simPRO to Google Drive (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 Google Drive integration.
Details
simPRO-URL
This is the URL of your connected simPRO account.
Company ID
This is the connected simPRO company Id.
Auto Generate Text File
Enabling these toggles will automatically convert simPRO job/site/quote to a text file and save it into Google Drive folder location for better search and discoverability.
Sync Site Attachments
Turning on this will create a folder for every site and sync the attachments associated with the Sites.
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
That is where you enter the email to 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 simPRO to Google Drive 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 everyday and you will be able to see when it starts and when it completes.
Storage Configuration
This is where you setup the destination folder for Google Drive in order to sync the data from the simPRO.
Your Primary folder name : This is Top level folder in which all the files will be Syncing. You may rename this folder at the time of Integration setup if you wish to.
Your Sub folder name: This will be the folder under the Primary folder. You may rename this folder at the time of Integration setup if you wish to.
File structure name: You can provide a fixed file structure naming to all your files from simPRO to Google Drive. You can also add four dynamic values - Title, Uploaders Name, Date and Time of upload, File Name. The parameters are given in the top left corner.
Example: You want the file name to be the uploader's name and file name. In simPRO, the file name is 1234 and the uploader is John. So if you write #FileName_#UploadersName, the file name in Google Drive will be 1234_John.
Root Folder
This is where you can rename the root folder name in which all the data is syncing.
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 the Integration name you purchased.
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 Google Drive 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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