How to Install

To install this app, go to Freshdesk > Admin > Support Operations > Apps > Search for “Freshdesk to SimPRO” and install the application.

After installation, the settings page will appear.

Configuration Details

Admin Email

Enter the email address of the administrator user. Alternatively, you can also enter the email of anyone in your organization. This will help us to communicate with you.

Freshdesk subdomain

This is used to connect your Freshdesk account with your simPRO build URL.

For example, https://syncezy-help.freshdesk.com/a/tickets/. In this example, we choose “syncezy-help” as the value to enter.

Freshdesk Api Key

To generate the SimPRO API key, go to Profile Settings >Your API.

You will see an “Access Token” at the bottom of your created key. This value should be copied and pasted into the Freshdesk API Key section of this configuration.

Default Site ID

Here you need to set the Default Site ID to create a Quote or a Job. A Site and a Customer are mandatory fields for creating a Quote or Job. In the event the Customer does not have a Site, the Default Site configured will be linked to the Quote/Job instead.

You will need to create a default site in simPRO, retrieve the Site ID and then add the ID in this field. You can also choose another Site if you wish, simply add that Site’s ID in this field.

Note: In the event you have a Multi-company setup, you will need to enter multiple site IDs separated by a comma. For example, in Company A the default site ID is 1234 and in Company B the default site ID is 9876. So the value here will be 1234,9876.

SimPRO Domain Prefix

This is used to connect your Freshdesk account with your simPRO build URL.

For example, www.syncezy.simprosuite.com. In this example, we choose “syncezy” as the value to enter.

Multi Company

This field is used to enable Multi Company syncing. Only “Yes” or “No” are acceptable values. Type Yes if you want to configure simPRO Multi Company, Type No if you don’t or if you have a single company.

SimPRO Companies

If you don’t have a multi-company setup, enter 0 - company name here (eg. 0 - SyncEzy). If you wish to link only one company, you will need to enter the company ID - company name (eg. 4 - SyncEzy).

If you have a multi-company setup in simPRO, enter in this format: company ID - company name (eg. 6 - SyncEzy). For more companies, add the same with a comma separator (eg. 6 - SyncEzy, 7 - Zoho,..., etc). 

simPRO Company IDs can be found by going to simPRO > Setup > Company

Note: Avoid using commas and dashes in the company name as these are specifically used as delimiters.

SimPRO API Key

To generate the SimPRO API key, go to Setup > API > Applications > Create Application. The values will be as follows:

Company: <Your Company Name>

Name: SimPRO Integration by SyncEzy

Redirect URI: /oauth2/accessCode (leave it as it is)

Email Address: <Your Email>

Description: SimPRO Integration by SyncEzy API Key

Notes: <blank>

Authentication Method: API Key

Click Create. You will see an “Access Token” at the bottom of your created key. This value should be copied and pasted into the SimPRO API Key section of this configuration.

Default Customer Type [Companies/Individuals]:

In this option, you have to set the value as Companies or Individuals. This defines the customer type to be created from the extension, Company Customer or Individual Customer.

Default Project Type [Service/Project]:

In this option, you have to set the value as Service or Project. This defines the Quote/Job type to be created from the extension, a Service Quote/Job or Project Quote/Job.

Final Touches

Your configuration page should look something like this after it is done. It may vary depending on your inputs.

Once the setup is complete, the extension will appear as below, on the side of the ticket. Click the logo if you can’t see it.