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 email@example.com
About the simPRO to Zoho CRM integration
How often does the sync run?
Every 15 minutes. Accounts, Contacts, Sites, Quotes and Jobs are automatically synced to Zoho CRM within 15 minutes of creation in SimPRO. There is no automatic sync from Zoho CRM to SimPRO, but a “Send to SimPRO” button is available if you wish to manually transfer the data from Zoho to SimPRO.
What is included in the sync from SimPRO to Zoho CRM?
At this stage we sync the following data from SimPRO to the following module in Zoho CRM.
Zoho CRM Module
The above modules are the default inclusions. We also sync the following from SimPRO, if requested.
Quotes in Quotes module - this is done when a Quote needs to be linked to a master Opportunity in the Deals module.
What fields are synced from the SimPRO modules to Zoho CRM?
Our system is built in a way that we pair the fields between SimPRO and Zoho CRM. We take the API names from SimPRO and API names from Zoho CRM and couple them together in our app.syncezy.com portal. We generally include the default fields and SimPRO IDs but it is possible to pair custom fields in SimPRO to fields in Zoho CRM.
Can you sync record owners between SimPRO and Zoho CRM?
At this stage, how we pair record owners is limited to three modules - Accounts, Deals and Jobs. We have a mechanism called “Salesperson pairing” - this means that the assigned Salesperson is paired with a Zoho CRM user. If paired correctly, the owners of the Account, Deal or Job will be automatically synced based on the Salesperson assigned in SimPRO.
For any other modules, this is a manual process.
How long does it take to transfer my data across?
The integration syncs every 15-30 minutes as long as the Contact/Company/Site/Quote/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 fields.
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 records being transferred from SimPRO?
Once you have made changes (edit) to a Job / Quote / Site / Contact / Account or created a new record, the sync will trigger from our system.
At this stage, the integration is a one-way sync only (simPRO to Zoho CRM). It is possible to send a Contact, Account, Site, Quote or Job to SimPRO from Zoho with the aid of a “Send to SimPRO” custom button. It will only work if you click it. We do not have an automatic sync from Zoho CRM to SimPRO at this stage.
My data has failed to sync, what could be the issue?
There could be a variety of reasons why the data failed to sync. Here are some of the most common occurrences.
- Wrong data entry in SimPRO: SimPRO does not have any data validation. This means you can enter junk values such as text in phone number, invalid email addresses, unsupported characters such as emojis and so on. Zoho, however, is strict about the format of data in certain fields like Phone, Email, Currency fields and so on. So if the data is wrong in SimPRO, Zoho will reject it and the record will fail to sync. This can be rectified if the data entered is corrected.
- SyncEzy server issues or bugs: We may have some errors from our end as well. If you find that everything is correct, please contact us.
Where do I go to check the settings and billing details on my Zoho CRM integration?
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. Zoho CRM has different file storage limits and more can be purchased if required.
Is there a limit on how many attachments can be sent in 24hrs?
There are no limits.
Can I change the Zoho CRM account?
You can change the email address used to login to your Zoho Account. Go to accounts.zoho.com. Navigate to “My Email Addresses”, then add your email address. It will ask you for an OTP that is sent to your email address. Enter this OTP and click verify.
Go back to the “My Email Addresses” section in accounts.zoho.com. Next to the new email address, you will see a button that says “👑 Set as Primary Address”. Click on this and you will be able to access your Zoho CRM account with this newly set email address.
Can I customize what is sent over from simPRO to Zoho CRM?
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 Zoho CRM.
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
Have you done this before and what about the security of data?
Yes, we have. We have been building integrations since 2012 with over 50 integrations built across various systems. All our communication between systems is fully encrypted.