Procore to box Integration Overview
Summary
This guide will give a detailed overview of the Procore box integration dashboard and reporting tools available.
Dashboard
The dashboard tab gives you detailed information on your added projects. For example, project names, size, and logged activities. It also shows you how much data has been synced and how much data has been deleted from the sync. To know this you can simply click on the details button (highlighted above) and filter the dates to see the data.
The Dashboard tab also shows the File changes Sync Speed as shown in webhook table above).
Actions:
In this section, you will see a list of added projects and their size of synced data on the right.
Active Projects:
In this section, you will find all of your active projects, their IDs, and last synced time.
Details
1. Procore-Username
This is the email associated with the Procore account you connected.
2. Box-Username
This is the email associated with the box account you connected.
3. SyncEzy-Email
This is the email you signed up with to access the integration portal on integrations.syncezy.com
4. Plan Details:
The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.
Customer Name: This is the name you signed up with on the integrations portal.
Customer Email: This is the email you signed up with on the integrations portal
Plan Name: This will always be Procore Google Drive Two Way.
Plan Code: This is the code we use internally and it is related to the plan name.
Plan Price: This will show the amount you paid for the integration, depending on the plan tier and how long you have chosen to subscribe for.
Interval of Subscription and Interval - unit of subscription: These two fields are related and specify how many months or years you have opted to subscribe for.
Next Bill Date: This field specifies the next date you will be billed for the subscription.
Subscription ID and Subscription Number: These two fields are the references to your subscription. If you have any issues with your subscription, you can give either of these to SyncEzy's support team to help you check.
Configuration
The Configuration tab is where you will add your projects and Company Documents from Procore and select the location in box you want to sync it to. Users can also view the list of projects that are actively syncing through this integration.
- Add project to sync : To add projects using one of configuration option available, use this button. User can add projects in three ways. Please refer to this article on how to add project to sync
- Add Company Documents to sync : To add Company documents to sync via this integration, use this button. Please refer to this article on how to add Company Documents to sync
- Configurations: List of actively syncing projects.
- Click on Delete button to remove the project from syncing (disconnect project from sync). It will not delete any data from any app , it will just remove project from sync.
File Manager
The "File Manager" tab offers a comprehensive view of files in both Procore and box, allowing easy navigation and management.
Here is an overview of the File Manager menu, based on the screenshot above.
1 - Select whether you wish to view files/folders for your projects or Company level documents
2 - This is a dropdown list of all the projects/companies (for company-level documents) you configured and added to the integration.
3 - Select whether you want to view Documents, Photos, RFIs Drawings, Forms, Observations Inspection , Incident or Submittals, and then press Search to load the results. (This is applicable for the projects only, as for company-level documents there is no Photos, RFIs tool)
4- Click the button to show Procore and Dropbox side view selecting project and tools.
5 - This link provides direct access to the Dropbox location where syncing folders and files for the current navigated level are stored.
6 - This button will allow you to sync ONLY the files and folders in the navigated level. Child and parent files/folders will not sync when this is pressed.
7 - This link provides direct access to the Procore location where syncing folders and files for the current navigated level are stored.
8 - The right side is a list and count of all files and folders in the Dropbox location.
9 - The left side is a list and count of all files and folders in the Procore Project.
10 - The green tick marks indicate that the files/folders are synced and matching between both systems. If it is not matching or synced, it will appear with a red cross and the text in either the Procore or Dropbox side will be greyed out.
Data View
The Data View tab is all of the data SyncEzy has stored historically from a compliance perspective and you can export into an excel spreadsheet if required. The integration is programmed to alert your admin(s) of any pertinent actions needed to be taken if there's ever an issue created by an end user so you will not need to be searching in the reporting on a daily basis. If you have questions on any of these reports as they are developer-friendly for referencing, please use the 24/5 icon and start a chat with a Tech Specialist from our Support Team for clarification. You can screenshare with our Tech Specialists to walk them through any questions you may have as well in your Procore or box accounts regarding end user activities, etc.
Settings
1. Integration Name
This setting is to give a custom name to your integration. Click on the Edit icon to edit and click save when you are done. You can enter 70 characters maximum.
2. Notification email
Enabling this option will send you an email to the SyncEzy-Email about the sync status. Add emails in the text box below it to receive notifications. Maximum 5 emails can be added. Separate each email with a comma, like: mail@example.com, mail2@example.com.
3. 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.
- Configuration Method Controls: Provides options to enable or disable specific methods for adding projects to the sync.
4. 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
5. Special Characters
The Procore-box sync does not allow special characters in the naming. Enabling this option allows us to replace these Special Characters in the Procore Photos tool Album names from # % * : < > ? / \ | ~ " to Hyphen '-'. You may face errors while syncing if you add any of these special characters in Procore or box and if this option is disabled. This feature works for the Photos tool only as Procore itself cleans up the special characters for the Documents tool whereas in the Photos tool, they allow special characters.
6. Sync Deletes
Enabling this option will allow you to delete files from both systems if you delete it from one. If you delete a file from Procore, it will delete it from box. If you delete a file from box, it will delete it from Procore. If this option is disabled, deleted files will not be synced and you will have to manually remove it from the other system. You can of course increase or decrease the limit. Once the limit is hit, the sync will not delete any more files and the sync will email the administrator with the path of the files not deleted. The Sync deletes limit will reset after 24 hours. (Please note that the 24-hour deletion limit reset is based on the file deletion time, which means the 24-hour starts from the time you have deleted the file). The important thing to note is that, currently this feature works within the "Documents" tool only. For "Photos" tool you will need to manually delete the files from both sides.
Please note: For example, if this feature is enabled and your sync delete limit is set to 25 in 24 hours and you have deleted 100 files from box, the deletion of 25 files only will be synced back to Procore. This means those 25 files only will be deleted from both applications (you are syncing your deletes). However, the deletion of the remaining 75 files will remain unsynced in Procore unless those files are deleted manually from Procore. These 75 files will be shown as unsynced when you check the File Manager in your SyncEzy Integration Portal. To avoid this we recommend you to increase the Sync Delete limit to 10000 or more. The deletion limit can be changed in the Details menu.
Please refer to this article for detailed information
Sync Status
You can view the sync status in this tab - success or failure. The sync runs every day and you will be able to see when it starts and when it completes.
Knowledge Base
By clicking on this tab user will be redirected to FAQ article for Procore Box Integration. Here is that link for reference
Have a support question?
We offer three support channels:
Chat - Live Chat (24x5 support) from within your integration portal.
Phone - #1 for Support
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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