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.

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.

Create Customer in simPRO if email not found [Yes/No]:

In this option, you have to set the value as Yes or No. This defines whether you want our extension to create a Customer in Simpro

Default Customer ID If the above option (Create Customer in Simpro) is No, please add one or more (comma separated) customer IDs as fallback IDs. If you do not add an ID, you may encounter an error. You can set this to "0" if the above setting is "Yes".

Update simPRO Status from Desk [Yes/No]

If you set this option as "Yes", you'll see a "Update Status" button in the extension. This will allow to update the Desk ticket status to Simpro status. However, please note that the statuses must have the EXACT naming in both systems for this to work. You can also set this to "No" if you don't want to set it.

Click Save when all the changes are done.