About this webinar
The SyncEzy Procore to Box integration removes the manual work between your project management platform and your document management system. Documents and photos sync both ways, and RFIs, submittals and drawings flow from Procore into Box as PDFs, so your site team works in Procore, your office team works in Box, and both see the same current files without anyone downloading and re-uploading in between.
Version control is where most document risk lives: A site crew working from last week’s download while the office has issued a newer revision. And finance leads, admins and subcontractors need visibility of what’s been issued without everyone holding a Procore licence. When the two systems mirror each other automatically, everyone works from one source of truth, and Box doubles as a live backup of your Procore documents for audit and compliance.
This live demo walks through the integration end to end: how the sync works, how it’s configured, and how it removes the daily ritual of moving files between systems by hand. You’ll hear from our SyncEzy implementation team, with time to put your own setup questions to the people who build and configure the integration.
What we’ll walk through:
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Two-way document and photo sync, with your Procore folder structure mirrored in Box.
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RFIs, submittals and drawings into Box as PDFs: read-only visibility without a Procore licence.
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Three sync modes per project: full project, documents-only, or selected folders.
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Permissions managed natively in each platform, and SOC 2 Type II certification for your IT review.
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Setup and go-live: pairing projects to Box folders, the initial sync, and admin visibility of sync status.
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Live Q&A: your folder structure, multi-project and rollout questions.
Who should attend:
Project managers, document controllers, IT directors, operations and finance leaders running Procore and Box. Especially if your team is moving files between the two systems by hand.
Speakers
Mark
Implementation Specialist
SyncEzy