SimPRO Power BI Integration FAQs

SimPRO Power BI Integration FAQs


This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.comYou can also dial any of the following numbers.

Australia: +61 2 9136 9448  
New Zealand: +64 9 303 2999
United Kingdom: +44 203 670 1109 
United States: +1 720 500 9302

General Questions

How often does the sync run?

The sync runs every night and extracts data from simPRO Backup and makes it available to connect from an external dashboard/reporting tool.


Can it be updated instantly?

No, At this stage, we’re limited by the frequency of simPRO’s database refresh which happens once every 24 hours.  We can fetch that data into our database once or twice a day but the original data refresh happens twice a day.


What sort of data can be extracted?

The entire simPRO database, all  510+ tables of it, is extracted and reportable on.   Every single thing that’s entered in simPRO is available through this connection.


Do I have to use PowerBI or can I connect using another software?

You can use this connection in any analytics/reporting program that accepts an ODBC database connection.  Typical examples include PowerBi, Tableau, Crystal reports, Klipfolio, Google Data Studio and more. We provide a connection file to directly connect to PowerBI. This has some structure and interlinking of tables done for you, you can add more.

What sort of reports can be created with the data?

Job Costings, Invoices to date, Payments, Operational efficiencies, Payroll reports, Project costings, leave reports, forward planning, a Map view of timesheets, User lists based reporting, historical user lists, Overtime reports and more.


PowerBI and other systems also allow for data from multiple sources to be blended together in a single dashboard, for example taking data from simPRO and Xero together to provide a comprehensive view of Invoices.


What if I have a multi-company account? 

The integration supports simPRO Multi-company out of the box.  In a multi-company setup, all companies use the same URL so the data is stored in a single database.


What if we’re a part of a franchise / Constellation setup?

We can support constellation setups as well in simPRO, This is where each franchisee has a separate URL for their simPRO account.  Please contact our team for details.


Does SyncEzy build the reports?

We don't build reports for you. 

We provide the connection and access to data in PowerBI. You can either build your own reports or there are external service companies who can build the reports/dashboards for you.  We can refer you to companies who understand simPRO and PowerBI very well.

Does SyncEzy provide support on the data model and tables in simPRO?

We provide an initial PowerBI .pbx file that has ~ 20 or so tables connected but we do not provide support on the simPRO data model or it’s structure.  We recommend working with consultants who know the simPRO data structure to help build the reports.  Depending on your query simPRO support themselves may be able to assist with some data model related queries.

Where is the Data Stored? 

The Data is stored in a SyncEzy PostGreSQL Database on SyncEzy’s AWS servers that you can connect to from any analytics program.  Look in your SyncEzy account to see the database connection details.


How secure is the sync?

Short answer: Very secure.

The longer answer, The API keys are encrypted at rest and all our communication with simPRO is through 256 Bit SSL connections.


For servers and back end infrastructure we use the same secure AWS infrastructure that is used by all the world’s leading organizations including simPRO, Procore, etc.

We also offer two-factor authentication for the admin users using the SyncEzy integration.


To know more about our SSL certification details see this link.

https://www.ssllabs.com/ssltest/analyze.html?d=integrations.syncezy.com&hideResults=on

We also offer two-factor authentication for the admin users using the SyncEzy integration


Where can I use this data? What systems can connect to this?

You can use this data in any analytics/reporting program that accepts a MySQL database connection.  Typical examples include PowerBi, Tableau, Crystal reports, Klipfolio and more.

Can data be directly linked to the Database or is an intermediary server required? 

As a part of the service, we provide instructions for a secure connection to our Database, Most analytics programs can connect to a SQL database which makes it simpler to connect and build reports.

Can additional tables be added to the Database?

Yes, if you are looking for a certain dataset that’s not available right now, please write to us and we can add additional tables to the database.

Are the tables indexed / Can you add more columns with specific queries to the table?

Yes, we have indexes on some of the tables where appropriate to improve performance. If you’d like us to add columns to the database they need to be generally relevant to all customers.  

Send us an email at support@syncezy.com  Where possible we try to accommodate all requests if the customization is generally applicable.  If what you need is very specific and very niche, we recommend you build your query in PowerBI.


Where can I install ODBC Drivers?

The SimPRO Power BI integration requires ODBC Drivers to be installed locally in your system. You can download it from this link: https://www.postgresql.org/ftp/odbc/versions/msi/


Note: You will have to install the largest file from the above link, it typically does not have an x64 or x86 in the name. The latest drivers can be found if you scroll all the way to the bottom of the page.



Once you install this, go to your Windows start button > search for "ODBC" > open "ODBC Data Sources (64-bit)" > Navigate to the Drivers section and check if the highlighted drivers appear.



If installing the above still doesn’t work, download the relevant drivers from the links below. Restart Power BI and try again.


https://www.nuget.org/downloads

https://dev.mysql.com/downloads/connector/odbc/

Accounts and Pricing

Do you offer a free trial?

Unfortunately, due to the amount of work involved in the initial setup, we are unable to offer a free trial.  We can however get together on a call and give you a live demo in as much detail as you need. If you have any specific questions feel free to reach out.


Are there any lock-in contracts?

No contracts, we do not have long-term or annual contracts. We earn our keep every month by providing integration as a service.


What is your pricing?

Please contact us to get pricing. Pricing is dependent on the size of the simPRO Database and the number of properties in the simPRO accounts (Real Estate Agent accounts) connected.


Our pricing is made up of two components: 

  1. The initial one-time setup.

  2. An ongoing monthly fee for the number of properties synced.


Connection Instructions


Pre-made connections and template file


SyncEzy has prepared a template file for the SimPRO-PowerBI connection. This document has about 50 of the most important SimPRO tables, along with relationships built between tables. You can write to support@syncezy.com to request for the template file.

If you did not find what you needed and wish to connect on your own, please refer to the instructions below on how to connect it yourself.


How to connect SimPRO from PowerBI from scratch

The setup instructions for SimPRO and Power BI can be found in this document.

Have a support question?

We offer three support channels: 


Email - Email support: support@syncezy.com

Phone - Phone: # 1 for Support

   AUS: +61 2 9136 9448

   NZ: +64 9 303 2999

   UK: +44 203 670 1109

   US: +1 720 500 9302


Chat - Live Chat (AEST Business hours) from within your integration portal.  





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