Introducing the Procore Submittals Sync with SharePoint!

The Procore Submittals Tool Sync allows for a one-way sync of submittals from Procore to SharePoint. This feature automatically transfers submittal files as PDFs, ensuring that SharePoint always has the most up-to-date version. Any updates made in Procore will trigger a new sync, replacing the previous file to maintain accurate records. This eliminates the need for manual downloads and uploads, keeping document management efficient and consistent.

🔒 Permissions Required for Submittals Tool Sync

To enable syncing, admin permissions for the Submittals tool in Procore are required.

📌 How the Submittals Sync Works

✅ One-Way Sync: Submittal files from Procore are automatically transferred as PDFs to SharePoint.

✅ Automatic Updates: When a submittal is updated in Procore, the new version will automatically replace the previous PDF in SharePoint, ensuring you always have the latest records.

✅ Folder Structure: The sync maintains the Procore folder hierarchy in SharePoint, making it easy to navigate and locate submittals.

✅ Seamless Access in SharePoint: Once synced, submittal PDFs are stored in your designated SharePoint location, ensuring teams have real-time access to the latest project documents.

📖 Step-by-Step Guide to Set Up Submittals Sync

Step 1: Select the Submittals Tool in Procore

1️⃣ Navigate to Procore > Project Tools > Submittals.
2️⃣ Ensure the submittals you want to sync are available in Procore.

Step 2: Enable Full Project Sync and Select Submittals in SyncEzy 

1️⃣ In SyncEzy, go to "Add Project to Sync".
2️⃣ Select "Full Project Sync" and check the "Submittals  option.
3️⃣ Choose the SharePoint Site where you want the files to sync.
4️⃣ Select the Documents Library and choose the folder location.
5️⃣ Click "Select This Location" to finalize the setup.

📂 Understanding the SharePoint Folder Structure

Once the sync is enabled, SyncEzy creates a parent folder in SharePoint named “Submittals”. All Submittals will be saved as PDF files within subfolders based on the project structure in Procore. 

🔍 View Synced Submittals in SyncEzy File Manager

To access your RFIs sync history and manage synced files:

• Go to SyncEzy > File Manager.
• View and verify all synced Submittals PDFs in your designated SharePoint folder.

🎯 Benefits of the Submittals Sync Feature

✔ Eliminates Manual Downloads & Uploads – Save time and reduce errors.
✔ Ensures Up-to-Date Submittals – Always have the latest version in SharePoint.
✔ Enhances Collaboration – Teams working in SharePoint can access updated submittals effortlessly.
✔ Maintains Procore Folder Structure – Organized and easy to navigate.

🚀 Future Enhancements

We are continuously improving our integrations! Stay tuned for upcoming updates, including sync capabilities for Models and additional Procore tools.