How to remove specific Jobs/Quotes/Sites/Customers from Sync in Automatic Setup For Simpro SharePoint Integration
Why remove Individual Jobs from Sync?
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To prevent old or irrelevant jobs and quotes from syncing further.
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To improve sync efficiency by excluding unnecessary data.
How to remove Individual Jobs from Sync
Follow these steps to remove specific jobs, quotes, sites, or customers from the sync:
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Login to the SyncEzy portal
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Click on My Integrations and click on Details button
Navigate to the Configuration tab.
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Find the Delete Configuration panel (it will be in an accordion style). Click to expand it.
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Select the type of tool you want to delete from syncing: Job, Quote, Site, or Customer.
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From the list provided, select the specific jobs, quotes, sites, or customers id number you want to remove.
(The list will only show items that are currently actively syncing.) -
Click Delete
What Happens Next?
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The system will rename the associated folder in SharePoint by adding the prefix
old_to the folder name (for example,old_<job folder name>), marking it as an old folder. -
All data related to the selected job/quote/site/customer will be removed from the SyncEzy database, stopping any further syncing of that item.
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Importantly, no data will be deleted from Simpro or SharePoint; the data will remain intact on both platforms.
Important:
If you accidentally delete any job, quote, site, or customer from the sync data, please contact our Support Team immediately to assist with resyncing the data.
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