Overview of Autodesk-SharePoint Integration

Overview of Autodesk-SharePoint Integration

Summary

This guide provides a comprehensive overview of the Autodesk Construction - SharePoint integration dashboard and reporting tools available.

Dashboard


The Dashboard tab offers detailed information on your added projects, including project names, sizes, and logged activities. It also displays the amount of data synced and deleted. You can view this by clicking the Details button and filtering the dates to see the data.

The Dashboard tab also shows the Average File Sync Speed as highlighted above).

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Actions

This section lists added projects and their synced data size.

Active Projects

This section shows all active projects, their IDs, and the last synced time.

Details


SyncEzy-Email

The email you used to sign up and access the integration portal on integrations.syncezy.com.

Autodesk Construction Username

The email associated with your Autodesk Construction account.

SharePoint Username

The email associated with your SharePoint account.

Notification Email

Enable this option to receive sync status emails at your SyncEzy-Email.

Sync Deletes

Enabling this option allows file deletions to sync between Autodesk Construction and SharePoint. If disabled, deletions must be manually done on both systems. The sync delete limit resets every 24 hours, starting from the file deletion time. Note that this feature currently only works within the "Documents" tool.

Example:
If the sync delete limit is set to 25 in 24 hours and you delete 100 files from SharePoint, only 25 deletions will sync to Autodesk Construction. The remaining 75 files will remain unsynced unless manually deleted. To avoid this, increase the Sync Delete limit to 10000 or more.

Integration Name

Customize your integration name by clicking the pencil icon, editing, and saving. The maximum length is 70 characters.

Notification Emails

Add multiple emails for notifications, separated by commas (e.g., mail@example.com, mail2@example.com).

Data View


The Data View tab contains all the data stored by SyncEzy for compliance purposes, which can be exported into an Excel spreadsheet. Admins will receive alerts for any pertinent actions needed. For questions on reports, use the 24/5 chat icon to start a conversation with a Tech Specialist, who can assist via screen sharing if needed.

Sync Status

The Sync Status tab shows the daily sync status, indicating success or failure, with start and completion times.


File Manager

The File Manager tab provides a comprehensive view of files in both Autodesk Construction and SharePoint for easy navigation and management.


Error Logs

This tab is for Support Users and Developers to investigate integration issues by viewing a log of errors per project. Choose the project from the dropdown to populate the errors; if there are no errors, nothing will be displayed.


Configuration

The Configuration tab is where you add projects and company documents from Autodesk Construction and select the SharePoint location for syncing. Follow the steps outlined for adding a project and integrating company documents to sync data between Autodesk Construction and SharePoint.


Plan Details

The Plan Details tab summarizes your current subscription status:

  • Customer Name: The name you signed up with.
  • Customer Email: The email you signed up with.
  • Plan Name: Autodesk Construction SharePoint Two Way.
  • Plan Code: Internal reference related to the plan name.
  • Plan Price: The amount paid for the integration, depending on the tier and subscription duration.
  • Interval of Subscription and Interval - Unit of Subscription: Specify the subscription duration in months or years.
  • Next Bill Date: The next billing date.
  • Subscription ID and Subscription Number: References for your subscription for support purposes.

Connection Details

The Connection Details tab includes database and hosting information for the Autodesk Construction-SharePoint integration.

Have a Support Question?

We offer three support channels:

Chat

Live Chat (24x5 support) from within your integration portal.

Phone

  • AUS: +61 2 9136 9448
  • NZ: +64 9 303 2999
  • UK: +44 203 670 1109
  • US: +1 720 500 9302

Email

support@syncezy.com


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