Yes, you can change the folder structure ONLY inside a Project. At this stage, you cannot change the first three levels of the folder structure. Changing this structure will break the sync.
I connected both of my accounts but I can’t see any files in SharePoint?
Immediately upon connecting, our system will create a documents and photos folder in your chosen location in SharePoint. Once the one way sync is complete, all future two way syncs trigger every minute.
If you’ve just connected Procore it can take a few minutes for the initial sync to complete. You should start seeing data in the Procore folder within 15 minutes.
Going forward, ongoing syncs happen every 1 minute.
Technical Details - Regular Sync
Can I rename file names when they are in my SharePoint account or Procore?
Yes, you can rename the file within your SharePoint 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 1 minute and is triggered when any changes are made to the documents folder in SharePoint.
Can I see who modified or added the files in Procore or Sharepoint?
When you authenticate/connect your Procore and SharePoint accounts, this will determine what name/details are shown in files/folders in each application.
So for example, if you authenticate Procore and SharePoint with your own account it will work as follows:
1) Whomever 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 SharePoint, it will show with the details/username of whomever authenticated SharePoint (in this example, your account) in the SyncEzy portal.
2) It works the same the other direction, whomever adds a file/folder to SharePoint it will show in SharePoint 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.
What if I already have a SharePoint 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 SharePoint. Once the initial sync is complete and the data structure is created in SharePoint, you can move your existing data from the existing folders into the syncezy.procore.com folders created by SyncEzy.
What if I want only certain folders or files synced from SharePoint 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 SharePoint 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 SharePoint. 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 SharePoint 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 SharePoint?
Yes, the sync will rename the second system for you.
SharePoint (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.
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.