CDE Sync™ + Microsoft SharePoint.

Overview: 

Most organisations run SharePoint for internal document management alongside a dedicated construction CDE for project delivery. CDE Sync™ keeps the two aligned automatically, so a document approved in one system doesn't need to be manually copied, renamed and re-tagged in the other. Retiring a platform altogether rather than running an ongoing sync? CDE Migrate™ handles that one-off move instead, preserving version history, metadata and audit trails intact. 

Who it's for: 

IT teams, Document Controllers, Information Managers, Digital Engineering Teams, and Project Managers running SharePoint alongside a construction CDE. 

What CDE Sync™ does for Microsoft SharePoint users: 

• Synchronises documents, folder structures and metadata between SharePoint and every other connected CDE 

• Keeps version history intact, so SharePoint's version control stays trustworthy against the source platform 

• Maps SharePoint columns to your target platform's metadata schema automatically 

• Fits naturally into organisations already standardised on Microsoft 365 and Azure 

• Pairs with Issues Sync™ to keep issues, RFIs and defects raised in SharePoint connected across every other CDE on your project 

How it connects: 

CDE Sync™ connects to SharePoint through your organisation's Microsoft Entra ID, using the same identity your team already signs in with. No separate credentials to manage. 

Also syncs with:

Autodesk Forma (BIM360/ACC), Bentley ProjectWise, Microsoft SharePoint, Procore, Oracle Aconex, 12d Synergy, Asite, InEight, Trimble, Bluebeam, Egnyte, Dalux, RIB, Network Servers, and Azure Blob.

Security:

Built on Microsoft Azure and hosted in your choice of data region to meet residency and sovereignty requirements, see our Global Data Regions map. SOC 2 Type II certified, full detail on our Security & Trust Portal.

• SOC 2 Type II certified

• Cyber Essentials certified

• Zero file persistence – data streams between your network server and the target CDE, and is never stored or cached

• Outbound-only connection from your network, minimising attack surface for classified and on-premises environments

• Full audit logging of every file and metadata change for traceability and compliance

FAQs: 

Can SharePoint be the primary CDE, not just a secondary store?

> Yes, CDE Sync™ treats SharePoint as a full sync endpoint in either direction. 

Does this require a separate SharePoint license or app?

> No additional SharePoint licensing is required beyond your existing Microsoft 365 environment. 

Can we sync in both directions, or only one way?

> CDE Sync™ supports inbound, outbound and bi-directional syncs, configured per project. 

Does this affect our existing document libraries and permissions?

> No, CDE Sync™ syncs alongside your existing structure without changing user permissions in SharePoint. 

What if we want to migrate off SharePoint entirely, not just sync?

> That's CDE Migrate™, our one-off migration service. It moves everything at once, preserving version history, metadata and audit trails, rather than keeping platforms continuously synchronised.