You connect 12d Synergy and Microsoft SharePoint with an integration that copies documents, versions and attributes between a 12d Synergy project and SharePoint libraries on a schedule. CDE Sync™ sets this up through a no-code wizard, maps 12d Synergy attributes to SharePoint columns and records every transfer, so commercial, operations and leadership teams can reach current civil project documents without working inside 12d Synergy.
Why civil teams connect 12d Synergy and SharePoint
12d Synergy is where civil engineers and surveyors manage models, drawings and the files 12d Model produces. SharePoint is where most organisations keep their business records: tenders, contracts, reports, approvals and correspondence. People outside the civil team often need issued civil documents, and the civil team often needs inputs that were written in SharePoint.
Without an integration, someone exports from one system and uploads into the other. Attributes are lost, copies drift out of date and there is no clear record of which version the business relied on.
What the integration carries
CDE Sync™ moves documents with their version history and maps 12d Synergy custom attributes into SharePoint metadata columns, including revision, status and classification. You choose the SharePoint structure, for example by project and discipline. The connection can publish one way from 12d Synergy into a read-only library, or run both ways so reports and specifications prepared in SharePoint land in the right 12d Synergy folder.
Every transfer is logged, giving document control and audit teams a clear record of what moved and when.
How to connect 12d Synergy and SharePoint, step by step
Decide the purpose: publishing issued civil documents to the business, collecting inputs from the business, or both.
Set up the SharePoint site and libraries, with columns for the 12d Synergy attributes you want to keep.
Request a 12d Synergy service account and a SharePoint service account with access to the target site.
Connect both systems in the CDE Sync™ wizard.
Select the 12d Synergy folders and SharePoint libraries, then map attributes to columns.
Set the direction and schedule, and test on one folder.
Check versions, metadata and permissions in SharePoint, then extend the scope.
Choosing what to publish
Civil projects generate many working files that only the civil team uses. Most organisations publish issued drawings, reports, design packages and as-built records to SharePoint and leave working files in 12d Synergy. Agreeing that scope early keeps the SharePoint copy useful and avoids filling it with files nobody outside the project opens. It also helps to set a retention policy in SharePoint so the copy behaves like a managed record, and to name an information manager who reviews the library from time to time. Those small steps make the connection easy to adjust as the project grows.
Organisations that run several civil projects in 12d Synergy can reuse the same SharePoint pattern on each one. The mapping is agreed once and applied to new projects as they start.
Bringing inputs back into 12d Synergy
The reverse direction is easy to overlook but often valuable. Geotechnical reports, environmental approvals, utility searches and client briefs frequently arrive through the business and land in SharePoint first. Civil teams need those inputs in 12d Synergy alongside their models. A two-way connection can watch a nominated SharePoint library and lodge new documents in the matching 12d Synergy folder with the right attributes, so the civil team is not waiting for someone to forward a link. Keeping that inbound library separate from the published library makes it clear which direction each document is travelling and who owns it.
Security and control
CDE Sync™ streams files directly from 12d Synergy to SharePoint without storing them. Data is encrypted in transit and processed in the Azure region you choose. Each system keeps its own permissions, and only the folders you configure are moved. Utopia Digital holds SOC 2 Type II and Cyber Essentials, with the detail on the Security Trust Portal.
12d Synergy, SharePoint and the Utopiaverse™
A 12d Synergy to SharePoint connection is part of the Utopiaverse™, Utopia Digital's connected record across every platform. CDE Sync™ keeps systems aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles platform changes and CDE Archive™ captures completed projects. AI Insights then searches civil and business content together, with answers that cite the source files. The 12d Synergy and SharePoint integration pages have more, and How Do I Connect 12d Synergy and ProjectWise? covers the authority side.
Book into the monthly live demo, or talk to the team about connecting 12d Synergy and SharePoint.
