Key Features
Two Way Sync of Simpro Attachments
Automatically sync Simpro Attachments and folder structure into PlanSwift and make it easier to access and edit documents and files.
Mirror Folder structure
Replicate your Standard folder structure across both systems, Auto create standard structures in PlanSwift when a new job is started in Simpro.
Easier Access via Windows Explorer
Save 11 clicks every time you access a single document for your project. For Project Managers that is thousands of clicks and time saved over the life of the project.
Use Powerful Desktop Software
Use Desktop versions of Word, Excel and Office 365, Save locally and auto sync to Simpro Cloud.
Backup Everything to your Organisation’s Cloud
Extract all Simpro Attachments to your organisation’s PlanSwift for Backup, redundancy and ISO Compliance
Work on Excel files and Word documents Locally
Easily work on your project’s excel and word files locally on your PC by accessing the files from your Windows explorer instead of Simpro.
True Collaboration
Locked out of your work because someone else is working on the same job? Work simultaneously with true collaboration in PlanSwift.
Single Source of Truth, Same data in both places.
Access your attachments from Simpro or PlanSwift, OneDrive or Teams Channels and get the same Files and the same exact Folder structure in all places.
Built with Security in Mind – Soc2 Type 2, CASA Approved
All our integrations are built with Security in mind from the start. We are a Soc2 Type 2 Certified organization. We have also passed the CASA (Cloud Application Security Assessment) Certification.
Discover why our customers trust our Simpro and PlanSwift integration to securely run their business. Learn more on our casestudies page.
Do any of these challenges sound familiar ?
Field and Office staff have different local versions of documents?
Do team members forget to Upload documents to Simpro?
Unable to access Simpro Attachments Offline?
Unable to Collaborate on Documents and Excel files with Colleagues?
Sick of Downloading, Editing and Uploading Manually every time?
Can’t access Simpro Attachments from Windows Explorer interface.
Can’t use Desktop versions of Excel and Word on Simpro project attachments?
It’s far too slow to access Simpro Attachments?
Having to kick Colleagues out of the Project to be able to upload Data?
No Redundancy to Simpro Attachments / Project information for ISO or Business Process?
Two Way Syncing of Documents and Photos between One Drive Folders and Simpro
Why SyncEzy
+
Countries
Seconds
Average Sync speed
K+
Jobs and Quotes Synced
Million+
Attachments and Documents synced
We are one of the first Simpro integration partners and have been building Simpro integrations since 2016. We are proud to have over 25 integrations listed on the Simpro integrations page, supporting hundreds of customers. We securely connect numerous third-party products with Simpro, including QB Time, SharePoint, Zoho, Salesforce and Hubspot, Zendesk, TSheets and more. We have a very close partnership with Simpro and participate in all their events and conferences. See you at the next Simprosium.
Check out SyncEzy integrations on the Simpro Integrations Page.
What Our Customers Say About Us
Related Case Studies
Connecting Simpro and PlanSwift
A Single integration that connects all Office 365 Apps to Simpro : PlanSwift / SharePoint / OneDrive / MS Teams, Windows explorer and more.
Centralized Data Storage
Make PlanSwift the hub for all your organizational data. Access the same Simpro attachments and folders seamlessly in PlanSwift, SharePoint and OneDrive.
Mirror File Structures
Maintain consistency by mirroring your Simpro attachment structure in PlanSwift. Every folder, down to the last detail, is recreated for effortless organization.
Enhanced Search Capabilities
Quickly locate attachments, photos, drawings, documents, and plans. Even the content within files becomes fully searchable for maximum efficiency.
Seamless Collaboration
Does your field team use Simpro while your office team or estimators rely on PlanSwift? Now, everyone can access the same data, no matter where they are or how they access it.
Comprehensive Two-Way Sync
Enjoy full two-way synchronization with complete version history across both platforms, ensuring no data is ever lost.
Independent Permissions Management
Permissions and access control are independently managed in both systems. SyncEzy syncs only the files, leaving user permissions in Simpro and PlanSwift untouched.
Modern, Secure Integration
Put security first with a 100% cloud-based integration. No local installations or servers are needed. We use the latest security practices, including OAuth 2.0 and REST APIs.
Minimal Data Storage
We store only the essential metadata required for synchronization. Your files are never stored in SyncEzy; they are securely transferred directly to their destination and immediately deleted after transfer.
24/5 Support
Get help anytime, anywhere. SyncEzy offers 24/5 support via chat, email, phone, or pre-booked meetings. We’re always here to assist you.
Trusted by Hundreds of companies worldwide.
More About Simpro & PlanSwift
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Here are some Frequently Asked Questions?
Our integrations ultises 256-bit encryption, which sets the standard for safeguarding data. We also adhere to industry-leading practices and do not store any client information on our servers, ensuring maximum privacy and security for all users.
Providing fixed pricing on integrations is difficult as different-sized companies have different requirements & support levels (i.e. a 5-person business vs a 500-person, multi-site company). Our team are specialists in tailoring implementation & support packages that make sense for a business of your size. Click the “Chat Now” button on the bottom right of this page to start the conversation.
Register a SyncEzy Account, Find the simPRO / Sharepoint integration from the Integration library, Subscribe to the simPRO / Sharepoint, Authenticate simPRO, Authenticate Sharepoint, Complete the configuration steps.
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!
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