Overview

The Customer and Asset Attachment Sync add-on enables SyncEzy to synchronize attachments between Simpro and SharePoint.

Customers can purchase the add-on for:

• Customer Attachment Sync
• Asset Attachment Sync
• Both Customer and Asset Attachment Sync

Once the add-on is enabled, you can add the Customer or Asset tool to the sync configuration to start synchronization.

What Does the Add-on Do?

The add-on synchronizes attachments associated with Customers and Assets between Simpro and SharePoint.

The integration creates a dedicated folder for each Customer or Asset in the configured SharePoint root location and stores the associated attachments inside that folder.

SharePoint Folder Structure

The folder structure will be:

Root Folder → Customer/Asset Folder → Attachments

The Customer or Asset folder name will be based on the folder naming configuration selected in SyncEzy.

How to Add Customer or Asset Attachment Sync

After the add-on has been enabled by SyncEzy:

1. Go to the SyncEzy sync configuration.
2. Click on "Automatic Setup" and select the Customer or Asset tool from dropdown.
3. Select the parent folder location on SharePoint.
   
4. Verify the location and click Add 
5. SyncEzy will begin processing the selected Customers or Assets.
   

Important: We recommend finalizing the Customer or Asset folder naming configuration from Settings tab before adding the tool to the sync.

If the folder naming configuration needs to be changed after the tool has been added, it is recommended to wait until the initial sync has completed before making the change.

Initial Sync

During the initial synchronization, SyncEzy will sync Customers or Assets that were last modified within 30 days of the initial sync time.

The associated attachments will then be synchronized to the corresponding SharePoint folder.

After the initial sync:

• Newly created Customers or Assets will automatically be detected.
• SyncEzy will create the corresponding folder in SharePoint.
• Attachments associated with the new Customer or Asset will be synchronized automatically.

Attachment Synchronization

All Customer and Asset attachments are synced two-way between Simpro and SharePoint.

1. New: Added attachments are synced automatically.
2. Updated: Changes are synced to the other platform.
3. Deleted: Deletions are synced to the other platform.

Important: Attachment synchronization follows the capabilities and limitations of both Simpro and SharePoint.

Sync Frequency

SyncEzy continuously checks for changes.

Changes are generally detected every 1–5 minutes.

If multiple changes are detected at the same time, they are added to a processing queue and synchronized in sequence.

The time required to process a change can vary depending on the size of the data being synchronized.

Folder Naming Configuration

The Customer or Asset folder name is determined by the Folder name configuration present under Settings tab in integration.

We recommend deciding on the required folder naming configuration before adding Customers or Assets to the sync.

If the configuration needs to be changed after synchronization has started, please wait for the initial synchronization to complete before changing the folder naming configuration.

Stopping Sync for an Individual Customer or Asset

If you no longer want to synchronize a specific Customer or Asset, you can remove that individual Customer or Asset from the sync configuration.

This option only stops synchronization for the specific Customer or Asset. It does not disable Customer or Asset attachment synchronization for the entire integration.

For instructions on removing an individual item from sync and how it functions, see:

How to Delete Individual Job from Sync

What Happens When an Individual Customer or Asset Is Removed?

Removing an individual Customer or Asset from the sync does not delete any data from Simpro or SharePoint.

The data remains intact on both platforms.

The associated SharePoint folder will instead be renamed by adding the prefix old_ to the folder name.

For example:

Customer 123 → old_Customer 123

This identifies the folder as an old folder and prevents it from being treated as an actively synchronized folder.

Important: The removal option only stops synchronization for the selected Customer or Asset. It does not stop the overall Customer or Asset attachment sync feature.

Important Notes and Limitations

• Customer and Asset Attachment Sync is an add-on feature and must be enabled for your account before it can be used.
• Customers can purchase Customer Attachment Sync, Asset Attachment Sync, or both.
• The respective tool must be added to the SyncEzy configuration after the add-on is enabled.
• The initial sync includes Customers or Assets last modified within 30 days of the initial sync time.
• Future newly created Customers or Assets will be synchronized automatically.
• Attachment synchronization is subject to the limitations and supported functionality of Simpro and SharePoint.
• Processing time may vary depending on the size of the data being synchronized.
• Removing an individual Customer or Asset from sync does not delete its data from either Simpro or SharePoint.
• The old_ prefix is added to the SharePoint folder when an individual Customer or Asset is removed from synchronization.

Recommended Setup

For the best experience, we recommend:

1. Decide whether you need Customer Attachment Sync, Asset Attachment Sync, or both.
2. Configure the required folder naming settings.
3. Enable the add-on.
4. Add the relevant Customer or Asset tool to your SyncEzy configuration.
5. Allow the initial synchronization to complete.
6. Allow SyncEzy to automatically process future Customer, Asset, and attachment changes.

This ensures that the folder structure is established according to your preferred configuration from the beginning.