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 Salesforce integration

How often does the sync run?

Every 30 minutes. This integration sync the data both ways, it is a two-way sync solution.

How long does it take to transfer my contacts 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 jobs 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 contact in Salesforce, does it sync back into simPRO?

Yes, it will sync.

Where do I go to check the settings and billing details on my Salesforce 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.

Can I change the Salesforce account?

Yes, login to your SyncEzy account at app.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 Salesforce to a different account.  The sync will start again from scratch and resync all your files from simPRO to Salesforce.

Can I customize what is sent over from simPRO to Salesforce?

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 will be sent over to Salesforce.

Other questions

Have a support question?

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.