SharePoint
Handling of Special Characters in Simpro SharePoint Integration by Syncezy
Background: Special Character Restrictions in SharePoint When integrating SimPRO with SharePoint, one of the challenges arises from SharePoint's strict limitations on the characters allowed in file and folder names. These limitations are enforced by ...
New Feature: Separate Two-Way Sync for Project Jobs, Service Jobs, Project Quotes, and Service Quotes
We’re excited to announce an important update to our integration between SimPRO and SharePoint. Previously, the integration allowed syncing of Jobs and Quotes as a single category. Now, we’ve enhanced this feature to offer the ability to sync Project ...
New Features and Updates for SimPRO SharePoint 2-Way Integration
Overview: We are introducing few key changes to enhance the user experience and streamline the integration process between SimPRO and SharePoint. These changes are designed to improve data visibility, reduce redundant folders, and simplify the setup ...
How to Delete Individual Jobs from Sync in Autosync Configuration
When using Autosync configuration to sync jobs, quotes, sites, and customers between Simpro and SharePoint, there may be times when you want to stop syncing specific jobs or quotes. This is especially necessary if your account contains old jobs or ...
How to Authenticate SimPRO API Token (Advanced Method)
Overview Authenticating the SimPRO API token using the advanced method is safer and better. It helps tell apart what a user does from what the integration does. This makes it easier to track changes made by the integration. Using this method means ...
Creating a Service account in SharePoint with the right permissions.
Step-by-step Guide: Creating a Service Account And Selecting the right permissions in SharePoint 1. Login to your SharePoint administrator account and then click on Add User on the Home page. 2. Fill the basic required details and then click on Next. ...
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 here, please write to us at support@syncezy.com. About the SimPRO to SharePoint Integration Please also visit our ...
Essential Permissions in SharePoint to Get Started
Essential SharePoint site permissions for syncing In SharePoint, permissions are crucial and have been consistent across various site types, including Office 365 Group Sites and Communication Sites. The concept is straightforward, with each site ...
Simpro to SharePoint Integration: A Comprehensive Guide
In today’s fast-paced construction and service industry, seamless collaboration and efficient document management are critical. The Simpro to SharePoint integration bridges the gap between these two powerful platforms, allowing your team to work ...
How to Use the Sync Delete Feature in the Simpro Sharepoint Integration
Sync Delete option is pivotal for maintaining data consistency and preventing accidental loss of important documents. Here's a comprehensive guide on how to use this feature effectively: Enabling Sync Deletes The Sync Delete feature facilitates the ...
simPRO to SharePoint (Two-Way) Integration Overview
Summary This guide will give a detailed overview of every section and tab that you can find in your simPRO to SharePoint integration. Dashboard Dashboard tab gives you a detailed information on your added projects. For example, Last active ...