Procore to Google Drive (Two-way) Integration Overview

Procore to Google Drive (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 Google Drive 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.

GoogleDrive-Username

This is the email associated with the Google Drive account you connected.

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.

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 Google Drive. If you delete a file from Google Drive, 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.

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 SharePoint, the deletion of 25 files only will be synced back to Procore. This means those 25 files only will be deleted from both the 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.

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 related to the Procore to Google Drive 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.

Configuration





The Configuration tab is where you will add your projects from Procore and select the location in Google Drive you want to sync it to. This screen will also appear first when you connect both your Procore and Google Drive accounts. Once the location is selected the integration will automatically create a folder with the project name within the selected location and start syncing the data.

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, and then selected the location where you wish to sync.
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.

File Manager



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

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 Google Drive 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 Google Drive 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 Google Drive side will be grey.

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 Integration.

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 Google Drive 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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