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Managing CDE integrations Follow

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Anthony Schuler
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Project administrators can connect cloud and shared location Revizto projects to Common Data environments (CDEs). This allows any project member who can sign in to the CDE access to the data stored in the CDE.

Note: To connect a cloud/shared location Revizto project to a CDE the user must be an administrator for both the Revizto project and the CDE. 

Managing Asite integrations

Project administrators can connect one Revizto project to one Asite project at a time.

Connecting Revizto projects to Asite projects

To connect a Revizto project to an Asite project:

  1. In the Revizto application, open a project.
  2. Go to Edit, and then click Integrations.
  3. Under Asite, click Connect project.
  4. Select your Asite region from the dropdown menu.

  5. Click Sign in.

    You will be prompted to sign in to Asite. If you signed in to Asite earlier, Revizto might skip this step.

    Troubleshooting: 

  1. Click Connect project.

This connects a Revizto project to an Asite project, giving you access to its files. To learn how to import sheets from the Asite project, see Importing sheets from CDE documents.

Disconnecting Revizto projects from Asite projects

Disconnecting a Revizto project from an Asite project will remove access to that project's files without signing you out of the Asite account connected to your Revizto account. 

To disconnect a Revizto project from an Asite project:

  1. In the Revizto application, open a project.
  2. Do one of the following:
    • Go to Edit, click Integrations and then, under Asite, click Disconnect.
    • Go to Docs, click  in the upper-right corner, select the integration folder, and click Disconnect. 
  3. Confirm the disconnection.

Managing ACC integrations (including BIM 360)

Revizto project administrators together with Autodesk Construction Cloud (ACC) administrators can connect Revizto projects to ACC and BIM 360 projects. Revizto projects can be connected to one ACC project at a time.  

Authorizing Revizto in ACC

Revizto needs to be authorized to connect with your ACC projects before a Revizto project can be connected. 

To authorize Revizto in ACC:

  1. Login to ACC as an account administrator and open your project.
  2. Click the home dropdown located at the top left of the page.
  3. Click Account Admin.
    • ACC "Account Administrator" access is different from "Project Admin" access, and is required to install apps and authorize data transfer. Existing ACC account administrators can add this access through Account Admin > Members and changing the access level to "Account Administrator" for ACC project members. 
  4. Click Apps and then click Revizto from the list of available apps.
  5. Click Add to Build.
  6. Click Authorize. 

Please refer to Autodesk's documentation for up to date instructions on installing integrations within ACC. 

Connecting Revizto projects to ACC projects

To connect your Revizto project with an ACC project:

  1. Open the Revizto application, and then open your project.
  2. Go to Edit, and then click Integrations.
  3. Under Autodesk Construction Cloud, click Connect project, and this will open a browser window and prompt you to sign into ACC.
    • If you signed into ACC earlier, Revizto might automatically connect without asking you to sign-in. If this happens you can skip to step 5. 
  4. Click Allow to authorize the connection with Revizto. 
  5. In the Revizto application, select the ACC account, and then select the project you want Revizto to connect to.
  6. Click Connect to ACC, then Continue on the confirmation screen.

This connects a Revizto project to an ACC project, giving you access to its files. To learn how to import sheets from the ACC project, see Importing sheets from CDE documents.

Disconnecting Revizto projects from ACC projects

Disconnecting a Revizto project from an ACC project will remove access to that project's files without signing you out of the ACC account connected to your Revizto account.

To disconnect a Revizto project from an ACC project:

  1. In the Revizto application, open a project.
  2. Do one of the following:
    • Go to Edit, click Integrations and then, under Autodesk Construction Cloud, click Disconnect.
    • Go to Docs, click home.png in the upper-right corner, select the integration folder, and click Disconnect.
  3. Confirm the disconnection.

Troubleshooting

Managing Box integrations

Project administrators can connect Revizto projects to multiple Box folders.

Connecting Revizto projects to Box folders

To connect a Revizto project to a Box folder:

  1. In the Revizto application, open a project.
  2. Go to Edit, and then click Integrations.

  3. Under Box, click Connect project or Connect new folder.

    You will be prompted to sign in to Box. If you signed in to Box earlier, Revizto might skip this step.

    Troubleshooting:

  4. Click the folder and then, in the upper-right corner, click Connect folder.

    This connects a Revizto project to a Box folder, giving you access to its files. To learn how to import sheets from the Box folder, see Importing sheets from CDE documents.

Disconnecting Revizto projects from Box folders

Disconnecting a Revizto project from a Box folder will remove access to that folder's files without signing you out of the Box account connected to your Revizto account.

To disconnect a Revizto project from a Box folder:

  1. In the Revizto application, open a project.
  2. Do one of the following:
    • Go to Edit and click Integrations. Under Box, select the folder that you want to disconnect, and then click Disconnect folder.
    • Go to Docs, click home.png in the upper-right corner, select the integration folder, and click Disconnect.
  3. Confirm the disconnection.

Managing Procore integrations

Project administrators that have "Admin" permissions in Procore can connect Revizto projects to Procore projects. This provides access to one or both of the following:

  • Managing Procore RFIs from Revizto.
  • Viewing Procore project documents from Revizto.

A Revizto project can be connected to one Procore project at a time.

Connecting Revizto projects to Procore projects

To connect a Revizto project to a Procore project:

  1. Install the Revizto app from the Procore Marketplace.
    • You can find the Revizto app while logged into your Procore account.
    • Procore admin permissions are required to install apps and authorize data transfer.
  2. In the Revizto application, open a project.
  3. Go to Edit, and then click Integrations.

  4. Under Procore, click Connect project.

    You will be prompted to sign in to Procore. If you signed in to Procore earlier, Revizto might skip this step.

    Troubleshooting:

  5. Select a Procore company and project.
  6. Select at least one of the following checkboxes:
    • RFI. Allow creation of Procore RFIs based on Revizto issues, elevating Revizto issues to Procore RFIs, and viewing RFI statuses in Revizto.
    • Access to project documents. Allow access to Procore project documents.

  7. Click Connect to Procore.

    This connects a Revizto project to a Procore project, giving you access to its files. To learn how to import sheets from the Procore project, see Importing sheets from CDE documents.

Editing Procore integration settings

To edit Procore integration settings:

  1. In the Revizto application, open a project.
  2. Go to Edit, and then click Integrations.

  3. Under Procore, click Edit.You will be prompted to sign in to Procore. If you signed in to Procore earlier, Revizto might skip this step.

    Troubleshooting:

  4. Edit the integration settings and click Apply.
  5. In the Confirmation window, click OK.

Disconnecting Revizto projects from Procore projects

Disconnecting a Revizto project from a Procore project will remove access to that project's files without signing you out of the Procore account connected to your Revizto account.

To disconnect a Revizto project from a Procore project:

  1. In Revizto application, open a project.
  2. Do one of the following:
    • Go to Edit, click Integrations and then, under Procore, click Disconnect.
    • Go to Docs, click home.png in the upper-right corner, select the integration folder, and click Disconnect.
  3. Confirm the disconnection.

Managing Microsoft SharePoint integrations

Project administrators can connect Revizto projects to multiple Microsoft SharePoint sites.

Connecting Revizto projects to Microsoft SharePoint sites

Connecting a Revizto project to a Microsoft SharePoint site does not provide access to its subsites. When you connect to a site, you can select the libraries that will be available in Revizto.

To connect a Revizto project to a Microsoft SharePoint site:

  1. In the Revizto application, open a project.
  2. Go to Edit, and then click Integrations.
  3. Under Microsoft SharePoint, click Connect project.

  4. Enter the SharePoint site address and click Continue.

    We recommend that you copy the address from a web browser.

    You will be prompted to sign in to Microsoft SharePoint. If you signed in to Microsoft SharePoint earlier, Revizto might skip this step.

    Troubleshooting:

  5. Select the libraries that you want to connect to your Revizto project.

  6. In the upper-right corner, click Connect project.

    This connects a Revizto project to a SharePoint site, giving you access to its files. To learn how to import SharePoint-hosted sheets, see Importing sheets from CDE documents.

Editing Microsoft SharePoint integration settings

To edit Microsoft SharePoint integration settings:

  1. In the Revizto application, open a project.
  2. Go to Edit, and then click Integrations.

  3. Under Microsoft SharePoint, click Settings.

    You will be prompted to sign in to Microsoft SharePoint. If you signed in to Microsoft SharePoint earlier, Revizto might skip this step.

    Troubleshooting:

  4. Edit the integration settings and click Apply.

Disconnecting Revizto projects from Microsoft SharePoint sites

Disconnecting a Revizto project from a SharePoint site will remove access to that site's files without signing you out of the SharePoint account connected to your Revizto account.

To disconnect a Revizto project from a Microsoft SharePoint site:

  1. In the Revizto application, open a project.
  2. Do one of the following:
    • Go to Edit, click Integrations and then, under Microsoft SharePoint, click Disconnect.
    • Go to Docs, click home.png in the upper-right corner, select the integration folder, and click Disconnect.
  3. Confirm the disconnection.

Signing out of integrations

While disconnecting a project will disconnect the Revizto project from the CDE project, it will not sign you out of the CDE account associated with your Revizto account. Disconnecting a project and signing out of the CDE account in Revizto are independent actions, so you can sign out of a CDE account separately from the project to change or reset the account. 

To sign out of the CDE account in Revizto:

  1. In the project, under your name, open My Account.
  2. Go to the Integrations tab. 
  3. Next to the relevant integration, click Sign out. 
  4. Confirm signing out. 

You will be signed out of the CDE account in Revizto. You can sign in again at any point from the My Account > Integrations menu.

Troubleshooting

Q: When I sign in to a CDE, the "Sign in to <CDE name>" dialog box does not disappear. If I click Cancel, I find that I am not signed in.

A: This can happen when your Revizto accounts in the application and at Revizto Workspace are different. Ensure that you sign in with the same account to the same region, and then try again.

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