Integrations · Procore × SharePointDOCUMENTS · MICROSOFT 365

Procore × SharePoint integration.

A custom-built, two-way file and metadata sync between Procore Documents and SharePoint. The field works in Procore, the office works in SharePoint and Teams, and neither side goes stale. Built against the public Procore API and Microsoft Graph, with ownership rules per folder and a reconciliation sweep that confirms both sides actually match.

01. What syncs, what doesn’t

Specific folders. Specific directions.

Document sync fails when it's configured as “mirror everything both ways.” The object map below is per folder and per document class, with direction decided during the audit. Anything not listed stays where it lives on purpose.

PROCORE
DIRECTION
SHAREPOINT
Project folder structureProcore Documents
Library folder structureGraph drives · driveItems
Files · new versions
Files · new versionsPer-folder ownership rules
Document metadata
Library columns
Current drawing set
Published drawing libraryOne-way publish, read-only
Office-issued documentsContracts · correspondence
Owning library
Teams project channels
Channel document librariesTeams files live in SharePoint
What stays manual: permission model changes, library restructuring, and retention policy. Permissions are mapped explicitly at setup and changed through review, never propagated automatically.
02. The boundary problem this solves

The field lives in Procore. The office lives in SharePoint.

This isn’t a financial sync problem, and it doesn’t fail like one. It fails as two copies of the same drawing with different revision clouds, one in Procore Documents and one in a Teams channel, each edited by people who don’t know the other copy exists. It fails as a superintendent building from the set in Procore while the PM coordinates from the set in SharePoint, three revisions apart. It fails as folder trees that started identical and drifted for six months until nobody can say which structure is real.

The usual fix attempts make it worse. Telling the office to work in Procore doesn’t survive contact with a company that runs on Microsoft 365. Telling the field to work in SharePoint doesn’t survive the first jobsite with bad connectivity. Emailing files between the two systems is how the duplicates got there in the first place. The integration keeps each side in its home system and makes the sync boundary explicit: which folders flow which direction, which system owns which document class, and what happens on conflict.

One current version of every document, visible from both sides. That’s the whole job.

The Procore × SharePoint integration is about making “which version is current?” a question with exactly one answer, wherever it gets asked.

03. How we build it

Procore API and Microsoft Graph. No middleware platform.

The Procore side runs on the Procore REST API with OAuth 2.0 and webhook subscriptions for document change events. The Microsoft side runs on Microsoft Graph with OAuth 2.0 through Microsoft Entra ID, using Graph’s change notifications for near-real-time updates and delta queries as the underlying source of truth for what changed in each library.

Change events trigger immediate processing; a scheduled reconciliation sweep compares version metadata on both sides and catches whatever notifications missed. Conflicts and validation failures land in a queue a human reviews, with both versions preserved. Nothing is silently overwritten and nothing is silently skipped. Code in your repo, infrastructure in your cloud, both sets of credentials in your secret store.

04. Where this fits in our engagement model

Three modes. Pick where you are.

— DIAGNOSE

The 14-Day Audit

Fixed fee · 14 days

We map the document landscape end-to-end. Which folders live where, which direction each flows, how permissions map, what the conflict policy is. Output: a written 90-day plan and a real estimate. More on the audit →

— BUILD

The Build Engagement

Scoped quote · 8–12 weeks

The implementation. OAuth and Entra ID setup, folder and metadata mapping, the conflict queue, the reconciliation sweep. Tested against your actual project libraries before anything touches production folders.

— EMBED

The Retainer

Capped hours · Monthly

Projects open and close, libraries restructure, and both APIs evolve. We retain a fractional engineering presence for new project onboarding, mapping changes, and version churn. Capped hours, monthly billing.

05. Frequently asked

Procurement-stage questions we get on this one.

Why not standardize on one system and skip the sync?

Because neither side will move. The field lives in Procore: drawings, specs, and photos next to the RFIs and daily logs they belong to. The office lives in SharePoint and Teams: contracts, correspondence, and every workflow the company already runs on Microsoft 365. Forcing either group into the other's system fails quietly, with people emailing themselves copies. The sync exists so each side keeps its home system and neither goes stale.

What happens when the same file is edited in both systems?

That's the central design question, and we answer it with ownership rules rather than guesswork. Each folder or document class has an owning system: drawings might publish one-way from Procore, contract documents might publish one-way from SharePoint, working folders might sync two-way with a defined conflict policy. When a true conflict happens, the integration doesn't pick a winner silently. It preserves both versions and flags the conflict in a queue a human reviews.

Do permissions sync between Procore and SharePoint?

Not automatically, and you should be suspicious of any tool that claims otherwise. Procore's permission templates and SharePoint's groups don't map one-to-one. We map them explicitly at setup: which Procore roles correspond to which SharePoint groups, folder by folder. Permission changes after go-live flow through a review step rather than automatic propagation, so a jobsite permission edit can't silently expose an office library.

Does this work with Teams?

Yes. Files shared in Teams channels are stored in SharePoint document libraries, so a sync built against SharePoint covers the Teams file tabs your project teams already use. If your operation runs project channels in Teams, we map each channel's library to the corresponding Procore project folder.

What about version history and large drawing sets?

The sync carries the current version plus version metadata, so both systems show what changed and when. Full version history stays native to each platform rather than being duplicated across both, which keeps storage sane and avoids version-tree conflicts. For large drawing sets, the sync moves changed files rather than re-copying folders, and the reconciliation sweep confirms both sides match instead of assuming the transfer worked.

07. Begin
Replies within 1 business day

Same drawing, two systems, and nobody sure which is current?