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Hari Iyer | SyncEzy

Hari Iyer | SyncEzy

CEO
  • Reading Icon 2 Min Read
  • Reading Icon Feb 03, 2026
Simpro–SharePoint Integration Webinar : Streamlining Document Management

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

Author

Hari Iyer | SyncEzy
Hari Iyer | SyncEzy
CEO

Hari Iyer is the Founder and CEO of SyncEzy, a pioneering company at the forefront of data integration and automation solutions. With a deep understanding of the power of technology and a passion for solving complex business challenges, Hari has emerged as a visionary leader in the industry. His relentless pursuit of excellence and commitment to delivering tangible results have earned SyncEzy a loyal global clientele.

He is not only a successful entrepreneur but also an active contributor to the technology community, sharing his insights through thought leadership articles, speaking engagements, and mentorship programs. Hari’s ability to navigate the complexities of remote work serves as an inspiration for leaders, highlighting the importance of flexibility, work-life balance, and a results-oriented approach in today’s evolving work landscape.

Under his guidance, SyncEzy has gained widespread recognition for its deep integration solutions that seamlessly connect software applications, eliminate data silos, and enhance operational efficiency.

When not working, Hari is trying to be a better father, reading tech news, playing FPS games, and not exercising as he should.