How does the SharePoint integration work in the Document Management tool?

regional availability
The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.
 In Beta
A native SharePoint integration is now available for the Document Management tool, allowing eligible users to link and upload files directly into Procore. Learn more about this open beta and how your Procore point of contact can help your team enable it. 

Answer

What is the SharePoint integration for Document Management?

The native SharePoint integration allows eligible project company employees to link files directly from their Microsoft 365 SharePoint site into Procore's Document Management tool (available on both the Documents and Uploads tabs) without having to manually download and re-upload files.

Does this integration support a continuous, live sync?

No. This is a one-time file intake method, not a continuous live sync. It does not automatically sync changes or update on a schedule by default.

What are the file size and upload batch limits?

  • Batch Limit: You can link up to 500 files per action.

  • Size Limit: Maximum file size is 1 GB per file.

  • Empty Files: Empty (0-byte) files are blocked and will trigger an error message.

Do SharePoint files have the same features as regular uploads?

Yes. Once the files finish processing, they have full feature parity with standard manual uploads, including automated metadata capture, attribute configuration, and downstream workflows.

Who can use this feature, and are there any restrictions?

  • Eligible Users: This feature is restricted to project company employees with custom upload permissions. External collaborators cannot link SharePoint sites.

  • Platform Limits: The feature is currently web-only. There is no mobile app linking support at this time.

  • Visibility: The integration respects end-user SharePoint permissions. Users can only see and browse SharePoint content they are already permitted to access in their Microsoft environment.

Why can a user sign in successfully to SharePoint but the file sync or import still fails?

This occurs due to a common permission mismatch. While an individual user can successfully authenticate with their personal credentials to browse files, the backend import or sync process will fail if the initial app-level admin authorization is incomplete.

To resolve this, your IT/SharePoint Administrator must complete the First-Time Administrative Setup steps to ensure the backend sync has the authority to retrieve the files.

Why are my uploads not immediate once I link files from SharePoint?

File processing is handled asynchronously to ensure scale, system performance, and reliability. Larger upload jobs may take a few moments to process. You can check the progress and status of your linked files by navigating to the All Document Uploads tab.

Why can a user sign in successfully to SharePoint but the file sync or import still fails?

This occurs due to a common permission mismatch. While an individual user can successfully authenticate with their personal credentials to browse files, the backend import or sync process will fail if the initial app-level admin authorization is incomplete.

To resolve this, your IT/SharePoint Administrator must complete the First-Time Administrative Setup steps to ensure the backend sync has the authority to retrieve the files.

Why are my uploads not immediate once I link files from SharePoint?

File processing is handled asynchronously to ensure scale, system performance, and reliability. Larger upload jobs may take a few moments to process. You can check the progress and status of your linked files by navigating to the All Document Uploads tab.

For more information, see how to Link Files from SharePoint to the Document Management Tool.

See Also