SharePoint - BuildVision

Connect SharePoint and you can copy a project’s files out of BuildVision into your own document libraries, where your estimators already work.

Connecting SharePoint is an organization admin task. You’ll find it in Settings > Integrations, under Files. Anyone on your team can send files once the connection exists.

BuildVision writes copies. Your files stay in BuildVision, and nothing is read back out of SharePoint.

Choose how BuildVision connects

The choice changes whose name appears on the files in SharePoint, and how long the connection lasts.

	Sign in with Microsoft	Company-wide
Who SharePoint shows as the author	You	BuildVision
Where files can go	Sites you can already open yourself	Sites your tenant has granted
Setup	You sign in	A Microsoft 365 global administrator approves BuildVision once
Lasts	Stops working if your Microsoft account changes	Does not depend on any one person staying

Both methods need a Microsoft 365 administrator’s approval the first time, because reading your sites and writing files are permissions Microsoft reserves for admin consent. If sign-in ends with a message about needing admin approval, that’s what happened. After an admin approves BuildVision once, anyone can sign in.

Connect

Open the integration

Go to Settings > Integrations and select SharePoint.

Choose a method

Pick Sign in with Microsoft or Company-wide. Company-wide also asks for your Microsoft directory (tenant) ID, which your administrator finds on the Microsoft Entra ID overview page.

Approve BuildVision

Follow the Microsoft screen. For Sign in with Microsoft, sign in with a work account. For Company-wide, your administrator approves BuildVision for the whole tenant.

You're connected

BuildVision returns you to the SharePoint page and shows the connection as Connected.

Send a project’s files

Select the files

Open a project and go to Files. Select the files you want to send. The header checkbox selects everything currently shown, so filtering the list first is a quick way to send one trade or one phase.

Choose Send to SharePoint

Select Send to SharePoint in the bar that appears.

Pick a destination

Choose a site, then a document library, then a folder. Leave Create a project folder selected to put the files in a subfolder named after the project.

Send

BuildVision reports how many files arrived and links to the folder in SharePoint.

Send up to 25 files at a time.

What happens to files already there

Sending the same file twice replaces the earlier copy rather than creating a second one, so re-sending a project after an addendum keeps one copy of each file. If two selected files share a name, BuildVision numbers the second one rather than overwriting it. Leaving Create a project folder selected keeps projects apart. Without it, two projects with a file of the same name write to the same place.

Disconnect

Open Settings > Integrations, select SharePoint, and disconnect. Files already copied into SharePoint stay where they are.