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Have you read about our Procore to SharePoint integration and you’re ready to get started?

We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration:

  • Have job documents and photos stored in a central area (SharePoint) for ease of access
  • Easily allow custom access to job files through SharePoint
  • Ensure all job documents and photos are stored in ordered folders for your team
  • Simple to share job files with clients and contractors who aren’t Procore users

The steps to getting started are:

  1. Register a SyncEzy Account here
  2. Find the Procore / SharePoint integration from the Integration library
  3. Subscribe to the Procore / SharePoint integration
  4. Authenticate Procore
  5. Authenticate SharePoint
  6. Complete the configuration steps

We’ve also recorded a short video on the steps to getting started.

If you need help during the setup stage, get in contact with our support team using the chat widget (bottom-right of Integration portal screens).

 


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