You connect Procore and Microsoft SharePoint with an integration that copies documents, drawings, versions and metadata between a Procore project and SharePoint libraries on a schedule. CDE Sync™ sets this up through a no-code wizard, maps Procore fields to SharePoint columns and records every transfer, so office and business teams can reach current project information without working inside Procore.
Why builders connect Procore and SharePoint
Procore runs the construction project: drawings, documents, RFIs, submittals and site records. SharePoint runs the business: estimating, commercial, legal, safety, quality and leadership. Those teams need project documents too, and many organisations prefer to keep a copy of each project in their own Microsoft 365 environment under their own retention rules.
Without an integration, project administrators export from Procore and upload into SharePoint periodically. The copies go out of date quickly, metadata is lost, and there is no reliable way to show which version the business was looking at on a given day.
What the integration carries
CDE Sync™ moves documents and drawings with their version history and maps Procore fields, such as revision, status and document number, into SharePoint metadata columns. You decide the folder structure in SharePoint. The connection can publish one way from Procore, or run in both directions so documents prepared in SharePoint, such as specifications or management plans, land in Procore without manual upload.
Every transfer is logged with the rule that triggered it, giving document control and audit teams a clear record.
How to connect Procore and SharePoint, step by step
Agree the purpose: a business-facing copy, a records copy, or a two-way working connection.
Set up the SharePoint site and libraries with columns for the Procore fields you want to keep.
Arrange a Procore service account with access to the relevant projects and a SharePoint service account for the target site.
Connect both in the CDE Sync™ wizard.
Choose the Procore folders and SharePoint libraries, then map fields to columns.
Set the direction and schedule, test on one folder and check the results in SharePoint.
Extend the scope across projects once the pattern is confirmed.
Deciding what the business needs to see
Not every Procore document belongs in SharePoint, and agreeing the scope early keeps the copy useful. Commercial teams usually need contracts, variations and progress documents. Safety and quality teams need management plans, inspection records and certificates. Leadership often wants a short set of reports. Asking each group what it actually uses avoids filling SharePoint with drawings nobody outside the project opens. Once the scope is clear, set up SharePoint libraries for each audience and point the matching Procore folders at them. Keeping a simple record of which folders feed which library makes it easy to adjust the connection when a team's needs change, and it gives new staff a quick way to understand where project information comes from.
Rolling out across many projects
Builders with many live projects usually want the same Procore to SharePoint pattern on each one. Once the mapping is agreed, it can be reused for new projects, and CDE Sync™ scales to the number of projects without extra infrastructure. This also supports setting up new projects faster, because the SharePoint structure and the connection can be stood up together.
Security and control
CDE Sync™ streams files directly from Procore to SharePoint without storing them. Data is encrypted in transit and processed in the Azure region you choose. Procore and SharePoint each keep their own permissions. Utopia Digital holds SOC 2 Type II and Cyber Essentials, with the detail on the Security Trust Portal.
Procore, SharePoint and the Utopiaverse™
Connecting Procore and SharePoint adds both to the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps them aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles moves onto or off Procore and CDE Archive™ captures completed projects. AI Insights then searches Procore and SharePoint content together. The Procore and SharePoint integration pages have more, and How Do I Connect Procore and Autodesk Forma? covers the design side.
Book into the monthly live demo, or talk to the team about connecting Procore and SharePoint.
