SharePoint
How to Utilize 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 ...
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 ...
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, ...
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 You may need to change application(s) credentials if an existing user has been archived or due to change of password .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 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 Sync ...
Creating a Service account in Procore with the right permissions.
Step-by-step Guide: Creating a Service Account And Selecting the right permissions in Procore. Made by Support Team SyncEzy with Scribe 1. Go to Procore and add a new users. 2. Enter the relevant details here, use SyncEzy in the name so it will make ...
Project Sync: Essential Project Permissions for Smooth Operations
What project permissions are required to sync a project from Procore? To sync projects we just need the authenticated user to have Admin access to a few particular tools (Highlighted below) on the projects. It includes an Admin tool as well as ...
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: Reason 1 Please ensure that you are not renaming or moving any of the top-level folders in ...
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. Best Practice 1 Please ensure that you are ...
Procore to SharePoint Integration Overview
Summary This guide will give a detailed overview of the Procore SharePoint integration dashboard and reporting tools available. Dashboard The dashboard tab gives you detailed information on your added projects. For example, project names, size, and ...
Procore to SharePoint 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 SharePoint integration Please also visit our ...