Procore to Microsoft Teams integration FAQs

Procore to Microsoft Teams integration FAQs



About the Procore to Microsoft Teams integration

This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com
Please also visit our Integration Menu Overview article to learn more about each and every menu of this integration.

Technical Details - Initial Setup

Where do I login to change settings / setup the integration?

Login link to the SyncEzy integrations portal: integrations.syncezy.com

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

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 MS  and vice versa.

Can I choose which Procore projects to sync to MS Teams?

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 MS Teams account. Or have multiple app subscriptions and connect them to different MS Teams accounts.


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 MS Teams all of your MS Teams 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 MS Teams. 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.
To understand this better, please  visit our SyncEzy Portal Overview  guide.


What can be synced from SharePoint to Procore?

Currently, we can sync two tools from SharePoint to MS Teams.
  1. The documents tool 
  2. The photo tools



Where is the data saved in MS Teams?

The data is saved to the root folder of your chosen path when the project was configured.

Can multiple people use the integration?

Yes, we do not restrict the number of users, once we sync the data into a SharePoint all of your MS Teams users can have access to the data. You can control different levels of access within MS Teams. Only the administrator needs to login to SyncEzy.

Can I change the Folder structure in MS Teams?

Yes, you can change the folder structure inside a Project. At this stage, you cannot change the first three levels of the folder structure.

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

Immediately upon connecting, our system will create a new folder called syncezy.procore.com or Procore in your MS Teams home folder.

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 30 minutes.

Technical Details - Regular Sync


Can I rename file names when they are in my MS Teams account or Procore?

Yes, you can rename the file within your MS Teams account. When you rename it, it will update in Procore in the next 5 minutes.

How often does the sync run?

The sync runs every 30 minutes and is triggered when any changes are made to the documents folder in MS Teams.

What if I already have a MS Teams folder for the project?

In order to maintain the integrity of the sync, we have to start the integration from scratch in a new top level folder in MS Teams. Once the initial sync is complete and the data structure is created in MS Teams, you can move your existing data from the existing folders into the syncezy.procore.com folders created by SyncEzy.

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

When you authenticate/connect your Procore and MS Teams accounts, this will determine what name/details are shown in files/folders in each application. 
 
So for example, if you authenticate Procore and MS Teams 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 MS Teams, it will show with the details/username of whoever authenticated MS Teams (in this example, your account) in the SyncEzy portal.
 
2) It works the same in the other direction, whoever adds a file/folder to MS Teams it will show in MS Teams 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 MS Teams to easily identify what changes our integration has made.

Why use a service account to connect the integration?

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.

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 MS Teamsto 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 tools for all projects you want to sync in Procore.

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.

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

This sort of custom integration is currently not possible in the standard product. We may be able to do some limited customisations 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 50 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 1GB. 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 MS Teams Account?

We currently do not support that for a live sync. You will need to reset or delete the configuration and start from scratch again.

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

We sync data every 30 minutes after edits or changes in MS Teams.  The time to move the files can depend on the size of the file and number of files edited. In 98% of cases, this happens within a few minutes.

We do not throttle data transfer speeds from our end, we are only limited by MS Teams or Procore limits.  In most cases this is done every 5 minutes 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 five minutes, whenever a file change is detected in either system.

Can I rename my files in MS Teams?

Yes, the sync will rename the second system for you.

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 MS Teams 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 tools for all projects you want to sync in Procore and also full read/write permissions on the applicable MS Teams 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


Do not have any trailing spaces at the end of folders or project names

MS Teams(Windows) does not handle Document library names well with spaces at the end of the name. Procore allows trailing spaces at the end of Album names in their Photos tool.
Also, Sharepoint does not accept the following special characters in file names:

Hash(#),percentage(%),star(*),colon(:),angular brackets(<>),question mark(?),slash(/), vertical pipe(|). Full stop/period (.) is permitted within the filename however full stops/periods are not permitted at the end of a file name.
Please avoid naming your Procore files and folders with these characters to avoid errors in the integration. 


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

Level one Folder Name: MS Teams
Level 2: The project name
Level 3: The name of the tool, for example Documents, Photos etc.

Do not rename the name of the top-level project name in Procore

This will create a new top-level folder inside MS Teams. The files will need to be synced again.
Note: if you need to delete a large number of files
If you need to delete a large number of files from both systems, do it manually from both systems.  This is because as a safety mechanism, SyncEzy has a delete limit for the maximum number of files that can be deleted through the sync in any 24-hour period.

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).

Can I buy additional space? I’m getting an out of space error?

Yes this will be based on your MS Teams account. Please contact your organization's MS Teams account admin for details. We do not have space restrictions for the integration.

Some of my folders look different or have not been synced?

This can occasionally happen when the delete limit has been reached, due to somebody manually deleting a large number of files or a top level folder from one of the systems, and the corresponding data isn’t deleted from the second system. In these cases, reach out to support and we will assist you. 

Pricing / Accounts / SyncEzy-related questions


How does your pricing work?

Please contact us for pricing. Pricing is based on the number of Projects and amount of data synced.

Does SyncEzy keep a copy of my data stored?

Your data is only stored on your Procore account and in your MS Teams account. SyncEzy is only the conduit and does not store any of your organisation's project data files. We only store relevant metadata (file names, folder names and folder paths, sync time, modified time etc) as required for us to manage the integration and syncing the files. 

Your files are transferred through our servers for only as long as it takes to pass them from one system to the other. Once the transfer is complete the actual files are automatically deleted. We only store the metadata and the file paths.
This is why if you have any technical issues our support team may ask you to add support@syncezy.com to the project documents folder so we can review the data.  We do not have access to any of your tools or login to your Procore.

Where is SyncEzy hosted?

Our application and the metadata that we store is hosted securely with Amazon Web Services (AWS). This is the same back end infrastructure system that Procore uses.

Do the files transferred into cloud storage count towards my cloud storage account storage limits?

Yes, all files & folders synced across will count towards your file storage limits. 

How long does it take to transfer my files across?

The integration syncs every 30 minutes as long as the MS Teams file or folder has been edited and saved. 

What triggers the files being transferred?

Any changes made to the files or folders will trigger a sync. For example, renaming the file, opening the Word document and saving it,  revising it in Procore, editing a document in MS Teams, deleting the document in either system. All of these changes will trigger the sync, and the older file in either system will be replaced with the current / latest version of the file.

Where do I go to check the settings and billing details on my cloud storage integration?

You can view your settings configurations and any billing details by going to the SyncEzy Portal here. In the Portal, navigate to Plan Details to see billing details. Contact support to make changes or cancel your service.

Is there a limit on how many files can be synced in an hour? 

There are no limits from our side. On the Procore end, there is a hard limit of 3600 API calls per hour. On average, every single file takes about 4 API calls. Based on this, and depending on the speed of the data connection, we have a hard limit of 900 files that can be synced in one hour.

Most of the time we are only running an incremental sync of what has been changed in the last five minutes, which is far fewer files than 900. So on a day-to-day basis you should see all of your interactions sync automatically every five minutes.

What tools can be integrated from Procore to MS Teams? 

Currently we can sync Procore Project Documents, Photos & Daily Log / Site Diary.  We also plan to add additional modules to the sync like Drawings, Models, RFI and more. If you have any specific requirements regarding data extraction or having to sync specific tools from Procore, please reach out to our support team and we will do our best to help.

Other questions

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



Have you done this before and what about security of data?

Yes we have, we have been building integrations for the last eight years with over 50 integrations built across various systems. All our communication between systems is fully-encrypted.  We do not store your actual data and files on our servers, we only store the IDs / names / and meta data of the records and some minimum information for logging and troubleshooting.  

What if I need to use a different cloud storage system other than MS Teams?

Reach out to us at support@syncezy.com. We are always looking to build more integrations. Chances are that we already have something in our plans.

What if I use a different project management system?

We have worked with a variety of job and project management systems in the past, including Aconnex, simPRO, ServiceM8, Aroflo and more. If you would like the data to go into a different job management system reach out to us and we’ll do the best to help.

What if I use a different cloud storage system?

We have worked with a variety of cloud storage systems in building integrations including MS Teams, Google Drive, OneDrive, Dropbox, SharePoint and more. If you would like a different system integrated with Procore, reach out to us and we’ll do the best to help.

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