How to Perform Bulk File Operations in Procore Using the SyncEzy SharePoint Integration

At SyncEzy, we regularly hear from customers who use our Procore integration in creative and powerful ways. By syncing Procore data directly to the desktop via SharePoint and OneDrive, teams unlock the ability to work with familiar desktop tools like Excel, AutoCAD, Bluebeam, and more.

Recently, however, we encountered a particularly unique use case: a customer needed to bulk rename and reorganize a large volume of project files from an active Procore project. With hundreds of collaborators contributing documents over time, it’s no surprise that the Procore Documents tool can become disorganized. If you’re unsure how that happens—just take a look at your own desktop.

One of the most common pain points we hear from construction teams is the inability to rename multiple files at once inside Procore. While Procore offers powerful document control, its browser-based interface doesn’t support advanced batch file operations out of the box.

That’s where SyncEzy’s Procore–SharePoint two-way integration comes in. It offers a seamless solution—allowing users to manage, rename, and organize files locally, with changes syncing automatically back into Procore.

Here’s how it works.

Step 1: Sync Procore Files to SharePoint and Your Desktop

Our integration enables a real-time, two-way sync between Procore and Microsoft SharePoint. Once files are in SharePoint, you can leverage OneDrive to sync them locally to your desktop. This makes the files behave like any other folder on your computer.

Step 2: Use Desktop Tools for Bulk File Operations

With the files accessible locally, you can now use desktop software to perform bulk operations like renaming, organizing, or restructuring folders.

Here are some powerful tools you can use:

• Metamorphose: A free, open-source tool perfect for renaming thousands of files based on patterns, prefixes, or naming schemes.  > Highly recommended , Open Source and Free.  My personal favourite from the days we used to RIP Mp3 tracks from Audio CDs.

• Bulk Rename Utility: A popular choice for complex renaming logic.
• Advanced Renamer: Ideal for visual batch renaming with support for regular expressions.

Whether you’re adding project codes, removing typos, or reformatting file names for version control, these tools give you unmatched flexibility.

Step 3: Let the Integration Sync Changes Back to Procore

Once you’ve completed your file operations locally, the integration takes care of the rest. The renamed files sync automatically back to SharePoint, and from there, back into Procore—no need to manually upload or replace files one by one.

This is where the power of SyncEzy’s minute-by-minute sync cycle comes in. Changes you make locally are reflected in Procore within moments, keeping your documentation clean, organized, and up to date.

Use Case Spotlight: Fixing a Naming Disaster

We recently worked with a construction consultant whose architecture team had uploaded hundreds of files into Procore—unfortunately, with inconsistent and disorganized naming conventions. With the project nearing delivery, this became a critical issue: the client’s team was unwilling to accept the documentation in such a chaotic state.

To resolve this, the consultant used our Procore–SharePoint integration to sync all files locally. From there, they applied a consistent naming structure using the Metamorphose bulk renaming tool. Once updated, the renamed files synced seamlessly back to Procore—without the need to manually edit each one.

What could have taken days and weeks of tedious work was completed in a few hours.

Is This the Right Fit for You?

If you’re only looking to do a one-off bulk renaming job, our integration might be more than what you need. However, if you’re managing ongoing construction projects and need local access to Procore files for tools like Bluebeam, Autodesk, or Excel, then this solution offers long-term value.

Our integration is used daily by construction and engineering teams who rely on:

• Always-accessible local file copies
• Daily document versioning and backup
• Integration with other Microsoft 365 tools

Pricing is based on Annual Construction Volume (ACV), so reach out to get a quote tailored to your organization.

Summary

If you’ve ever wished you could rename a hundred Procore files in one go—now you can. With the SyncEzy Procore–SharePoint integration, you can:

• Access your Procore files locally via OneDrive
• Use powerful renaming tools to clean up naming conventions
• Automatically sync changes back into Procore without extra effort

Want to test it out? Start with our Free Plan on a test project or book a time to chat with our team.

Need Help Getting Started?

We’d love to walk you through the setup. Just reach out or email us at [email protected].