simPRO to Google Drive (Two-way) Integration Overview

simPRO to Google Drive (Two-way) Integration Overview

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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 




SyncEzy-Email

This is the email associated with your SyncEzy account.

simPRO-Username

This is the URL of your connected simPRO account.

Company ID

This is the connected simPRO company Id.

GoogleDrive-Username

This is the email associated with connected GoogleDrive account.

Notification Email

Enabling this toggle will send email notifications of files sync.

Sync Deletes

Enabling this option will allow you to delete files from both systems if you delete it from one. If you delete a file from simPRO, it will delete it from GoogleDrive. If you delete a file from GoogleDrive, it will delete it from simPRO. If this option is disabled, deleted files will not be synced and you will have to manually remove it from the other system. You can of course increase or decrease the limit. Once the limit is hit, the sync will not delete any more files and the sync will email the administrator with the path of the files not deleted. The Sync deletes limit will reset after 24 hours. (Please note that the 24-hour deletion limit reset is based on the file deletion time, which means the 24-hour starts from the time you have deleted the file).


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).

Convert simPRO Data To Text  

Enabling these toggles will allow you to convert simPRO job/site/quote to a text file and save it into GoogleDrive folder for better search and discoverability. 

Default Attachment Settings for new data uploaded from GoogleDrive to simPRO

Email - This will be set as the Default "Email" Property for new attachments when they are added to simPRO from GoogleDrive.

Public - This will be set as the Default "Public" Property for new attachments when they are added to simPRO from GoogleDrive.

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.


How to setup the Sync: Configuration














The Configuration tab is where you will add your Jobs/Quotes/Sites and select the location in Google Drive you want to sync it to. You can add the project by clicking on "Add Project to Sync", once clicked please follow the below.

1. Select any of the available tools Jobs/Quotes/Sites that you would like to sync.
2. Select the GoogleDrive list where you would like sync the data to.
3. Navigate to the folder you want to sync to. Note: There will be a red text saying "You can't select this location" if you have selected an invalid location.
4. If a valid location is selected then you will have a button to select the location.
5. Click on the save button to add the project to sync.


File Manager

Under the File Manager tab, you can view your files in both simPRO and Google Drive.

Here is an overview of the File Manager menu, based on the updated integration with Google Drive:

  1. Select the tool to view files for Jobs/Quotes/Sites.
  2. Enter the tool number to view associated files.
  3. Click the search button to fetch files from the tool in simPRO and Google Drive.
  4. SimPRO tool link: This is a direct link to the specific tool's URL in simPRO.
  5. Left-side panel: Displays a list and count of all files associated with the tool in simPRO.
  6. Right-side panel: Displays a list and count of all files and folders from the corresponding Google Drive location.
  7. Sync status indicators:
    • A green tick means files/folders are synced and matching between simPRO and Google Drive.
    • A red cross means files/folders are not synced, and the unmatched items will be displayed in grey text on either the simPRO or Google Drive side.
  8. Manual sync button: Use this button to trigger a manual sync for the current folder. This is a backup option and should only be used if automatic syncing is not working.


Customer Name

  1. This is the name you signed up with on the integrations portal.

Customer Email

  1. This is the email you signed up with on the integrations portal

Plan Name

  1. This is your integration plan name.

Plan Code

Plan Price

  1. 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

Next Bill Date

  1. This field specifies the next date you will be billed for the subscription.

Subscription ID and Subscription Number

  1. 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

Have a support question?

  1. 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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