This guide will give a detailed overview of every section and tab that you can find in your simPRO to OneDrive integration.
This is the URL of your connected simPRO account.
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 OneDrive 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.
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.
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).
In the Data view tab, you can view data related to the simPRO to OneDrive sync. You can also export them as an Excel spreadsheet.
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.
This is the folder name where your data will be synced in OneDrive. You can rename the root folder name in which all the data is syncing.
The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.
This is the name you signed up with on the integrations portal.
This is the email you signed up with on the integrations portal
This will always be the Integration name you purchased.
This is the code we use internally and it is related to the plan name.
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.
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.
The FAQ tab is a button that will link you to the simPRO to OneDrive FAQ
Have a support question?
We offer three support channels:
Phone - #1 for Support
AUS: +61 2 9136 9448
NZ: +64 9 303 2999
UK: +44 203 670 1109
US: +1 720 500 9302