What access do I need in Procore to sync the Projects to box?

SyncEzy does not require you to have Admin permissions on the company level in Procore. We just need the user to have Admin access to those particular projects that will be added to SyncEzy integration.

So for all the projects that you will configure, you need to have Admin access to those projects in Procore. Your Admin access on those projects will ensure smooth syncing of files and folders between Procore to box and vice versa.

Can I choose which Procore projects to sync to box?

Yes. The integration Portal has a configuration settings area where this can be configured.  You can sync projects from multiple Procore Companies to a single box account. Or have multiple app subscriptions and connect them to different box accounts.

Can you support multiple companies in Procore?

Yes. We can connect Projects from multiple Procore companies to a single organization’s box Team folder.

What can be synced from box to Procore? Currently, we can sync three tools from box to Procore. The documents tool The photo tools You can choose the tools you would like to sync from the configuration tool.

How can I add a project and where is the data saved in box? The project can be added under the configuration tab and the data is saved to the root folder of your chosen path when the project is configured.

Can I add files to box in order to sync them to Procore right after adding the project to integration?

Once you have added a project to integration, you will need to wait for the initial sync to be completed. Initial sync can take a few minutes (Normally 5-10 minutes, depending on the number of folder structures in your Procore Project. If the project size is big it can take up to 24-48 hours). Once the initial sync is completed then you can add the data to either side to sync across. You will receive an email notification (screenshot below) once the initial sync is completed for that particular added project. (Please refer to the example screenshot below where we used the Project with the name Working Project 789).

Can multiple people within the same company use the integration?

Yes, we do not restrict the number of users, once we sync the data into a box all of your box users can have access to the data as long as they have access to the added projects/sites. You can control different levels of access within box. Only the administrator needs to login to SyncEzy. You can now also invite users with varying permission levels from within the My Account menu in your SyncEzy integration portal account. Please refer to the below point.

Can I add users to my SyncEzy account?

The Owner account responsible for hosting integration has the ability to add and invite users, granting them different levels of permissions as needed. This allows for greater flexibility and control over user access within the integration.

Can I change the Folder structure in box?

Yes, you can change the folder structure inside a Project. Please ensure that you are not renaming or moving any of the top-level folders in box. This includes the project path folders and the documents/photos folders inside the root path folder. In box, folders/files inside the Documents and Photos folders can be edited/deleted/added etc. Please do not move any of the top level folders to a new location. Also, please do not rename the top-level folders or add any folders/files outside the Documents/Photos folders.

I connected both of my accounts but I can’t see any files in box?

Within about 5 - 10 minutes of connecting, our system will create folders called Documents and Photos within the parent folder selected.

If you’ve just connected Procore it can take up to 24 hours for the initial sync to complete. You should start seeing data in the Procore folder within 15 minutes.

Going forward, ongoing syncs happen every minute.

Technical Details - Regular Sync

How often does the sync run?

The sync runs every minute and is triggered when any changes are made to the documents folder in box.  Depending on the size of the file and number of files being changed it can take anywhere from a minute to a 5 minutes to sync for hundreds of files added.

What if I already have a box folder for the project?

In order to maintain the integrity of the sync, we have to start the integration from scratch in an empty folder in box. Once the initial sync is complete and the data structure is created in box, you can move your existing data from the existing folders into the synced folders created by SyncEzy.

Can I see who modified or added the files in Procore or box?

When you authenticate/connect your Procore and box accounts, this will determine what name/details are shown in files/folders in each application. 

 

So for example, if you authenticate Procore and box with your own account it will work as follows:

 

1) whoever adds a file/folder to Procore, it will show their username/details on that file or folder in Procore, however when it is synced to box, it will show with the details/username of whoever authenticated box (in this example, your account) in the SyncEzy portal.

 

2) It works the same the other direction, whomever adds a file/folder to box it will show in box with that user's name/details however when it is synced back to Procore it will show the user’s name/details of the account who authenticated Procore in the SyncEzy portal.


We recommend you setup a service email account with a generic name if you wish to avoid using your name when the integration makes changes. You could setup an email called procore@yourcompany.com or another alias and use this account to connect Procore and box to easily identify what changes our integration has made.

Is it possible to sync an inactive project?

If the project is inactive in Procore, you will not be able to add that project to our integration configuration as it will not appear in the project dropdown list. However if an active project was added to the configuration but later the project becomes inactive in this case the sync should work as usual. All the functionalities will work fine.

Can I also sync company level documents?

Yes, it is possible to sync only company level documents with this integration. The Configuration tab is where you will need to select the company and select the location in box you want to sync it to.

1. Click on the "Add Company Documents to Sync" button

2. In the window that pops up, choose your Procore company first

3. On the right hand side, select your drive.

4. Select the location folder where you would like to sync your company level documents 

Please note that if you check the 'Create a Sub Folder with Procore Project Name' option, it will create two subfolders: one with your company name and another named 'Company Documents' within the root folder you've chosen for syncing your company documents."

What if I want only certain folders or files synced from box or Procore?

This sort of custom integration is currently not possible in the standard product. We may be able to do some limited customizations to meet your requirements. This will be at an additional cost as it deviates from our standard integration product.

Are there any limits to how much data can be synced?

There are no technical limits to the amount of data that can be synced. We have synced individual projects with over 50,000 files each and over 200 GB of data per project. Our standard plan comes with some fair use limits detailed in your proposal which can be extended upon request and special pricing.

The only hard limit we have is for individual files to be less than 955 MB. Typically this would be data like large laser scans (point cloud) of buildings, large drone video captures and special purpose files. We do not have any file type restrictions. We can  sync and support all file types and data types.

We do not stop syncing the files just because the limit has been reached, this will only ever be done after consultation with you.  You do not have to worry about the sync stopping once the limits are reached.

What if I need to change the box Account?

How quickly does the data sync? What is your sync speed?

We sync data every 1 minute after edits or changes in box or Procore.  The time to move the files can depend on the size of the file and number of files edited. In 99% of cases, this happens within a few minutes. The sync speeds and data per day is approx and subject to file sizes they are syncing.

We do not throttle data transfer speeds from our end, we are only limited by box or Procore limits.  In most cases this is done every minute for hundreds of files at once. Initially, once the projects are connected, the first download can take from 4 to 48 hours depending on the amount of data in Procore. Once the initial sync is complete every future sync happens automatically, every minute, whenever a file change is detected in either system.

Can I rename my files in box?

Service account - Introduction and benefits

Service accounts are usually created specifically for a particular service or application and are granted only the permissions necessary for that service to function properly. They are often used to access other resources such as databases, APIs, file systems, or other services that the application or service needs to interact with. Basically, we use a service account to differentiate the user activity in a particular application.

Why use a service account to connect the integration applications?

We highly recommend you setup a service email account with a generic name if you wish to avoid using your name on folders/files when the integration syncs folder/file changes to the opposite application. You could setup an account in Procore with an email called procore@yourcompany.com for example and use this account to connect Procore and box in your integration. This will ensure you can easily identify what synced changes our integration has made. Please ensure any new service accounts you setup have full admin permissions on the Documents and Photos for all projects you want to sync in Procore and also full read/write permissions on the applicable box account.

There are several reasons why you might want to use service accounts in your computing environment:

Security: By using service accounts, you can limit the permissions granted to individual applications or services, which helps to reduce the risk of security breaches. Because service accounts are typically used for automated processes, they do not require interactive login sessions or access to sensitive information that humans would normally need, such as passwords or other confidential data.

Accountability: When you use service accounts, you can track the actions of individual services or applications, making it easier to identify which system or service is responsible for particular actions or changes within your environment.

Centralization: By using service accounts, you can centralize the management of access and permissions across multiple applications or services, making it easier to ensure that each application has the appropriate level of access and reducing the complexity of managing permissions across your computing environment.

Best practices around the integration

Make sure your team does not change the first three levels of folders in the box Folders.

Why my files/folders are showing as unsynced in File Manager?

The possible reasons for file being shown as unsynced are as below.

1. If you have changed the top level folder name as explained in above section

2. If you have deleted the files/folders from either Procore or box

3.If you have moved the files/folders to a different project

Are there any file formats that the integration does not support?

We offer compatibility with a wide range of essential file formats. Nevertheless, it's important to note that Procore and box may impose certain restrictions on specific file formats, preventing their use. This can be checked on their website. Most of the file types are supported by Procore documents tool. To know more about viewing file online in Procore, please click here. 

However for box, If your file type is not supported, it means that the file cannot be converted to a Google Doc, and cannot be viewed in Google Doc viewer. However, unsupported files can be stored in box in their original format, and opened using a third-party extension or local application.

How does your pricing work?