Link Files from SharePoint to the Document Management Tool

This integration enables eligible project-company employees to securely authenticate their SharePoint account and link external project documents natively into Document Management. Files are processed asynchronously and mirror standard manual upload behaviors once uploaded.

• Required Permissions: You must be a project-company employee with custom permissions granting Upload actions on the Document Management tool.

• Limitations:

  • Maximum of 500 files per single linking action.

  • Maximum file size of 1 GB per file.

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

• Additional Information:

  • This is a one-time file transfer. Continuous manual or automatic syncing of previously linked files is not supported.

  • Selecting/importing an entire SharePoint folder at once is not supported; individual file selection is required.

  • This feature is currently not supported on mobile devices and is restricted to project-company employees (Collaborators/external vendors cannot currently link SharePoint sites).

First-Time Administrative Setup

Before project team members can link files from SharePoint, a Microsoft 365/SharePoint Administrator must complete a one-time authorization flow.

Grant Microsoft Tenant Admin Consent: The company's Microsoft 365 Admin must grant the required consent to the Procore integration app registration during the initial connection.
Note: The IT/SharePoint admin performing these steps is typically a different person than the day-to-day project uploaders.

Authenticate and Connect to Your SharePoint Site

Once admin consent is completed, project employees can log in, access, and browse SharePoint files directly from within the Document Management tool.

1. Navigate to the project's Document Management tool.

2. Navigate to either the Documents tab or the Uploads tab.

3. Click the Add button in the top right corner and select Link from SharePoint.

4. In the Link from SharePoint modal, enter your company's SharePoint subdomain prefix in the SharePoint Site text field. For example, https://[your-subdomain].sharepoint.com.

5. Click Login to SharePoint.

6. Provide your Microsoft 365 credentials when prompted.
   Note:

   • If you receive an error here, verify with your IT administrator that the first-time tenant admin consent steps were completed.

   • If you can sign in successfully but the sync/import fails, verify with your IT administrator that the application authorization steps were fully completed.

Select and Link Files

After a quick, one-time authentication, you can seamlessly browse and access your file directories without leaving Document Management.

1. Navigate through your accessible SharePoint site directories and libraries directly inside the file-browsing modal.

2. Select the specific files you want to transfer.
   Note:

   • Selecting or importing an entire SharePoint folder at once is not supported. Individual file selection is required.

   • You can select up to 500 files per action, with a maximum size limit of 1GB per file. Empty (0-byte) files are blocked and will trigger an error message.

3. Click Link Items.