Overview & background
Fieldwire users on a Business or Premier Subscription have the option to set up 2-way syncs between their Fieldwire projects and Box, Dropbox, and/or OneDrive accounts. This type of sync allows Fieldwire to automatically upload individual or entire sets of plans and files into your Fieldwire account whenever you add those files to your Box, Dropbox, or OneDrive. Additionally, any changes made to plans, files, or photos, in Fieldwire automatically update the files they correspond to in Box, Dropbox, or OneDrive. Setting up a 2-way sync essentially creates two sets of "mirrored" project files in Fieldwire and your cloud storage platform.
Note: 2-way syncing connects your cloud storage platform(s) to individual Fieldwire projects, rather than your entire Fieldwire account. This means you can connect one Box account to one project and a different Box, Dropbox, or OneDrive account to another project in the same Fieldwire account. You can also connect the same Box, Dropbox, or OneDrive account to all of your projects if you choose, but you'll need to establish the connection (by following the steps below) in each project.
How to Set-Up the 2-Way Sync in a Project
To set up a 2-way sync between one of your Fieldwire projects and a Box, Dropbox, or Onedrive, account, please follow these steps:
|1. Click on '+ New plan'|
|2. Select Dropbox, Box, or OneDrive:|
A new tab will open, where you'll be prompted to enter your login credentials for the cloud storage platform you selected. Enter the pertinent credentials for the Box, Dropbox, or OneDrive account you want to connect to Fieldwire. You'll know that's successful if you see a new Box, Dropbox, or OneDrive button at the top of your plans page:
Check the Connection
The 'Dropbox' (Or Box, or OneDrive) button indicates that you've set up your sync. Click on this button to see the last 'push & pull' to and from the synced program to your Fieldwire account:
The Last 'pull' is when information is updated in Fieldwire and then "pulled" to update the corresponding files in Box, Dropbox, or OneDrive.
The last 'push' is when information is updated in Box, Dropbox, or OneDrive and then "pushed" to update the corresponding files in Fieldwire.
Please note that the most recent pushes & pulls refer to any project that has recently synced, rather than the specific project you are viewing. It's possible that the project you are viewing is still in the queue and has yet to be synced.
Tip: To force an immediate update (sync) on any particular project, add a quick markup to any plan. This will initiate Box, Dropbox, or OneDrive to force a "pull" from Fieldwire.
How does this look in Box, Dropbox, or OneDrive?
The first time you set-up the 2-Way sync in a project, a 'Fieldwire' folder is automatically created in Box, Dropbox, or Onedrive.
Subsequently, each project you connect to Box, Dropbox, or Onedrive will automatically create a project folder within the 'Fieldwire' folder. Within each project folder, you'll find separate folders for Plans, Photos, Files, and As-Builts:
Plans & Files: 2-Way Sync
When you add new plan sheets to the Plans folder of the project in Box, Dropbox, or OneDrive, they'll automatically push to Fieldwire. If you upload plans to Fieldwire, they will pull to the Plans folder in the connected cloud storage platform. Similarly, if you add content to the 'Files' folder in Box, Dropbox, or OneDrive it will push to Fieldwire and vice-versa. If you'd like to upload plans through your cloud storage platform, upload single-page files (as opposed to multipage).
Tip: You can add new versions of plans by adding them to Box, Dropbox, or Onedrive - make sure that the file name of the new version matches the existing version and choose to 'Replace' the file. You can check the version history of your plans by selecting the 'Version History' option in your cloud storage system:
Tip: You can create one set of subfolders within the 'Plans' or 'Files' folder in your connected Box, Dropbox, or OneDrive account. The Plans or Files folders will automatically create those subfolder within Fieldwire.
Tip: Typically, it is best practice to pick one upload method and to stick with it once the 2-way sync is set-up. For example, if you upload plans through Fieldwire, continue to upload plans through Fieldwire.
Note: Since this is 2-way sync, any name edits or plan deletions in one program will automatically occur in the other program. The same is true for Files.
Note: Plans and Files that are stored under the ‘All Plans’ or 'All Files' folders in Fieldwire will appear as ‘loose files’ in the cloud storage of your choice. To Organize these, create a folder in Fieldwire or your cloud storage platform and move the 'loose files' into it.
|Files stored under 'All Files' in Fieldwire:||How the files appear in Cloud Storage (OneDrive)|
Photos & As-Builts: 1-Way Sync
The Photos & As-Builts folders have a 1-way sync. When you add new photos to your Fieldwire project, the photos will push to the 'Photos' folder in the connected cloud storage platform. Copies of marked-up plans will push from Fieldwire to the As-Builts folder.
If content is added to the Photos or As-Builts folder in Box, Dropbox, or OneDrive, it will not push to Fieldwire. Any subfolders created in the Photos or As-Builts folders will not push to Fieldwire.
How to Disconnect
To disable the 2-way sync between Fieldwire and Box, Dropbox, or OneDrive for any given Project, click on the syncing button at the top of the Plans page and select the “Disconnect” option:
You can also disconnect from the 'Settings' tab of the project:
Note: If you reconnect to Box, Dropbox, or OneDrive again in the future, all of the existing data in Fieldwire will replace whatever data was previously stored in the “Fieldwire” folder of the Box, Dropbox, or OneDrive account you're connecting to. If you need to change the 'Sync Owner,' refer to this article.
How to Disconnect and Connect to a Different 2-Way Sync Account
In your source account (OneDrive, Box, or Dropbox), our 2-way sync connects Fieldwire as a 'connected application'. If you want to switch the Dropbox, Box, or OneDrive account your Fieldwire project(s) is connected to, you must delete the Fieldwire 'connected application' from your source account in order to establish the new connection, in addition to disconnecting in Fieldwire:
1. Follow the steps above on 'How to Disconnect' to disconnect on the Fieldwire side.
2. Log into your 2-way sync source account (OneDrive, Box, or Dropbox):
3. Navigate to the settings page:
4. Head to the 'Connected Apps' tab:
5. Click on Fieldwire:
6. Click on the disconnect option:
Note: The steps provided were given from a Dropbox account. However, the same principles apply for Box and Onedrive. Make sure to navigate to the Applications section and disconnect Fieldwire.
After you have disconnected Fieldwire as an application in your source account (OneDrive, Box, or Dropbox), you can follow the steps above on 'How to Set-Up the 2-Way Sync in a Project' to set up your new connection.
Please watch our tutorial video for more information on setting up a 2-Way sync between your Fieldwire Project and your preferred cloud storage platform:
FAQs & Troubleshooting
These articles provide more specific information about why content may not sync between Fieldwire and Dropbox / Box / OneDrive and how to easily resolve common issues: