Simpro Sharepoint Training Webinar

Join our hands-on training webinar designed for existing customers who want to get the most out of their Simpro–SharePoint integration.

This practical session walks you through how to correctly configure, manage, and optimize your sync so your team can rely on a structured, scalable document flow between Simpro and SharePoint.

We’ll cover the core setup, demonstrate real workflows, and share best practices learned from working with hundreds of project teams in construction and engineering environments.

What you’ll learn

• How to set up and maintain authentication

• Best practices for project syncing

• Manual vs automatic sync methods

• Project Sync Archiving

• Team member access and permissions

• How to edit and manage existing Syncs

• Common errors and how to fix them quickly

• Practical tips to keep your folder structure clean and scalable

This session is ideal for admins, IT teams, and operations managers responsible for document management and project delivery.

Whether you’re newly onboarded or looking to optimize your current setup, you’ll leave with clear, actionable guidance to run your integration with confidence.

Includes live demonstrations and Q&A with our product experts.