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Configure the Procore + Box Sync Integration

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Objective

To configure the synchronization settings in the Documents tool for the Procore + Box Sync integration. 

Background

The Procore + Box Sync integration lets you set up one-way or two-way sychronization between a project's Documents tool in Procore and a designated Box account. 

  • One-Way Syncing. Your end users must add, change, and delete files in Procore's Documents tool. When you add, change, or delete a file in Procore, the same is then done in Box. Any changes in Box do NOT affect Procore. 
    OR
  • Two-Way Syncing. Your end users can add, change, and delete files in either Procore or Box. The integration always looks for the newest version of a file to ensure the files in both systems are in sync.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Documents tool
  • Requirements:
    • An active Box account and valid login credentials (e.g., the email address and password that you will use to log into Box). 
    • The account must also include folder that has been designated as the one in which your project team members will store all the project's files that will be synced with Procore's Documents tool. 

Steps

Step 1: Grant Procore Access to the Designated Box Sync Account

  1. Navigate to the project's Documents tool.
    This reveals the Documents page. 
  2. Click the Configure Settings  icon.
    This reveals the Documents Settings page.
  3. Click Document Integrations.



    This reveals the Document Integrations page. 
  4. In the Box area of the page, click Authenticate to being the Setup Wizard. 



    This opens the Box login page. 
  5. In the Log in to Grant Access to Box page, enter the following:


     
    • Email Address. Enter the email address for the desired Box account.
    • Password. Enter the email address for the desired Box account.
  6. Click Authorize
    If your login credentials are valid, the Grant Access to Box page appears. 
  7. Review the information in the page.
  8. If you are ready to proceed, click Grant Access to Box



    The system reveals the Setup Wizard, where you will configure the synchronization options. 
  9. Continue with Step 2: Set Up the Syncing Options for Procore + Box Sync.

Step 2: Set Up the Syncing Options for Procore + Box Sync

Choose from one of these options:

Option A: Set Up One-Way Syncing

  1. In the Syncing Options page, choose One-Way Syncing.



     
  2. Click Next Step
    This reveals the Choose Procore Folders page. 
  3. Place a checkmark next to the folders in the project's Documents tool that you would like to sync to Box. 


     
  4. Click Next Step
    This reveals the Choose Box Folders page. 
    Notes:
    • The system checks to see if the integrated Box account has any existing folders.
    • If you have NOT created at least one (1) folder in your Box account, the 'You do not have any folders in Box' message appears. You will need to:
      • Log into the integrated Box account in a separate browser tab or window.
      • Create one (1) folder in the Box account for the project. You do not need to replicate the folder structure that you specified on the 'Choose Procore Folders' page. The system will create a 'Procore' Folder inside the Box folder and when the configuration steps are complete, all of the selected Procore folders, subfolders, and files will be synced to Box. 
    • To learn how to create a folder in Box, see Box's Help system


       
  5. After you create at least one (1) folder in Box, you can refresh your browser. Then highlight the desired folder. For this example, we created a folder name in Box named 'One-Way Sync'. 


     
  6. Click Finish
    A banner appears at the top of the Document Integrations page to confirm the setup. 



    The first sync process will complete in a few minutes. After each sync, the Document Integrations page will list the date and time that the last sync occurred. 

 


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Last modified
14:40, 29 Mar 2017

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