Hari Iyer | SyncEzy
CEO2 Min Read
Feb 03, 2026
In this webinar, the Simpro and SyncEzy teams walk through how businesses can seamlessly integrate Simpro with Microsoft SharePoint to simplify document management, reduce double handling, and improve visibility across projects and service jobs.
What you’ll learn
- How the integration works
See how documents, folders, and attachments automatically sync between Simpro and SharePoint in real time, creating a single, reliable source of truth. - Automatic folder creation & naming
Learn how folder structures can be standardized and automatically created based on Simpro jobs and quotes, eliminating manual setup and inconsistency. - Two-way document sync
Upload or update files in either Simpro or SharePoint and have them reflected in the other system. - Metadata & searchability
Simpro job details sync to SharePoint as metadata, making it easy to filter, search, and build custom views (e.g., by customer, salesperson, or job status). - Security & reliability
The integration is SOC 2 Type II compliant and supports SSO, helping keep your data secure while moving between systems.
Real customer insights
Jack Holloway, General Manager at Specialized Tank Services (VIC), shares how the integration helped his team:
- Eliminate messy manual folder management
- Reduce double handling and misplaced files
- Make it easier for field staff to upload photos via the Simpro mobile app
- Maintain a strong, backed-up document record in SharePoint
His key advice: start with a clear reason for using the integration—such as solving folder chaos—and keep the setup simple.
Setup & support
- Typical setup takes 20–30 minutes
- Automatic or manual sync options available
- 24×5 support via chat, email, and calls
- Free trial available (no credit card required) to test with sample projects