Procore to Business Dropbox (Two Way) Integration Overview
Summary
This guide will give a detailed overview of every section and tab that you can find in your Procore to Business Dropbox integration.
Dashboard
Dashboard tab gives you a overview of information on your added projects. For example, Projects Names, Size and logged activities.
1. Project Storage Usage:
Displays a pie chart illustrating the storage size distribution across your actively syncing projects.
2. Total Data Transferred
Shows the grand total of data transferred across all active projects,
3. Total Data Deleted
the total volume of data deleted via the system for these projects.
4. Average file sync speed :
It shows approximate file sync speed for your integration. It also shows a list of webhooks processed overtime in a table.
5. Actions:
In this section you will see a list of added projects and the size of synced data on the right.
6. Active Projects:
In this section you will find all of your active projects, their Id's and last synced time.
7. Logs
User activity logs, such as adding project, renaming a project , add / change settings etc.
Details
1. Procore-Username
This is the email associated with the Procore account you connected.
2. Dropbox-Username
This is the email associated with the Dropbox Business 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 Dropbox 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 from Procore and select the location in Dropbox you want to sync it to. This screen will also appear after you connect both your Procore and Dropbox accounts.
1. Add Project to Sync
Here's how it works:
1. Click on the "Add Project to Sync" button
2. Choose your Procore company first.
3. In the Procore Project box select the Procore project from the list.
4. In Project Tools, select whether you want to sync Documents, Photos, or both.
5. Please select the folder location in Dropbox where you wish to sync the data. (It is recommended to create a folder in Dropbox with the project name so it will be easy to identify the folder when selecting the location, as given in the screenshot below)
6. Select the location folder and click on Verify this location
5. Please select the folder location in Dropbox where you wish to sync the data. (It is recommended to create a folder in Dropbox with the project name so it will be easy to identify the folder when selecting the location, as given in the screenshot below)
6. Select the location folder and click on Verify this location
7. Click Add Project and page will show the details of your project under Configuration tab. Your sync should start momentarily after.
2. 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 Dropbox 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 the location folder where you would like to sync your company-level documents , ad click on Verify this location.
4. Click on Add Project to save configuration and start syncing.
File Manager
Under the File Manager tab, you can view your files in both Procore and Dropbox Business.
Here is an overview of the File Manager menu, based on the screenshot below
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 or Photos 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.
Settings
1. Integration Name
Use this setting to assign a custom name to your integration. Click the Edit button to edit the name, then click Save when finished. The name can be up to 70 characters long.
2. Notification Email
Enabling this option will send you an email to the SyncEzy-Email about the sync status. Click on the Edit button to edit the email and click save when you are done. You can add up to 5 email addresses separated by comma.
3. Rename Special Characters
Enabling this option will automatically change the special character from # % * : < > ? / \ | ~ to Hyphen (-) of your file/folders name as some applications do not support special characters. This feature works for the Photos tool only as Procore itself cleans up the special characters for Documents tool whereas in the Photos tool, they allow special characters.
4. Sync Deletes
When this option is enabled, file deletions are synchronized between both systems. Deleting a file in Procore will also delete it in Dropbox, and deleting a file in Dropbox will delete it in Procore.
If this option is disabled, deletions will not be synchronized. You will need to manually remove the file from the other system.
Important: This feature currently applies only to the Documents tool. Deletions made in the Photos tool are not synced and must be manually removed from both systems.
Data View
In the Data view tab, you can view data related to the Procore to Business Dropbox sync. You can also export them as an Excel spreadsheet.
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
The Knowledge base button will redirect you to the Procore to Dropbox Two-Way FAQ document.
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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