SharePoint
SyncEzy’s Procore-SharePoint Integration: Security & Access Control Guide
At SyncEzy, we understand that security is a top priority when integrating business-critical applications. One common concern is the level of access required by our Procore-SharePoint integration and how we mitigate risks while maintaining seamless ...
Procore Submittals Sync with SharePoint: How It Works and How to Use It
Introducing the Procore Submittals Sync with SharePoint! The Procore Submittals Tool Sync allows for a one-way sync of submittals from Procore to SharePoint. This feature automatically transfers submittal files as PDFs, ensuring that SharePoint ...
Procore RFIs Sync with SharePoint: How It Works and How to Use It
Introduction to the RFIs Sync Feature : The Procore RFIs Tool Sync with SharePoint allows for the automatic synchronization of Requests for Information (RFIs) from Procore to SharePoint in a one-way sync. This ensures that your SharePoint repository ...
Procore Drawings Sync with SharePoint: How It Works and How to Use It
Introduction to the Drawings Sync Feature We are excited to introduce the Procore Drawings Tool Sync with SharePoint! This new feature allows you to automatically sync your project drawings without markups from Procore to SharePoint in a one-way ...
Company Document Folder Sync – One-Way Sync from SharePoint to Procore
Overview The Company Document Folder Sync feature allows users to set up a one-way synchronization from SharePoint to Procore. This integration ensures that all selected company documents in SharePoint are automatically synced to the corresponding ...
Essential SharePoint Permissions for Seamless SyncEzy Integration
SharePoint Permissions for SyncEzy Integration Overview : This document outlines the essential SharePoint site permissions required for SyncEzy integration, along with the reasons for requesting these permissions. It also provides guidance on ...
Project Sync: Essential Permissions in SharePoint to Get Started
Essential SharePoint site permissions for syncing In SharePoint, permissions are crucial and have been consistent across various site types, including Office 365 Group Sites and Communication Sites. The concept is straightforward, with each site ...
Integrating Multiple SharePoint Sites with a Single Procore Environment
Introduction : Integrating SharePoint with Procore allows for seamless document management and collaboration. One common question we receive is whether it's possible to integrate multiple SharePoint sites with a single Procore environment. The answer ...
Delete Confirmation Feature in Procore-SharePoint Integration
Overview The Delete Confirmation feature is an essential tool for managing deletions between Procore and SharePoint. When activated, it provides users with a convenient and secure way to review and confirm file deletions, ensuring that no critical ...
How the Procore SharePoint Integration Handles the Sync of Large Files
Introduction The Procore SharePoint integration is designed to offer seamless synchronization for a wide range of documents and data. However, when dealing with files that exceed 955 MB in size, a specific protocol is followed to maintain optimal ...
How to Use the Sync Delete Feature in the Procore Sharepoint Integration
Sync Delete option is pivotal for maintaining data consistency and preventing accidental loss of important documents. Here's a comprehensive guide on how to use this feature effectively: Enabling Sync Deletes The Sync Delete feature facilitates the ...
Company Documents Sync: Essential Permissions for Smooth Operations
What permissions are required to sync company documents from Procore? To sync company documents we just need the authenticated user to have admin access on company level documents and Admin level (Highlighted below) on the company. If you are using a ...
How can I add more tools to an already syncing project?
How can I add more tools to an already syncing project? With the Procore to SharePoint Integration, you now have the power to add tools to existing syncing projects effortlessly. Here's what you need to know: Adding Tools: You can easily add extra ...
Creating a Service account in SharePoint with the right permissions.
Step-by-step Guide: Creating a Service Account And Selecting the right permissions in SharePoint 1. Login to your SharePoint administrator account and then click on Add User on the Home page. 2. Fill the basic required details and then click on Next. ...
Common issues and resolutions for Procore to Cloud storage integrations
Common issues and resolutions for Procore to SharePoint/Google Drive/Dropbox Error 1. App is not connected to this company/ Procore Error : Procore root folder not found You may encounter these errors while configuring a new project or when checking ...
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 ...
How to change the parent folder location for a project in SharePoint?
How to change the parent folder location for a project in SharePoint? Regrettably, altering the parent folder location in SharePoint for an actively syncing project is currently not feasible. Any attempt to move, rename, or delete a parent or path ...
How to use the File Manager menu to check your data syncing?
How to use the File Manager menu to check your data syncing? The "File Manager" tab offers a comprehensive view of files in both Procore and SharePoint, allowing easy navigation and management. Here is an overview of the File Manager menu, based on ...
How to reauthenticate Procore with a new or service user?
How to reauthenticate Procore with a new or service user? You may need to change application(s) credentials if an existing user has been archived or due to change of password . Or it may be, that you would like to use service accounts for your ...
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 ...
How to add Company Documents to the sync?
How to add Company Documents to the sync? Yes, it is possible to sync only company level documents with this integration. The Configuration tab is where you will need to select the company and select the location in SharePoint you want to sync it to. ...
How to add a project to sync?
How to add a Project to the Sync? The Configuration tab is where you will add your projects from Procore and select the location in SharePoint you want to sync it to. We have three methods to configure the projects. 1. Classic 2. Auto Sync 3. Folder ...
Project Sync: Essential Project Permissions in Procore to Get Started
Project Sync: Essential Project Permissions Required in Procore to Set-up your SyncEzy Account & Integrations To sync projects, the user credentials used to connect your Procore account in your SyncEzy integration need to have access to all the tools ...
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 ...
How to reauthenticate your integration applications with new accounts, without breaking your project sync
Summary This guide will provide you with detailed information on changing the authenticated applications email/account in your SyncEzy Integration. Is it possible? Yes, it is possible to change the application credentials in a live integration. Also, ...
Project Folder/File Sync Best Practices for Administrators
Project Folder/File Sync Best Practices for Administrators There are five main reasons why folders/files will not sync from one application to the other: Avoid Renaming or Moving Top-Level Folders Please ensure that you are not renaming or moving any ...
Project Folder/File Sync Best Practices for End Users
Project Folder/File Sync Best Practices for End Users Please use the following guidelines to ensure best practices around syncing folders/files for your Procore projects to SharePoint and back to Procore. Maintain Top-Level Folder Integrity Please ...
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 SharePoint Two-way Integration: Set-up your SyncEzy Account & 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 SharePoint integration Please also visit our ...