Feature Update: One-Way Sync for Additional Procore Tools and Their Attachments to Box

Overview

We're excited to announce an enhancement to the Procore–Box integration that improves how project documentation is synchronized to Box.

Previously, the integration synchronized only Drawings, RFIs, and Submittals, and did so without pulling in supporting files. With this release, we have expanded our one-way sync capabilities to include additional Procore tools and introduced attachment synchronization for supported record types. This allows eligible attachments to be synchronized to Box alongside their corresponding PDF documents.

What's New?

The integration automatically pulls data from Procore and syncs it to Box as PDF files. You can now sync the following tools with one way sync from Procore to Box:

RFIs
Submittals
Commitments
Forms
Inspections - (currently supports Pass/Fail type inspections only)
Observations
Incidents
Drawings

Attachment Sync

When attachments exist, they will be synchronized into a dedicated folder created alongside the corresponding PDF in Box.

This allows users to access both the generated PDF and all supported attachments from a single location.

Important : For RFIs, Submittals, Commitments, Forms, Inspections and Observations, only attachments added to the main Attachments section are synchronized. Refer to the Limitations section below for more details.

Permissions Required for Sync

To enable synchronization of these tools, the connected Procore user must have Admin-level access to each applicable tool at the project level.

Attachment Folder Naming Configuration

New multi-select dropdowns have been added to the Settings page.

This setting allows administrators to select which fields should be included in the attachment folder name.

For consistency and easier navigation, we recommend using the same fields that are currently configured for your PDF naming convention. Please refer to example below:

How One-Way Sync Works for these additional tools

The integration synchronizes supported information from Procore to Box.

One-way synchronization: Information is transferred from Procore to Box only.
PDF generation: Supported Procore records are synchronized as PDF documents.
Automatic updates: Changes to supported records in Procore can trigger synchronization of the updated information.
Organized folders: Records are grouped into folders according to the tool and record structure.
Attachment synchronization: Eligible attachments are placed in a dedicated folder alongside the corresponding PDF.
No reverse sync: Changes made in Box do not synchronize back to Procore.

How to Enable Additional Tools

Open your Procore–Box integration in SyncEzy.
Navigate to the project configuration or Add Project to Sync section.
Select the project you want to configure.
Open the project tools or sync options.
Enable the supported tools you want to synchronize.
Select the destination location in Box, if prompted.
Save the configuration.

For the additional tools described in the reference article, the connected Procore user must have Admin-level access to each applicable tool at the project level.

Inspections limitation: Only Pass/Fail-type inspections are supported .

Understanding the Folder Structure

SyncEzy organizes synchronized information into dedicated folders within the selected project destination. The folder hierarchy helps users locate records by tool, template, and document type.

Overall Tool Folder Structure

Parent Root Folder

├── Commitments/
│   └── PDFs/
│       ├── [Commitment PDF file]
│       └── [Commitment Attachment Folder]
├── Drawings/
│   └── [Area Name]/
│       └── [Discipline]/
│           └── [Drawing PDF file]
├── Forms/
│   └── [Form Template Name]/
│       └── Completed Forms/
│           ├── [Form PDF file]
│           └── [Form Attachment Folder]/
├── Incidents/
│   └── PDFs/
│       └── [Incident PDF file]
├── Inspections/
│   └── [Inspection Template Name]/
│       └── PDFs/
│           ├── [Inspection PDF file]
│           └── [Inspection Attachment Folder]/
├── Observations/
│   └── PDFs/
│       ├── [Observation PDF file]
│       └── [Observation Attachment Folder]/
├── RFIs/
│   ├── [RFI Name].pdf
│   └── [RFI Name] (Attachment Folder)/
│       ├── [Main Attachments]
│ 
└── Submittals/
    ├── [Submittal Name].pdf
    └── [Submittal Name] (Attachment Folder)/
        └── [Main Attachments]

(Note: Incidents and Drawings only sync the primary PDF files; attachment folders are generated for Commitments, Forms, Inspections, Observations, RFIs, and Submittals.)

Attachment folders are created in the same Box location as the corresponding PDF, providing a complete view of the record and its supporting documents.

Attachment Folder Structure - detailed

When a supported record has eligible attachments, the integration creates a dedicated attachment folder alongside its corresponding PDF.

For example, an RFI named RFI-123 – Door Hardware Clarification may be organized as follows:

Main attachment: Door Hardware Schedule.xlsx

The integration will now synchronize both the PDF and the attachments:


RFIs/
├── RFI-123 - Door Hardware Clarification.pdf
└── RFI-123 - Door Hardware Clarification/
    ├── Door Hardware Schedule.xlsx

The attachment folder is created automatically and stored alongside the corresponding PDF.

Which Attachments Are Supported?

Supported Attachments

Procore tool	Supported attachments
RFIs	Files in the main Attachments section only
Submittals	Files in the main Attachments section only
Commitments	Files in the main Attachments section only
Forms	Files in the main Attachments section only
Inspections	Files in the main Attachments section only
Observations	Files in the main Attachments section only

These attachments are stored in the corresponding attachment folder alongside the generated PDF.

Unsupported Attachments

The reference documentation does not include the following attachment types in the supported synchronization scope:

RFIs : Review and response attachments.
Submittals: Review and response attachments.
Commitments: Correspondence and response attachments.
Forms: Attachments associated with response, activity, or workflow actions.
Inspections: Response and activity attachments.
Observations: Response and activity attachments.

For example, if a Submittal has one file in its main Attachments section and another file attached to a review or response, only the file in the main Attachments section is included in the documented attachment-sync scope.

The same distinction applies to other supported record types: an attachment must be added in a supported location within the Procore record.

What Happens When a Record Has No Attachments?

If a supported record has no eligible attachments, it continues to synchronize as a PDF without an attachment folder.

For example:

RFIs/
└── RFI-789 - Lighting Fixture Location.pdf

If eligible attachments are added later, the integration can create the corresponding attachment folder and synchronize the supported files during the applicable sync process.

How to Add Additional Tools to an Existing Synced Project

To add these new tools in your existing projects to sync, you do not need to disconnect the project at all. Plerojectsase follow the instructions below

Please refer to the steps below in order to add tools to an existing syncing project:

Log into SyncEzy, open your integration, and navigate to the Configuration tab.
Click the Edit icon next to your project (Note: Editing is disabled if all tools are already selected, or if you are using company documents or the folder sync feature).
Select the additional tools you want to add.
Click Select this location, then click Add Project.
The screen will refresh, and the newly added tools will automatically begin syncing to your project's folder path.

Do Existing Customers Need to Do Anything for Attachment sync?

New Records

For supported records, eligible attachments are synchronized into the corresponding attachment folder when the record is processed.

Existing Records

Existing records will continue to function normally.

If an existing RFI, Submittal, Commitment, Form, Inspection or Observation receives a new eligible attachment or is updated with eligible attachments, the integration will automatically:

Create the attachment folder in Box (if it does not already exist).
Synchronize all associated attachments into that folder.

No manual Box configuration is required.

Manually Sync Existing Records Attachments

Where the Box integration provides manual synchronization through File Manager:

Open your integration in SyncEzy.
Navigate to File Manager.
Select the relevant project.
Open the applicable module, such as RFIs, Submittals, Commitments, Forms, Inspections, or Observations.
Use the available Sync action to process the records.

The integration processes eligible records and attachments according to the configured sync behavior.

Attachment Folder Naming

A new configuration option is available in Settings that allows you to define the naming convention for attachment folders.

You can select multiple fields that will be used when generating the folder name.

Recommended Configuration

We recommend using the same fields that are currently configured for your PDF naming convention.

For example, if your PDF name uses:

RFI Number
Subject

Then the attachment folder should use the same fields:


RFIs/
├── RFI-123 - Door Hardware Clarification.pdf
└── RFI-123 - Door Hardware Clarification/

This provides a consistent and easy-to-navigate structure within Box.

Limitations

The attachment synchronization feature supports:

RFIs, Submittals, Commitments, Forms, Observations and Inspections: Only files uploaded to the main Attachments section.

Supported Attachments

The integration will synchronize attachments that are added directly to the record itself, including:

RFI attachments
Submittal attachments
Commitment attachments
Form attachments
Inspection Attachments
Observation Attachments

These files will be synchronized to Box and stored in the corresponding attachment folder.

Unsupported Attachments

Attachments added as part of reviews, responses, correspondence, or workflow activities are not currently synchronized for RFIs, Submittals, Commitments, Forms, Inspections or Observations.

Examples include:

RFI Review/Response Attachments
Submittal Review/Response Attachments
Commitment Correspondence or Response Attachments
Inspection Response/Activity attachments
Observation Response/Activity attachments

For example, if a Submittal contains a file in the main Attachments section and another file attached as part of a Review/Response, only the file in the main Attachments section will be synchronized to Box.

Visual Examples

The screenshots below highlight the attachment locations that are currently supported and unsupported:

RFI main attachments

Submittal main attachment

Commitment main attachment

Form Attachments

Observation Attachment

Summary

With this release, the Procore–Box integration now provides a more complete synchronization experience by including main attachments for RFIs, Submittals, Commitments, Forms, Observations and Inspections

Key Benefits

Synchronize supported Procore records as PDFs, along with their eligible attachments.
Automatically create attachment folders when attachments exist.
No action required for new records.
No impact on previously synchronized PDFs.
Flexible folder naming through the new multi-select configuration.
Ability to manually sync existing records to apply the new functionality.

This enhancement helps ensure that eligible attachments associated with RFIs, Submittals, Commitments, Forms, Inspections, and Observations are synchronized and organized alongside their corresponding PDF documents in Box.

Questions?

If you have any questions about this enhancement or need assistance configuring the new attachment synchronization settings, please contact our support team at support@syncezy.com.

We're happy to help with configuration, synchronization, and any questions regarding how this feature will work within your Box environment.

Future Enhancements

Support for response-level, activity-level, review, correspondence, and other workflow-related attachments is not currently available.

If this functionality would be valuable for your team, we welcome your feedback and use cases. Customer feedback helps us prioritize future enhancements and product improvements. You can share your feedback with us at: support@syncezy.com or sales@syncezy.com .

If support for these attachment types is introduced in a future release, it will be communicated through our release notes and product updates.