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. 

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

Autodesk Construction Username

The email associated with your Autodesk Construction account.

SharePoint Username

The email associated with your SharePoint account.

SyncEzy-Email

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

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.

Configuration

The Configuration tab is where you add projects and company documents from Autodesk Construction and select the SharePoint location for syncing.



File Manager

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


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.

Settings

Integration Name

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

Notification Email

Enable this option to receive sync status emails at your SyncEzy-Email.
In the text box present under this taggle, user can add multiple emails for notifications, separated by commas (e.g., mail@example.com, mail2@example.com).

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.
Please refer to this article for detailed information

Sync options

App Owners can choose what options are selectable during Sync. Basically the APP Owner can enable/disable the sync methods and features. Please note these toggles are visible to APP Owner only. Please refer to this article on more information about use of these options if these are enabled

Email Statistics

If enabled, the system will send automated email notifications providing a summary of data synced and the overall health of the integration.
Users can choose how often they receive these reports (Daily, Weekly, or Monthly) by selecting one of the following options 1D: Daily 1W: Weekly 1M: Monthly

Sync Status

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


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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