Egnyte has built a new integration with Procore. You are able to sync an Egnyte folder to a Procore Project. The first feature we have completed is a sync between Egnyte and the Projects Documents. The Procore Integration is in GA and anyone can access this new integration.

Benefits

  • Keep your documents in sync between Procore and Egnyte
  • Have a single source of truth 
  • Transfer Project template folders from one platform to the other

To learn more about our Procore integrations, watch our democast

Installation on Egnyte

  1. The Procore Integration is available by visiting the Apps & Integration page within Egnyte
  2. You are able to search for this by looking for Procore 

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  3. Enable the integration (This is only available to Admins) 

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Installation on Procore

Procore has changed the way they are doing Service Accounts. Starting on July 31st no new traditional service accounts can be created in Procore. The Egnyte – Sync Integration will now use Egnyte’s Developer Managed Service Account (DMSA).  In order to connect the Egnyte DMSA you must install a data connection app from the Procore Marketplace and Add a permitted project with Egnyte's DMSA. Please enable any new and old projects with the Egnyte DMSA. All projects will continue to use the old key and continue syncing. However, any projects not enabled with Egnyte's DMSA will stop syncing on Jan 31st, 2023.

  1. You can Install our App on the Procore App Management Page

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  1. Or you can also install the integration directly from the Procore Marketplace from this link - https://marketplace.procore.com/apps/egnyte
  2. Procore will confirm to Install the App with both the Directory and Documents Permissions

    procore_integration_5.png
  1. Add the Projects that you would like to Sync the Egnyte DMSA, we recommend that you add all projects currently syncing to the DMSA as they will stop syncing if they have not by January 31st, 2023.

    procore_integration_4.png
  2. Note: The Egnyte Sync configuration has been combined with the Egnyte Embedded UI in the Egnyte Marketplace. For the Sync configuration you can ignore the Configuration Page as it is only for the Embedded UI. More information on the embedded UI can be found here

    procore_integration_12.png

How it Works – Setting up the Sync

  • This integration syncs an Egnyte Folder to a Procore Project Documents section
  • This integration is initiated on Egnyte by selecting which folder you would like to Sync in 2 different ways for an Admin account that has the Procore integration turned on.
    • In the folder that you would like to Sync click on "More" and the Procore Project Sync button

      webui_redesign_procore_project_sync.jpg
    • Right click the folder that you would like to sync and just the Procore Project Sync button

      webui_redesign_procore_project_sync_right_click_folder.jpg

  • You will need to Login to Procore to Authenticate our integration to Procore and choose your Procore Company

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  • Once you have selected the company a list will appear that will show the available projects that you will be able to sync the Egnyte Folder Note: Only one project can be assigned to one Project

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  • During setup you have the ability to sync the entire Project or selectively sync certain folders from the Procore Project.  Click the Sync Whole Project at the top to complete the sync with complete Project. A checkbox means that everything under that directory will be synced including new folders. A square means partial sync and only the folders underneath with a checkbox will be synced. one Project

    procore_integration_11.png

Next, you can verify the settings for the sync and select 2-way sync. You can always go back to this menu to turn off sync for a particular folder 

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  • Sync has now been set up correctly and will run automatically in the background
  • To check Sync status and the current list of your syncs an Admin can always select from the More button "List of Synced Procore Projects"

Advanced Procore Integration

To learn more about our Advanced Integration with new features click this link

Limitations

  • Folder and files with unsupported Character Types in Egnyte will not be synced between the two systems
  • Procore projects and Egnyte folders can only be synced to one folder
  • Subfolders of a Folder that is synced can't be synced to another Project
  • 10,000 file limit for syncing per Project
  • 10 Projects can be synced at one time.
  • 5 GB File Limit
  • Currently, sync between the two platforms happens every hour
  • The Selective Sync only allows you to go down to a depth of 5 folders from the root

Learn more about Egnyte and Procore by watching a Quick Tip on Egnyte University: Egnyte and Procore