Egnyte Procore Integration allows admins to connect an Egnyte folder to a Procore project. The sync is available for both Procore project documents and photos.
The integration can also sync project metadata with Procore, keeping significant project details like project status, deadlines, and more updated across both platforms.
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Benefits
Installation on Egnyte
Installation on Procore
How it Works – Setting up the Sync
Check Sync Status
View and Sort Synced Procore Projects
View Procore Project Documents Or Photos in Egnyte
View Metadata Tags for Synced Project
Procore Embedded UI
Advanced Procore Integration
Limitations
Benefits
- Keep the documents and photos in sync between Procore and Egnyte
- View consistent information in either Egnyte or Procore in real-time with synchronized metadata
- Improved ability to search for key project folders within Egnyte using synced metadata
To learn more about our Procore integrations, watch our democast
Installation on Egnyte
Navigate to Apps & Integrations page, search for Procore and enable the integration (This is only available to Admins).
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Installation on Procore
The Egnyte Procore Integration requires a connection with Egnyte's Developer Managed Service Account (DMSA). For this, admins must install a data connection app from the Procore Marketplace and add projects that need to be synced with Egnyte. Here are the steps to do this:
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Install the Egnyte App on the Procore App Management Page OR directly from the Procore Marketplace from this link.
- Procore will request confirmation to install the app with Photos, Directory and Documents permissions. Click Install.
- Add the Projects that need to be synced with Egnyte and then click on the Add button.
- Optional - The Egnyte Sync configuration has been combined with the Egnyte Embedded UI in the Egnyte Marketplace. For the Sync configuration, ignore the Configuration Page as it is only needed for the Embedded UI. More information on the embedded UI can be found here.
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How it Works – Setting up the Sync
This integration syncs an Egnyte Folder to a Procore Project Documents or Photos section. It is initiated in Egnyte by selecting the desired folder that needs to be synced. There are 2 different ways for admins to do this:
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In the desired folder, click on three-dots dropdown at the top and select the Integrations -> Procore Project Sync option.
Alternatively, select the desired folder and click on Integrations -> Procore Project Sync option from the context menu.
- Click on Login to Procore and enter Procore credentials.
- Select the company from the dropdown and Click on Continue.
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After selecting the company, a list of available projects will appear. Select the desired Procore project from the dropdown and choose Procore module type as Documents or Photos. Click Next.
Only one Procore project can be selected.
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The user can sync the entire Project or selectively sync certain folders from the Procore Project. Select the Procore folder(s) to sync a folder OR select Sync Whole Project to initiate the sync with the entire Project.
Select 2 way sync if the Documents module is selected and 1 way sync if Photos module is selected.
Pause sync can be selected to prevent synchronization from starting immediately. Click Next.
Options when document module is selected
Options when photo module is selected- The users must update to version 5.1 or later of the Egnyte App on the Procore marketplace to access Photos sync feature.
- Photos sync is only available in the Advanced Procore Integration. -
Select the Egnyte Project folder where the Procore project Metadata should be synced and then click Next.
- If there is an error in the sync, the user can choose the recipient(s) who will receive the email notification. Select the recipient(s) and click Next.
The ability to select recipients for email notifications is only available to customers that have access to Secure & Govern (S&G).
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Review the details and click on Submit.
Sync has now been set up correctly and will run automatically in the background
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Check Sync Status
To check Sync status and the current list of syncs, Admins can click on three-dots -> Integrations -> List of Synced Procore Projects option within the folder settings.
View Procore Project Documents Or Photos in Egnyte
Navigate to the selected Egnyte sync folder in the Web UI. Procore project photos or documents will be visible.
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View and Sort Synced Procore Projects
After clicking List of Synced Procore Projects, users will see a list of Synced Projects, along with their Sync Status, Procore Project Name, Last Synced Time among others. Click on any column to sort data in ascending or descending order.
Deactivating a project in Procore does not stop the file sync. However, if Procore project metadata sync is enabled, the project’s status in Egnyte will automatically update to Done under the Timeline tab within Project Settings. File sync will continue as usual, but this status change may trigger any workflows or policies the customer has set up. As a result, the project folder may be archived or otherwise affected depending on those configurations.
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View Metadata Tags for Synced Project
Navigate to the selected Egnyte sync folder in the Web UI. Click on three-dots -> More actions -> Details & Options.
Expand the Metadata section. The project tags will be visible.
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Procore Embedded UI
Click this link to learn more about Procore Embedded UI integration where the user can access Egnyte directly from Procore.
Advanced Procore Integration
To learn about Egnyte's Advanced Procore Integration, click this link.
Limitations
- Folder and files with unsupported Character Types in Egnyte will not be synced between the two systems
- Currently, one-way sync is supported for Photos from Procore to Egnyte
- 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
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Due to a limitation on Procore's side, upgrading the app from the Procore marketplace will erase all permissions and configurations for the Egnyte app in Procore. Customers will need to re-add their projects to the Egnyte app to ensure their current syncs continue to work.
- It is possible to search for a permitted project and add the projects individually.
- It is recommended to use the Procore Directory to find the Egnyte user created automatically when the Egnyte App is installed (name starts with "egnyte"). Search the company directory for Egnyte to locate this user (email: <user>@procore.com) and click Edit.
- Click on Add on individual projects or click on Add All to add all the projects. Click on Save.
- It is possible to search for a permitted project and add the projects individually.
Learn more about Egnyte and Procore by watching a Quick Tip on Egnyte University: Egnyte and Procore