Simpro PowerBI Data Flow

Key Features

Deep Data Integration

Enjoy real-time synchronisation between Simpro and Power BI, ensuring that your reports and dashboards are always up-to-date with the latest job, project, and customer data.

Simpro Data Backup

Have a full backup of all of your Simpro data should you decide to move to a different system or need it for ISO or other process management purposes.

Customizable Reporting Apps

Connect any Reporting, Dashboard or BI application of your choice, including PowerBI, Zoho Analytics, Tableau, Google Analytics and more.

All of the Simpro DATA

Simpro has a lot of your business data and we can help you access ALL of it in your favourite reporting engine. We can access all 510 + Data Tables from Simpro, which is more than the API or any other method.

Combined Reports by Email

Combine your data from Simpro with any other data source (Xero, QuickBooks, other systems in the business) and generate unified dashboards and reports in PowerBI.

Automated Report Generation

Simplify reporting with automated report generation. Schedule the creation and distribution of customised reports to stakeholders, ensuring everyone has access to the insights they need, when they need them.

Historical Data Analysis

Our Integration gives you all the Simpro data without any limits, even if you have been using Simpro for the past 10 years and have tens of thousands of assets or records!

Discover why our customers trust our Simpro and PowerBI integration to securely run their business. Learn more on our casestudies page.

If any of these challenges sound familiar, this integration is for you.

Don’t have detailed Reports and Dashboards
No Consistent KPI metrics on Sales / Operations.
Unable to easily edit and build new reports.
Unable to access ALL of Simpro Data.
You are missing meaningful data visualisation.
You cannot collate data from multiple sources into a single dashboard.
Need enterprise-wide reporting.
Neet to collate data from multiple sources and make a single dashboard.
Need automatically updating Dashboards

Take a look at these sample dashboards

Display Simpro Job & Invoice Data Directly in Power BI

Track key metrics like invoices, forecasts, and job performance with filters for date, stage, employee, and location. Visuals highlight top performers and overdue jobs to support operational insight and financial oversight.

Display Simpro Job Overview & Financials in Power BI

Monitor job status, sales performance, and Net P&L trends with clear breakdowns by contract and team. Supports project oversight, resource planning, and financial analysis across job sites.

Display Profit & Margin Insights Directly in Power BI

Track profit and margin performance against goals with contract-level breakdowns and daily net margin trends. Enables financial tracking and proactive performance management.

Display Labour, Material, and Profit Insights Directly in Power BI

Monitor labour and material costs by contract and job, compare actual vs estimated profits, and track monthly cost trends to drive project efficiency and cost control.

Display Asset Hierarchies Directly in Power BI

Visualize asset structures and site relationships directly in Power BI using an interactive hierarchy map. The dashboard enables filtering by date range, site, parent asset, and top parent asset to display asset counts across child and parent levels. This view highlights how assets are distributed and interconnected across locations, supporting efficient asset management, maintenance planning, and infrastructure auditing.

Why SyncEzy

Countries

%

of all Simpro Data

+

Tables of Simpro Data

Bit

Encryption

Simpro-logo
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.
Power-bi-logo
We’re an official PowerBI Partner and have been creating Operations integrations for products like Field Magic, Mailchimp and more. You may find this integration here, on the PowerBI Marketplace.

What Our Customers Say About Us

Using Syncezy’s integration means less manual work for our team and we’re excited about the product roadmap that SyncEzy has for their integrations.
John-McIvor -Energetics-UK

John McIvor

Business Intelligence Manager, Energetics UK
Ease of reporting and access to data.
Accel-Service-Group-Pty-Ltd-George-Wallwork

George Wallwork

General Manager, Accel Service Group Pty Ltd

Related Case Studies

Exploring In-Depth Knowledge

See How It Works
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Software Partnerships

Frequently Asked Questions

SyncEzy exports up to 532 tables from Simpro’s database, covering the full breadth of operational data, including quotes, jobs, employees, schedules, labour cost centres, invoices, tasks, and more. The integration pulls directly from Simpro’s overnight database backup.

Once per day, based on the overnight backup. Dashboards show the previous day’s data. Real-time or intra-day refresh is not currently available.

Common dashboard configurations include a live TV-screen display showing current quotes, active construction jobs (filtered by job type, separate from high-volume service jobs), a weekly employee schedule view, and a task list showing open items across the team. You can also build profitability dashboards that compare actual hours against quoted estimates per job.

Yes. SyncEzy has a Power BI specialist in-house who can build custom dashboards. Please get in touch with us if you’re interested in leveraging this expertise.

Let us Automate your business!

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