Zoho Desk to Simpro (Standalone) Overview and Setup Guide
Summary
Functions
Overview
- Create a New Quote or a New Job or Convert a Quote to a Job in Simpro.
- Link ticket to an existing Job or Quote in Simpro. Ticket information and link is stored in the Activity Timeline of the Quote/Job.
- Transfer ticket information to the Quote/Job such as the description and automatically lookup the Customer and Site in Simpro from the customer's email ID in the Desk ticket.
- Sites will also be checked against the customer and associated with the Quote/Job. If there are no sites, a default site is associated.
- Choose the Site associated with the customer
- Creates new customers if not found in Simpro using the email address, phone number and name from Desk.
- Simpro Multicompany support. Choose the company from the dropdown list to send a Quote/Job to that company in Simpro.
- Update the Simpro Quote Status based on Desk Ticket Status.
Workflow Chart
Installation and Configuration Details
General Settings
Setting permissions
Once installed, you will be prompted to select the Department and Profiles to whom this extension will be visible. Choose the options you want, agree to the terms of use and click Install.
Authorise Zoho account
Once the extension is installed, it will take you to the Extension details screen.
You will get a popup on the top right corner asking you to authorize your account for Zoho OAuth service. Click on Authorize and accept the permissions requested in the window that opens.
You should get a success message in the corner when this is done.
Configuration Details
Default Site ID
Here you need to set the Default Site ID to create a Quote or a Job. A Site and a Customer are mandatory fields for creating a Quote or Job. In the event the Customer does not have a Site, the Default Site configured will be linked to the Quote/Job instead
You will need to create a default site in Simpro, retrieve the Site ID and then add the ID in this field. You can also choose another Site if you wish, simply add that Site’s ID in this field.
___________.simprosuite.com (Simpro Domain Prefix)
This is used to connect your Zoho Desk account with your Simpro build URL.
For example, www.syncezy.simprosuite.com. In this example, we choose “syncezy” as the value to enter.
Syncezy._____________.com (Simpro Domain)
Multi Company [Yes/No]
This field is used to enable Multi Company syncing. Only “Yes” or “No” are acceptable values. Yes if you want to configure Simpro Multi Company, No if you don’t or if you have a single company.
Simpro Companies (ID - Names) exp [2 - Sydney, 3 - Melbourne]
If you don’t have a multi-company setup, enter 0 - company name here. If you wish to link only one company, you will need to enter the company ID - company name (eg. 4 - SyncEzy).
If you have multi-company in Simpro, enter in this format: company ID - company name (eg. 6 - SyncEzy). For more companies, add the same with a comma separator (eg. 6 - SyncEzy, 7 - Zoho,..., etc).
Simpro Company IDs can be found by going to Simpro > Setup > Company
Note: Avoid using commas and dashes in the company name as these are specifically used as delimiters.
Simpro API Key - Simpro->Setup->API->Application [xxxxyyyy123xxxyyy]
This helps us to communicate with Simpro. Navigate Simpro->Setup->API->Application > Create Application. Enter the following values:
Company: <Your company name>
Name: Zoho Desk Authentication
Redirect URI: https://desk.zoho.com / https://desk.zoho.com.au / https://desk.zoho.eu (depending on your Desk domain)
Email Address: <Your Email Address>
Description: Client application for Desk-Simpro
Authentication method: API Key
You have to copy the API Key and paste it into this field in the configuration. You can also write to support@syncezy.com if you need help with this.
Default Customer Type [Companies/Individuals]:
In this option, you have to set the value as Companies or Individuals. This defines the customer type to be created from the extension, Company Customer or Individual Customer.
Default Project Type [Service/Project]:
In this option, you have to set the value as Service or Project. This defines the Quote/Job type to be created from the extension, a Service Quote/Job or Project Quote/Job.
Default Customer Id
This setting is only used if the Create_Customer_Check value is "No". Any newly created Quote/Job will be linked with this default Customer and the default Site.
Create Customer in Simpro if email not found [Yes/No]
This setting is used to create a customer if not found in Simpro.
Update Simpro Status from Desk [Yes/No]
To enable the syncing of statuses between Zoho Desk and Simpro, select “Yes” as the option. Note: This will only work if the Desk status and Simpro status are worded exactly the same. It is not possible to associate different Desk statuses and Simpro statuses. For example – if you want to update the stage to “Quote: Converted to Job” in Simpro, your ticket should also have the status “Quote: Converted to Job”. There will be an “Update Status” button in the extension to send the update to Simpro.
Final Touches
Your configuration page should look similar to this after the entries are done. It may vary depending on your inputs.
Have a support question?
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