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 firstname.lastname@example.org
Please also visit our Integration Menu Overview article to learn more about each and every menu of this integration.
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.
Every 5 minutes. This is a Two-way sync from simPRO to SharePoint.
Yes, you can rename the file within your cloud storage account and the same name will be synced to simPRO.
Yes, you can rename the file within your simPRO account and the same name will be synced to SharePoint
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 delete the Job folder out of SharePoint and reorganize simPRO as you need before the 30 minute mark.
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.
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 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.
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 …)
Yes, the file will be synced to simPRO.
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.
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.
There are no limits.
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.
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.
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.
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.