • Other sync options under this specific configuration

3. Company-Level Folder Sync

Company-level Folder Sync is a separate SharePoint-to-Procore one-way configuration.

This configuration is designed for customers who want to synchronize individual company-level folders  with separate SharePoint locations rather than treating the entire Company Documents location as a single source.

Once this option is enabled, the entire integration app will dedicated to use this configuration only.

Each company-level folder can be added separately and mapped to a specific Procore destination.

For example, different SharePoint company-level folders can be configured to synchronize to different Procore locations.

The synchronization direction is strictly: SharePoint → Procore

Changes made in Procore are not synchronized back to SharePoint.

Please refer to this article for more information. 

Important Requirements for One-Way Sync

  • The one-way configuration applies to the entire integration, not an individual project.
  • It can only be enabled for a new integration or an existing integration that has been reset.
  • The one-way option can only be enabled on an app by SyncEzy Support. It cannot be enabled by users themselves.
  • To change an existing one-way integration to two-way, the integration must be reset and configured again.

If you would like to use SharePoint-to-Procore one-way synchronization, please contact SyncEzy Support or Sales for assistance.

Existing Integrations

If an existing integration app has already been configured as two-way, it cannot simply be switched from two-way synchronization to SharePoint-to-Procore one-way synchronization.

The integration must first be reset and configured again.

Important: Resetting an integration will remove its existing configuration and synchronization state. Please contact SyncEzy Support before resetting an existing integration.

How SharePoint to Procore One-Way Project Sync Works

Step 1: Enable the One-Way Sync Option

The SharePoint-to-Procore one-way sync option must first be enabled by SyncEzy Support.

The integration must be new or have been reset before this option can be configured.

Once enabled, the configuration page will provide the options required to set up the one-way synchronization.

Step 2: Add a Project

From the configuration page, select Add Project.

Select Document Only sync Tab from the pop up opened. 

Step 3: Select the Procore Destination

Select the Procore Company and the Project.
Note that after project is connected, SharePoint data will synced in the Documents tool directly at the root level

Step 3: Select the SharePoint Location

In the SharePoint section:

  1. Select the SharePoint Site where the documents are stored.
  2. Choose the Library that contains the folders you want to sync.
  3. Define a Parent Path for the folders that need to be synced.

The configuration also supports selecting the root-level SharePoint library.

The selected SharePoint location acts as the source for the SharePoint-to-Procore synchronization.

After setting up the SharePoint configuration, click on ‘Add Project’ to complete the setup

Initial Synchronization

When the configuration is first added, SyncEzy performs an initial synchronization of the applicable documents from the configured source.

The time required for the initial synchronization depends on factors such as the number of folders and documents being synchronized.

During the initial sync, SyncEzy processes the applicable folder and document structure and synchronizes the supported documents to Procore.

Understanding One-Way Sync

One-way sync means documents are synchronized in one direction only:

  • Procore → SharePoint
  • SharePoint → Procore

The direction depends on the configuration selected.

Metadata Sync

Metadata Sync is not supported with the new SharePoint-to-Procore one-way Document Sync configuration.

Important Considerations

  • The SharePoint-to-Procore one-way configuration is available only for a new or reset integration.
  • The new SharePoint-to-Procore one way sync supports only Document only Sync  for all its project configurations 
  • The one-way option must be enabled by SyncEzy Support.
  • Company-level Folder Sync is a separate SharePoint-to-Procore configuration that allows individual company-level folders to be mapped to separate Procore locations. More information here

For assistance with one-way sync, please contact SyncEzy Support or Sales.

Yes. Since one-way is an integration/app-level setting, the FAQ should consistently describe it that way rather than making it sound project-specific. I’d also simplify the Summary because the FAQ already covers most of it.

Frequently Asked Questions

Can I synchronize from SharePoint to Procore only?

Yes. SyncEzy supports SharePoint-to-Procore one-way synchronization.

The synchronization direction is: SharePoint → Procore

This is configured at the integration level, so the selected direction applies to the integration as a whole.

Can I synchronize from Procore to SharePoint only?

Yes. SyncEzy also supports Procore-to-SharePoint one-way synchronization.

The synchronization direction is: Procore → SharePoint

This is also configured at the integration level.

Can I use one-way sync with an existing integration?

For the SharePoint-to-Procore one-way configuration, the integration must be new or reset before the one-way option can be enabled.

Please contact SyncEzy Support before making changes to an existing integration.

Can I switch a two-way integration directly to SharePoint-to-Procore one-way sync?

No. The integration must first be reset and then configured again as a SharePoint-to-Procore one-way integration.

Does the one-way setting apply to individual projects?

No. The one-way setting applies to the entire integration, not to an individual project.

Who can enable One-way sync?

The option must be enabled by SyncEzy Support.

Please contact Support or Sales if you would like to use this configuration.

Can I synchronize individual company-level folders?

Yes. With Company-level Folder Sync, individual company-level folders can be added separately and mapped to separate Procore destinations.

Is Company-level Folder Sync the same as SharePoint-to-Procore One-Way Document Sync?

No.They are separate configurations that both use the SharePoint-to-Procore direction.

Company-level Folder Sync allows individual company-level folders to be configured and mapped independently.

Is Metadata Sync supported with SharePoint-to-Procore one-way Document Sync?

No. Metadata Sync is not supported with the new SharePoint-to-Procore one-way Document Sync configuration.

Does one-way synchronization prevent documents from being edited on the destination side?

No. One-way synchronization defines the direction in which changes are synchronized. It does not prevent documents from being edited on the destination side.

Changes made on the destination side are not synchronized back to the source.