How to Set It Up a Selected Folder Sync from Procore to SharePoint (Two-Way)

Managing construction project documents across platforms can be overwhelming—especially when teams work in both Procore and SharePoint. That’s why SyncEzy’s Selected Folder Sync feature is a game-changer. It allows you to sync one specific top-level folder from Procore, along with all its subfolders and files, directly to SharePoint—with full two-way sync.

What Is Selected Folder Sync?

Selected Folder Sync lets you pick a single folder from within your Procore Documents module and link it to a designated SharePoint folder. Only that folder—and everything inside it—will be synced both ways. This keeps your sync clean, fast, and focused on what actually matters.

Whether it’s project photos, RFIs, contracts, or drawings, you can choose to sync only what your team needs in SharePoint without cluttering it with unrelated documents.

How to Set It Up

1. Log in to your SyncEzy portal.
2. Navigate to your Procore ↔ SharePoint integration.
3. Under configuration settings, choose Manual Folder Mapping.
4. In the Procore folder tree, select the top-level folder you want to sync.
5. Select the destination folder in SharePoint.
6. Enable Two-Way Sync.
7. Click Save & Sync.

That’s it! The folder and all its contents (including newly added files and subfolders) will now sync automatically between Procore and SharePoint.

For detailed steps and screenshots, visit our Procore SharePoint Integration Guide.

Below are the steps to use Folder Sync :

1. Click on the “Add Project to Sync” button under the Configuration tab.

2. In the window that pops up, navigate to Folder Sync tab.

3. Select the Procore Company from the list

4. Select the Procore project from the list

5. Select the folders from the list that you would like to sync to SharePoint and then click on Select this location. We have selected two folders to sync.

6. On the right-hand side, select your SharePoint Site and Library.

7. Navigate to the folder you want to sync to. Note: There will be a red text saying “You can’t select this location” if you have selected an invalid location.

8. Click on “Select this location” to sync your Procore project folders to the desired location.

9. Click on Add Project when you get the message “Path selected successfully”.

Once you click on “Add Project” the project will be added to the configurations and selected folders will be created in your chosen location in SharePoint. (Refer to the screenshot below)

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Key Benefits

• Simplicity – Sync only what you need, avoiding unnecessary files and folder clutter.
• Performance – Faster sync times since only selected folders are processed.
• Security – Control exactly which folders are exposed to SharePoint users.
• Flexibility – Supports complex folder hierarchies with unlimited depth.

Ideal Use Cases

• Sharing only client-facing documents with external stakeholders via SharePoint.
• Syncing a “Final Drawings” folder for field team access without exposing internal files.
• Keeping subtrades updated by syncing just the “Current Plans” folder.

Need Help?

Our support team is happy to guide you through the setup. For advanced configurations or enterprise rollouts, contact us at [email protected].

Want to keep your document management clean and efficient? Selected Folder Sync is the smart way to bridge Procore and SharePoint—only syncing what you need, when you need it.

Learn more or book a demo: Procore SharePoint Integration