simPRO Power BI Integration

simPRO to Power BI (One-way) Integration Overview


Summary

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

Details


Username

This is the email associated with the simPRO account you connected to get the simPRO Database Backup file.

URL

This is URL that you received from simPRO to fetch the database backup file.

Email

This is the email you signed up with to access the integration portal on integrations.syncezy.com

simPRO Last Backup Time

This is the timestamp to indicate when the latest backup was retrieved from simPRO.

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). 


Edit



Username

This is the email associated with the simPRO account you connected to get the simPRO Database Backup file.

Zip File Password

This is the password that you received from simPRO to access the database backup file.

File URL

This is the URL that you received from simPRO to fetch the database backup file.

Backup Running Time

This is the time when the backup will be running automatically. You can change it if you wish to.

Backup Timezone

The backup will be running in the set time zone. You can change the time zone if required.

Sync Status



In this tab, you can view the sync status - success or failure. The sync runs every day and you will be able to see when it starts and when it completes.

Sync Status Graph

This tab gives you a bar chart on how your sync is performing. In the X-axis, dates are mentioned and in the Y-axis, the number of minutes it took for a sync.




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.


Connection Details



To view connection details, click on the drop-down arrow to the right and then click Connection Details from the PowerBI side.

Database Host Name

This is SyncEzy's host server name that you need to use when connecting your database

Port Number

This is the port number associated with the database. The simPRO to PowerBI integration uses a PostgreSQL (ODBC) integration. 

Database Name

This is the name of the main database where all your simPRO tables will be hosted. This value is used when connecting to the database.

Database Username

This is the specific username associated with the database name to authorize access into the database.

Database Password

This is the specific password associated with the database name and database username to authorize access into the database.

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 will always be simPRO PowerBI Data backup.

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 simPRO to PowerBI 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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