Overview:

We are introducing two key changes to enhance the user experience and streamline the integration process between SimPRO and SharePoint. These changes are designed to improve data visibility, reduce redundant folders, and simplify the setup process for syncing jobs, quotes, and sites.

1. Custom Field for SharePoint Folder URL

What’s New:
We've introduced a new custom field on the settings page for Jobs, Quotes, and Sites within Simpro. This field will display the direct URL to the SharePoint folder where the data for that specific job, quote, or site is being synced. 

Where It Will Appear:

• New Field Location: The custom field will be added to the settings page of the Job and Quote. For Sites and Customers it will appear under Custom tab
  For Jobs and Quotes
  

  
  
  
  For Sites and Customers
  
  
  

• Existing URL in Activity Notes: In addition, we will continue to display the SharePoint folder URL in the Activity Notes section on the job, quote, or site page. Many users may not have noticed this feature, but it’s been available and will make it even easier for you to monitor the sync location directly from the page.
  
  
  

Benefits:

• Direct Access to Sync Location: You can now directly view the folder URL without needing to navigate to the SyncEzy page.

• Access Control: Only users with appropriate SharePoint permissions will be able to view the folder content, ensuring your data remains secure.

• Improved Transparency: Helps users quickly verify the sync location, making it easier to track where the data for each job, quote, or site is being stored.

• Faster Troubleshooting: When troubleshooting sync issues, users can directly access the folder URL to check if the correct data is being uploaded to the right location.

2. Removal of Extra Folder Layer for syncing Jobs, Quotes, and Sites

What’s New:

Previous Functionality: Previously, the integration would automatically create a sub-folder named "Jobs," "Quotes," or "Sites" inside the primary sync folder you selected.

Impact on Existing Customers: For existing customers, the folder structure will remain as it is. If an existing customer wishes to adopt the new, streamlined structure, they will need to remove their current configuration for the specific job/quote/site and then re-add it.

How It Works:

• New Configuration: When adding a new configuration for job, quote, or site sync, the data will now sync directly to the selected folder without the additional "Jobs," "Quotes," or "Sites" subfolders.  However, you must choose a different folder for each data type (job, quote, site, or customer) that you wish to sync. 
  

• Existing Configurations: For current customers who already have the extra folder layers, the setup will remain as it is. If you would like to remove the extra layers, you will need to delete the current configuration and add a new one.
  

• Simplified Navigation: Eliminating the extra folder layer results in a cleaner and more intuitive folder structure in SharePoint, making it easier to locate synced data.

• Reduced Clicks: Users can access their synced files with fewer clicks, saving time and improving overall navigation experience.

• Customizable Structure: This change offers greater flexibility in organizing your SharePoint files, as the integration now directly respects your chosen sync folder without adding an intermediate layer.

• Improved Consistency: The direct sync ensures a more consistent and predictable folder path for all automatically synced Simpro entities.