Using 360 Sync with Procore

1 April 2020All360 Sync, Procore

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Using 360 Sync with Procore

In response to user input, 360 Sync now integrates better with Procore. One of the challenges that 360 Sync customers faced was the change in the Procore API. As a result, the 360 Sync integration would only allow users to download “Public” files, regardless of their admin status. Any files marked “Private” were left in the dust. So, the development team went to work to remedy that and came up with a new solution for 360 Sync customers using Procore.

How it works – If you’re creating a new configuration, then it’s pretty straightforward:

  1. Create your configuration and name it intelligently. Typically, 360 Sync users will use a name that reflects the project they’re setting up or the direction they want data to flow.
  2. Choose Procore as the download destination.
  3. Notice when you’re selecting your company, project and folder to sync, there are two radio buttons (shown below).
  4. Select the “Download Public & Private Files and Folders” button and save your configuration.

If you want to update a configuration, you must edit it for the public and private files to download. Here’s the workflow:

  1. Open your old configuration and click “Edit.”
  2. When prompted, reselect the company, project and folder you want to sync.
  3. Make sure to select the “Download Public & Private Files and Folders” button and save your configuration.
  4. The next time it runs, you will be able to download all public and private files from the folder you selected.

If you want help with setting up your old configurations again, give us a call, and we will walk you through the process.

Try it out today:

Contact Applied Software today to talk to an expert about 360 Sync and sign up for a demo. You’ll see how this improvement for using 360 Sync with Procore can easily help you save time and better manage your data among your server, Procore and other point solutions. Thanks to customer input, new integrations, features and enhancements to 360 Sync are released regularly. Demo and setup are quick and straightforward, and good news: it takes 30 minutes or less to implement 360 Sync within your company.

 

 

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