SharePoint (Two Way Sync) by SyncEzy

By audience

Project Manager

• Accesses and edits Procore project documents directly from SharePoint, OneDrive, or Windows Explorer without switching platforms
• Ensures file changes made in SharePoint are automatically reflected in Procore and vice versa within minutes
• Uses SharePoint's text search in images/PDFs and offline access while keeping Procore as the system of record

Project Engineer

• Syncs Procore submittals, RFIs, and drawings to SharePoint for collaborative review using Microsoft 365 tools
• Works in familiar SharePoint/Teams environment without duplicating files or losing version history

Construction Management

• Configures two-way sync between Procore projects and SharePoint sites, aligning with organizational data policies
• Supports federated sign-in via Azure Active Directory SSO for multi-company environments with role-based permissions

IT & Systems Administration

• Manages SOC 2 Type 2 certified sync infrastructure with App Defense Alliance accreditation
• Configures role-based permissions and Azure AD SSO for secure enterprise deployment across multiple projects

By phase

Pre-Construction

• Syncs estimation and tendering documents from SharePoint into the nascent Procore project structure before construction begins
• Sets up folder mirroring between SharePoint and Procore during pre-construction project setup

Construction

• Maintains real-time bidirectional sync of Procore Documents, Photos, Submittals, RFIs, and Daily Logs with SharePoint throughout construction
• Enables subcontractors and site teams to contribute files via SharePoint that appear instantly in Procore project records

Closeout & Operations

• Preserves complete project document archive in SharePoint with full version history at project closeout
• Continues sync of facilities/O&M documentation into SharePoint-based knowledge bases after handover