This comprehensive article will outline how to two-way sync contacts between iCloud and Procore.
Syncing iCloud contacts with Procore’s construction management platform ensures that key project stakeholders have access to up-to-date contact information. Construction projects involve numerous parties, including contractors, subcontractors, architects, engineers, and clients. By syncing iCloud contacts with Procore, project teams can easily access contact details for all involved parties, facilitating smoother communication and collaboration throughout the project lifecycle.
Thanks to this Two-way sync feature, you can:
- Two-way sync iCloud contacts with Procore.
- Update contacts simultaneously across the two platforms
- Without producing duplicates, CiraHub effortlessly syncs and moves data from iCloud to Procore.
This article will show you how to enable a two-way contact sync between iCloud and Procore.
Set Up a Two-Way Contact Sync Between iCloud and Procore
Create a Spoke for iCloud
- To two-way sync iCloud contacts with Procore, you’ll first need to log in to CiraHub. 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.
2. Next start the Hub and Spoke setup. Click on “iCloud ” 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.)
3. Enter your Apple ID and Password for your iCloud account.
4. Type in a Spoke name and click next.
5. Type in a Hub name and click Create.
6. Select the option to add an Additional Spoke.
Step 2: Create a Spoke for Procore
7. Select the option to add an Additional Spoke
8. Click on “CRMs” 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.)
9. Next, select Procore as the source type for your second contact spoke.
10. Click “Sign in” with Procore.
11. In order to two-way sync Procore contacts, sign in with your Procore Email and Password.
12. Type in a Spoke name and click next.
13. Type in a Hub name and click next.
14. Next, right-click your spoke, and select “Sync Options”.
15. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.
16. Click on “Sync now” to two-way sync SharePoint Procore Contacts. You can also edit your synchronization options for each of your spokes below.
Conclusion
The steps above have described how to two-way sync iCloud and Procore Contacts with CiraHub. CiraHub’s software makes it easy for anyone to quickly set up a multi-way CRM sync and more (i.e contact and calendar sync) for their company. Start your CiraHub trial today!
