{"id":42348,"date":"2022-07-27T05:56:24","date_gmt":"2022-07-27T13:56:24","guid":{"rendered":"https:\/\/cirahub.com\/?p=42348"},"modified":"2022-07-27T05:56:24","modified_gmt":"2022-07-27T13:56:24","slug":"how-to-two-way-sync-procore-public-folder-contacts","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/public-folder-sync\/how-to-two-way-sync-procore-public-folder-contacts\/","title":{"rendered":"How to Two-Way Sync Contacts Between Procore and an Microsoft 365 Public Folder"},"content":{"rendered":"<p><span class=\"ILfuVd\" lang=\"en\"><span class=\"hgKElc\">Procore is a powerful CRM tool for construction management platforms designed to connect stakeholders involved in the construction lifecycle. For users in the bustling construction industry, having software to automatically two-way sync Procore Public Folder Contacts can significantly boost productivity, reduce errors from duplicate Contacts, and save time. Read on to learn how to keep Contacts between these two sources in sync.\u00a0 <\/span><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Procore_Public_Folder_Contacts\"><\/span>How to Two-Way Sync Procore Public Folder Contacts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_Spoke_for_Procore\"><\/span>Create a Spoke for Procore<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Procore V1\" src=\"https:\/\/player.vimeo.com\/video\/852446586?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<ol>\n<li><span class=\"TextRun SCXW267633939 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW267633939 BCX0\"><span class=\"TextRun SCXW102445665 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW102445665 BCX0\">Before you can <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a> between Procore and an Microsoft 365 Public Folder, you&#8217;ll first need to log in<\/span><\/span> to <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW267633939 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW267633939 BCX0\">. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the contacts object has been selected.<\/span><\/span><span class=\"EOP SCXW267633939 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38939\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync.jpg\" alt=\"Calendar and Contact Selection\" width=\"596\" height=\"244\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync.jpg 596w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync-480x196.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 596px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW37288626 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW37288626 BCX0\">Next, start the Hub and Spoke setup. Click on \u201c<strong>CRMs<\/strong>\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><span class=\"EOP SCXW37288626 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38943\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"CRM Select Source Type of Contact Spoke\" width=\"628\" height=\"345\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW9261969 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW9261969 BCX0\"><span class=\"EOP SCXW9261969 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">Let&#8217;s start by <a href=\"https:\/\/cirasync.com\/integrations\/procore\/\">two-way syncing Procore contacts<\/a>. Select<a href=\"https:\/\/www.procore.com\/\">\u00a0Procore <\/a>as the source type\u00a0for your contact spoke.\u00a0<\/span><\/span><\/span><span class=\"EOP SCXW9261969 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41476\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/select-procore.jpg\" alt=\"\" width=\"973\" height=\"678\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW42007347 BCX0\">Click \u201c<strong>Sign in<\/strong>\u201d with Procore<\/span><span class=\"NormalTextRun SCXW42007347 BCX0\">. <\/span><\/span><\/span><span class=\"EOP SCXW42007347 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41480\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sign-in-with-procore.jpg\" alt=\"\" width=\"970\" height=\"672\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sign-in-with-procore.jpg 970w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sign-in-with-procore-480x333.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 970px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW108051822 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW108051822 BCX0\">Sign in with your Procore <\/span><span class=\"NormalTextRun SCXW108051822 BCX0\">Email and Password.<\/span><\/span><span class=\"EOP SCXW108051822 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41484\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info.jpg\" alt=\"\" width=\"1203\" height=\"991\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW17241764 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17241764 BCX0\">Type in a Spoke name and click next.<\/span><\/span><span class=\"EOP SCXW17241764 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41488\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg\" alt=\"\" width=\"976\" height=\"667\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg 976w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name-480x328.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 976px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">Type in a Hub name and click next.\u00a0<\/span><\/span><span class=\"EOP SCXW89754526 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41492\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg\" alt=\"\" width=\"973\" height=\"672\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg 973w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname-480x332.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 973px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW268226606 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW268226606 BCX0\">Select Microsoft 365 In my tenant and select Public Folder as the source type of your contact Spoke<\/span><\/span><span class=\"TextRun SCXW268226606 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW268226606 BCX0\">. These are the steps to <a href=\"https:\/\/cirasync.com\/blog-articles\/public-folders\/\">two-way sync Microsoft 365 public folders contacts<\/a>.<\/span><\/span><span class=\"EOP SCXW268226606 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40515\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/1-packer.jpg\" alt=\"\" width=\"576\" height=\"398\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW34865858 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW34865858 BCX0\">Select which Public Folder to Sync.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40519\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/2-packer.jpg\" alt=\"Select which Public Folder to Sync.\" width=\"582\" height=\"403\" \/><\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW75392934 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"TextRun SCXW75392934 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW75392934 BCX0\">Type in a Spoke Name and Click Create. <\/span><\/span><\/span><span class=\"EOP SCXW75392934 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38635\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/type-in-spoke-names.jpg\" alt=\"Type in Spoke Name\" width=\"594\" height=\"229\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW258057134 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW258057134 BCX0\">Next, right click your spoke, and select \u201cSync Options\u201d. From there you will be taken to a new window, click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW258057134 BCX0\">spoke<\/span><span class=\"NormalTextRun SCXW258057134 BCX0\">.<\/span><\/span><span class=\"EOP SCXW258057134 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163559.407.png\" alt=\"Next, right click your spoke, and select \u201cSync Options\u201d.\u00a0\" \/><\/span><\/li>\n<li><span data-contrast=\"none\">Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way synchronization<\/a> from the endpoint to the Hub database and back.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38898\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163803.627.png\" alt=\"Click on \u201cAllow Hub\u201d to create and sync items in this spoke.\" width=\"719\" height=\"253\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW191342296 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW191342296 BCX0\">Click the Advanced tab to set up <a href=\"\/?p=39341\">contact filtering<\/a> settings. This would enable a user to synchronize and create Hub items based on specific criteria. <\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg\" alt=\"Hubspot Advanced\" width=\"636\" height=\"251\" \/><\/li>\n<li><span data-contrast=\"none\">Click on \u201cSync now\u201d to two-way sync Procore Public Folder Contacts. You can also edit any synchronization options for each of your spokes down below. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38902 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163901.398.png\" alt=\"Click on \u201cSync now\u201d in order to enable 2-way synchronization\" width=\"487\" height=\"476\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163901.398.png 487w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163901.398-480x469.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 487px, 100vw\" \/><\/span><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The steps above have described how to two-way sync Procore and Public Folder Contacts with CiraHub. <span data-contrast=\"none\">CiraHub&#8217;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company.<\/span><span data-contrast=\"none\"> <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">Start your CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Procore is a powerful CRM tool for construction management platforms designed to connect stakeholders involved in the construction lifecycle. For users in the bustling construction industry, having software to automatically two-way sync Procore Public Folder Contacts can significantly boost productivity, reduce errors from duplicate Contacts, and save time. Read on to learn how to keep [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,13630,72,1459],"tags":[13647,57],"ppma_author":[13535],"class_list":["post-42348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm-sync","category-public-folder-sync","category-support","tag-procore","tag-public-folder","rawdate-2022-07-27"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-Way Sync Procore Public Folder Contacts<\/title>\n<meta name=\"description\" content=\"Easy steps for users to two-way sync Procore Public Folder Contacts. 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