Benefits & Steps to Create Service User Credentials for your SyncEzy Integration between Procore and SharePoint
See our articles linked for step-by-step instructions on how to set up a service user credential with the right permissions in Procore and SharePoint respectively to quickly get this step done and syncing! Please do not hesitate to contact support if you have any questions.
Why use a service account to connect the integration applications?
We highly recommend you set up a service email account with a generic name if you wish to avoid using your individual account name on folders/files when the integration syncs folder/file changes to the opposite application. You could set up a user in Procore and SharePoint with an email called syncezy@yourcompany.com for example and use this account to connect Procore and SharePoint in your integration. This will ensure you can easily identify what synced changes our integration has made. Please ensure any new service accounts you set up have full admin permissions on the Documents, Photos, and RFIs tools for all projects you want to sync in Procore and also full read/write permissions on the applicable SharePoint account/sites.
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. 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.
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
Email - support@syncezy.com
Related Articles
Procore to SharePoint Integration Overview
Summary This guide will give a detailed overview of the Procore SharePoint integration dashboard and reporting tools available. Getting Started Make sure you have the correct user credential permissions in Procore and SharePoint to setup up your ...Procore to Dropbox 2-way integration FAQs
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 About the Procore to Dropbox integration Please also visit our Integration ...Procore to SharePoint 2-way integration feature updates 2023
Procore to SharePoint Integration Feature Updates Greetings from SyncEzy, We are excited to share with you an overview of feature updates for your Procore to SharePoint 2-way integration. These integration feature updates are designed to ensure you ...Procore to SharePoint Two-way Integration: Set-up your SyncEzy Account & FAQs
Setting up your SyncEzy Trial or Customer Integration Account to sync between Procore and SharePoint Before you attempt to connect your company's Procore and SharePoint in your SyncEzy integration portal, please review the following articles linked ...How to reauthenticate SharePoint with a new or service user?
How to reauthenticate SharePoint with a new or service user? You may need to change application(s) credentials if an existing user has been archived or due to a change of password. Or it may be, that you would like to use service accounts for your ...