simPRO to Google Drive integration FAQs

simPRO to Google Drive integration FAQs



This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed here please write to us at support@syncezy.com


About the simPRO to Google Drive integration

Please also visit our Integration Menu Overview article to learn more about each and every menu of this integration.

How often does the sync run?

Every 30 minutes. This is currently a one-way sync from simPRO to Google Drive.

Can I rename file names when they're in my Google Drive account?

Yes, you can rename the file within your cloud storage account. When you rename it, it will only update in Google Drive and not in simPRO.​  The integration is one-way, meaning it only pushes from simPRO out to Google Drive.

Can I rename my files in simPRO and they'll update in my Google Drive account?

If the file name is changed in simPRO, when it is transferred to Google Drive it will create a new file with the new name.  If the same file is updated in simPRO it will update the existing file in Google Drive.

Can I connect to Shared Drives in Google Drive ?

Currently you can only Sync to My Drive and a Root level folder in My Drive, Google Shared Drives are not supported.

Can I move my files around in simPRO folders?

You can move files in simPRO, the integration will automatically add the files in the new location, but it won’t delete from the old location so you may have duplicate files.  If you are doing a big reorganization in simPRO we recommend you delete from Google Drive and reorganize in simPRO, this will put a clean copy back.

Just found that my Job Folder in simPRO is messy, how do I clean and trigger a resync?

Just delete the Job folder out of Google Drive and reorganize simPRO as you need before the 30 minute mark.

I have received a new version of a Drawing / Plan, How do I add it?

  1. If the new file has a different name for example GroundFloor_Elevation_Rev_2.pdf this can be added directly to the folder in simPRO and it would be synced to Google Drive. 
  2. If the file has the same name, you can delete the old file in simPRO and add the new file in the folder and the sync will replace the old file in Google Drive.

Do the files transferred into Google Drive count towards my Google Drive storage limits?

Yes, all files & folders synced across from simPRO will count towards your file storage limits. Most file storage limits are quite generous so you shouldn't find this a problem.

How long does it take to transfer my files across?

The integration syncs every 30 minutes as long as the Job has been edited and saved. This can be any edit (ie. adding a full stop to the private note) not just edits to the attachments area. 
Occasionally due to transfer limits the sync can be delayed if hundreds of files are changed. We don’t lose any changes as based on the simPRO changes the sync will eventually catch up at the following sync.

What triggers the files being transferred?

Once you have made changes to a Job / Quote / Site and hit save, the files will be synced in a 30 minute window. (ie. 9:00 , 9:30, 10:00  …)  

If I upload a file to my job folder in Google Drive, does it sync back into simPRO?

At this stage, the integration is a one-way sync only (simPRO to Google Drive).We are planning on introducing a two-way sync, Please reach out if you’d like to join our two-way sync waitlist. 

Where do I go to check the settings and billing details on my Google Drive integration?

You can view your settings configurations and any billing details by going to the SyncEzy Portal here. In the Portal, navigate to Plan Details to see billing details.

Is there a size limit on the images that transfer across?

The size limit will be dictated by which software you are integrating with and the max upload available. For simPRO, the limit is 80 MB.

Is there a limit on how many attachments can be sent in 24hrs? 

There are no limits.

Attachments from which modules can be integrated from simPRO ? 

Currently we can sync Jobs, Quotes and Sites.  We also plan to add additional modules to the sync like Employees, Assets, Plant & Equipment etc. Please contact us if you would like these added.

Can I change the Google Drive account?

Yes, login to your SyncEzy account at https://integrations.syncezy.com/
Choose the integration you’d like to edit and “Reset Credentials” from the left menu. This will reset your credentials on both sides and you can reconnect the simPRO and Google Drive to a different account.  The sync will start again from scratch and resync all your files from simPRO to Google Drive.

Can I customize what is sent over from simPRO to Google Drive?

At this stage you can’t customize what is sent over, or limit only certain files and folders to be sent over, everything from simPRO attachments will be sent over to cloud storage.

Can I change the file structure of where the data is stored?

No, for the reliability of the integration to be maintained we can’t change where the data is stored in the folders.
The system will follow the following structure:

Syncezy.simprosuite.com  (your simPRO URL- Top level folder)
Jobs
J123
J234
J345
Quotes
Q123
Q234
Q345
Sites
S123
S234
S345

Second level folder


      Job Folders
                  

                        Folders inside a job folder

                              

Other questions

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

Have you done this before and what about the security of data?

Yes, we have. We have been building integrations for the last eight years with over 50 integrations built across various systems. All our communication between systems is fully encrypted.




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