PropertyMe to simPRO Integration

PropertyMe to simPRO (One-way) Integration Overview



Summary

This guide will give a detailed overview of every section and tab that you can find in your PropertyMe to simPRO integration.

Details



PropertyMe-Username

This is the email associated with the PropertyMe account you connected to get the Properties detail.

PropertyMe-Portfolio Name

This is the connected portfolio name from your PropertyMe account.

simPRO URL

This is the URL of your connected simPRO account.

Company Id

This is the connected simPRO company Id.

Notification Email

You can Enable/Disable all email notifications with the help of this toggle.

Integration Name

This setting is to give a custom name to your integration.  Click on the pencil icon to edit and click save when you are done. You can enter 70 characters maximum.

Notification Emails

This is the email where you will receive notifications about your sync status. You can change it or add multiple emails (separate each email with a comma). 

Data View


 In the Data view tab, you can view data related to the PropertyMe to simPRO sync. You can also export them as an Excel spreadsheet.

Sync Status



In this tab, you can view the sync status - success or failure. The sync runs whenever you add a new property or make changes to existing properties.

Field Pairing



These are the paired Property fields for both accounts. You can also add/change and pair a new field against simPRO account. Please ensure to hit the Submit button after making changes.

Contact Pairing




These are the paired contact fields for both accounts. You can also add/change and pair a new field against simPRO account. Please ensure to hit the Submit button after making changes.

PropertyMe Configuration


This is where you configure the properties criteria and add a simPRO customer to sync over the properties.   

PropertyMe simPRO Configuration

This is the simPRO Id of the customer in simPRO where sites and contacts will be sent. Open the "Company Customer" in simPRO and take the Id from the URL.

1. Send all Properties to simPRO - Selecting this option will send all of your properties to simPRO from your connected PropertyMe account portfolio.
2. Only send Properties with a special label to simPRO - Selecting this option will only send the properties that are associated with the labels that you add here and are associated with the Properties in PropertyMe account. Please make sure to use the exact label/tag that you have used for properties in PropertyMe account.

Sync Now




Use the Sync Now button in this tab to trigger a manual sync. SyncEzy's integration will automatically sync this for you. This button needs to be pressed only for the very first sync or as a backup option.

Plan Details


The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.

Customer Name

This is the name you signed up with on the integrations portal.

Customer Email

This is the email you signed up with on the integrations portal

Plan Name

This is your integration plan name.

Plan Code

This is the code we use internally and it is related to the plan name.

Plan Price

This will show the amount you paid for the integration, depending on the plan tier and how long you have chosen to subscribe for.

Interval of Subscription and Interval - unit of subscription

These two fields are related and specify how many months or years you have opted to subscribe for.

Next Bill Date

This field specifies the next date you will be billed for the subscription.

Subscription Status

This field specifies whether your integration is live/trial or in other status.

Subscription ID and Subscription Number

These two fields are the references to your subscription. If you have any issues with your subscription, you can give either of these to SyncEzy's support team to help you check.

FAQ

The FAQ tab is a button that will link you to the PropertyMe to simPRO FAQ document.

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - # 1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302

Email - support@syncezy.com

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