Managing Your Procore + zipBoard Integration: Project Sync, Permissions, and What’s Next

Managing Your Integration

Understanding the "Manage Integration" Button

The Manage Integration button in zipBoard provides quick access to your integration settings. From here, you can:

• View the current status of your Procore connection
• Modify document control workflows
• Re-authenticate or disable the integration if needed

Selective Project-Level Sync

Not every project needs the same level of document review. With selective sync, you can choose which Procore projects to connect with zipBoard—helping you reduce noise, keep teams focused, and ensure only relevant files flow into your review workflows:

• Choose which Procore projects to integrate with zipBoard
• Limit syncing to only relevant documents (like submittals, as-builts, or drawing packages) to reduce clutter and confusion., reducing clutter
• Adjust settings at any time based on project needs

Changing, Re-Authenticating, or Disabling the Integration

Changing Integration Settings

If your team structure or project requirements change, you can update your integration settings by:

1. Navigating to the Manage Integration panel

   

2. Selecting the Procore account or project you want to modify

3. Adjusting sync preferences accordingly

   

Re-Authenticating the Integration

If your integration encounters an authentication issue, you may need to reconnect zipBoard to Procore:

1. Click Manage Integration
2. Select Re-Authenticate
3. Follow the authentication prompts to restore the connection

Disabling the Integration

If you need to temporarily or permanently disconnect Procore from zipBoard:

1. Go to Manage Integration
2. Click Disable Integration
3. Confirm your action—this will stop document syncing but retain previously imported files

UI Improvements and Enhancements

We’ve made several updates to improve your experience managing integrations:

• Streamlined Navigation – Easier access to project settings
• Improved Sync Logs – Track document syncing history for better transparency
• Customizable Permissions – Control who can manage integration settings

What's Coming Next?

We’re building features that make the integration even more powerful:

• Existing Docs Sync – Bring over previously uploaded drawing sets, submittals, specs from Procore into zipBoard
• Two-Way Sync – Keep your Procore and zipBoard records always aligned
• Enhanced Automation – Create issues automatically from document changes or status updates

Ready to Get Started with the Procore Integration?

Collaboration shouldn’t require downloads, email chains, or duplicate markups.

With zipBoard + Procore, reviews are streamlined, organized, and accessible to your entire project team.

• Check out our latest updates on the zipBoard Blog.
• Want a hands-on experience? Request a Demo and explore how zipBoard can streamline your workflows.
• Or start your 15-day Free Trial!

✅ READ MORE...

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👈 Setting Up and Managing the Procore Integration in zipBoard