simPRO to Safety Culture (Two-way) Integration Overview
Summary
This guide will give a detailed overview of every section and tab that you can find in your simPRO to Safety Culture integration.
Details
simPRO-Username
This is the URL of your connected simPRO account.
Company ID
This is the connected simPRO company Id.
Notification Email
Enabling this toggle will send email notifications of files sync.
Notification Emails
This is the email where you will receive the notifications about your sync status. You can change it or add multiple emails (separate each email with a comma).
Default Attachment Settings for new data uploaded from SharePoint to Safety Culture
Email - This will be set as the Default "Email" Property for new attachments when they are added to simPRO from Safety Culture.
Public - This will be set as the Default "Public" Property for new attachments when they are added to simPRO from Safety Culture.
Data View
In the Data view tab, you can view data related to the simPRO to Safety Culture 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 every minute and you will be able to see when it starts and when it completes.
Global Response Set
In this tab you can set/configure the parameter on how the simPRO job list will appear in Safety Culture. (Please ensure that the Global Response Set "simPRO Job List" is present in all templates where you intend to save inspections PDF to simPRO).
1. This field is to set the job list items structure (JobID is mandatory, you can add or remove #siteName #customerName according to your needs)
2. You can select the no. of days for which simPRO jobs need to be imported in Safety Culture. By default it is set to 365 days, which means with the initial sync we will import all the jobs with Pending and Progress status that have been created/modified in the last 365 days, after that, we only sync newly created jobs.
3. This button will not delete/update existing jobs in GRS at SafetyCulture. This will fetch and sync all the jobs that are not added in GRS for the days limit set. For instance, if you've reopened a job that was under "Completed" status during the initial synchronization but is now in a "Pending" or "In Progress" status, you can use this button to manually sync that job.
4. If you have made the changes to field 1 or 2 then you need click on "Reset" button to implement those changes to Safety Culture. As it will delete the old existing items and re-sync them.
3. This button will not delete/update existing jobs in GRS at SafetyCulture. This will fetch and sync all the jobs that are not added in GRS for the days limit set. For instance, if you've reopened a job that was under "Completed" status during the initial synchronization but is now in a "Pending" or "In Progress" status, you can use this button to manually sync that job.
4. If you have made the changes to field 1 or 2 then you need click on "Reset" button to implement those changes to Safety Culture. As it will delete the old existing items and re-sync them.
Field Pairing
In this tab, you can pair the simPRO fields (customer/site details and all the other fields shown in the screenshot above) to the Safety Culture questions in order to sync the data for an inspection report (Ensure that in Safety Culture the "Text Answer Type" is consistently applied to all fields, and use the precise question names in all your templates). You can also pair simPRO custom fields provided the relevant fields are also available in Safety Culture. Once done please click on "Submit" to save the pairing.
Please note that for the sync to function and successfully transfer PDF to simPRO, at least one field must be paired in Field Pairing and included in the inspection template questions.
Please note that for the sync to function and successfully transfer PDF to simPRO, at least one field must be paired in Field Pairing and included in the inspection template questions.
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.
FAQ
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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