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How to Enable Two-Way CRM Contact Sync Between Procore and a User Mailbox Contact List. 

This article will outline how to enable two-way CRM contact sync with Procore and a User Mailbox Contact List. Cirahub consolidates numerous data sources from multiple platforms ensuring that the information remains consistent across devices and software. 

  1. First, 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. Calendar and Contact Selection
  2. Next start the Hub and Spoke setup. 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.) CRM Select Source Type of Contact Spoke
  3. Select Procore as the contact spoke type.
  4. Click “Sign in” with Procore.
  5. Sign in with your Procore Email and Password.
  6. Type in a Spoke name and click next.
  7. Type in a Hub name and click next.
  8. To add a User Mailbox Contact List to the Hub, Click on “Office 365 In my tenant” and select User Mailbox.   Select “User Mailbox” as the contact spoke type.  
  9. Select which User Mailbox you want to Sync.  Choose a User Mailbox to use as the sync source.
  10. Type in a Spoke name and click NEXT.  Type spoke names
  11. Next type in a “Hub Name” and click CREATE.  Type hub Names
  12. Next, right click your spoke, and select “Sync Options”.Sync Options
  13. 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. Allow Hub to Create and Sync
  14. Click on “Sync now” to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.

Learn More About CiraHub! 

CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft Office 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. For more information check out the FAQ page and our CiraHub Onboarding Guide.