Procore to Dropbox Integration Overview

Procore to Dropbox Integration Overview




Summary

This guide will give a detailed overview of every section and tab that you can find in your Procore to Dropbox integration. This is applicable for both one-way and two-way syncs.

Details




SyncEzy-Email

This is the email you signed up with to access the integration portal on integrations.syncezy.com

Procore-Username

This is the email associated with the Procore account you connected.

Dropbox-Username

This is the email associated with the Dropbox account you connected.

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 Dropbox. If you delete a file from Dropbox, 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.

Integration Name

This setting is to give a custom name to your integration.  Click on the pencil icon to edit and click save when you are done. You can enter 70 characters maximum.

Notification Email

Enabling this option will send you an email to the SyncEzy-Email about the sync status. Click on the pencil icon to edit the email and click save when you are done.

Data View

In the Data view tab, you can view data tables related to the Procore to Dropbox sync. You can also export them as an Excel spreadsheet.



Sync Status

In this tab, you can view the sync status - success or failure. The sync runs everyday and you will be able to see when it starts and when it completes.



File Manager

Under the File Manager tab, you can view your files in both Procore and SharePoint.

Here is an overview of the File Manager menu, based on the screenshot below.

1 - This is a dropdown list of all the projects you configured and added to the integration.
2 - Select whether you want to view Documents or Photos and press Search to load the results.
3 - This is a link that will take you directly to the Project URL in Procore.
4 - This is a link that will take you directly to the SharePoint location you associated with the Procore project.
5 - Clicking this option will sync ALL child folders and files in the entire project. Use this option only as a backup if the integration has failed to sync the files/folders and you need them urgently.
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, step 5 will do this for you.
7 - The left side is a list and count of all files and folders in the Procore Project.
8 - The right side is a list and count of all files and folders in the Dropbox location.
9 - 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 grey.





Error Logs

This tab will allow you to view any errors that occurred during the sync. Simply select the project and it will display a log of errors below. Nothing will be displayed if there are no errors.




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 first when you connect both your Procore and Dropbox accounts.

Here's how it works:

1. Click on the "Add New" 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. Click Add New again if you wish to add more projects.
6. Click Save Changes and page will reload. Your sync should start momentarily after.




Root Folder

The Root Folder tab is simply to rename the folder where are all your Procore projects are being synced. You can change this anytime after adding and syncing your first project.





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.

FAQ

The FAQ button will link 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


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