simPRO to SharePoint (Two-way) integration FAQs

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

About the simPRO to SharePoint integration

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

Is this tool 100% web-based, or do we need to install an application on a desktop or server?

This is 100% web-based, we integrate the data directly into SharePoint via its API. Individual users do not have to install any SyncEzy apps to their local machines.

We’re going to be turning on multi-factor authentication in SharePoint. Will this cause any issues?

No, only the site admin has to authenticate SharePoint during the initial setup. Once set up the other users simply log in to their normal SharePoint / OneDrive / MS Teams account. The Two-factor authentication on users has no effect on the integration.

How often does the sync run?

Every 1 minute. This is a Two-way sync from simPRO to SharePoint.

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

Yes, you can rename the file within your cloud storage account and the same name will be synced to simPRO.

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

Yes, you can rename the file within your simPRO account and the same name will be synced to SharePoint

Can I move my files around in simPRO folders?

You can move files in simPRO (as longs as the file is being moved within the same job/quote/site), the integration will automatically add the files in the new location in SharePoint.

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 SharePoint and reorganize simPRO as you need before the 30 minute mark.

Why my Sharepoint site is not appearing while configuring the sync?

If you have recently created the Sharepoint site then SharePoint can take a few hours to index the site in its API. As long as permissions are correct, the site will appear in the list in some time. Usually a few hours but it can be upto 24 hours.

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

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 SharePoint.
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 SharePoint.

Do the files transferred into SharePoint count towards my SharePoint 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 1 minute 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 when the next sync runs. If the file is big, it can take some time to sync.

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

Yes, the file will be synced to simPRO.

Where do I go to check the settings and billing details on my SharePoint 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 connected simPRO/SharePoint accounts?

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

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

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 add files to SharePoint to sync them to simPRO right after adding the Job/Quote/Site to integration?

Once you have added a job to integration, you will need to wait for the initial sync to be completed. Initial sync can take a few minutes (Syncing typically takes around 1 minute, depending on the number of folder structures in your Job. For larger files, the process can take up to 24-48 hours).Once the initial sync is completed then you can add the data to either side to sync across. You will receive an email notification once the initial sync is completed for that particular added job.

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.

There is option if you would to select a single folder to sync all your jobs/quotes/sites or a separate folder for each job/quote/site.

simPRO to SharePoint integration