Simpro Sharepoint Data Flow

Key Features

Two Way Sync of Simpro Attachments

Automatically sync Simpro Attachments and folder structure into SharePoint / OneDrive and make it easier to access and edit documents and files from anywhere in Office 365.

Mirror Folder structure

Replicate your Standard folder structure across both systems, Auto create standard structures in Sharepoint 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 SharePoint 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 Sharepoint.

Single Source of Truth, Same data in both places.

Access your attachments from Simpro or SharePoint , OneDrive or Teams Channels and get the same Files and the same exact Folder structure in all places.

4 in 1 Integration, Connect SharePoint, OneDrive, MS Teams and Windows Explorer

This single integration brings together all four ways to access your data on Windows, via SharePoint, OneDrive, MS Teams or the familiar Windows Explorer.

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.

Get Started

Discover why our customers trust our Simpro and SharePoint 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

ROI Calculator

SyncEzy's Simpro SharePoint ROI Calculator

Calculate your potential ROI with SyncEzy's Simpro SharePoint Integration.

Results Summary

ANNUAL COST SAVINGS
$34,667
Estimated savings with Simpro SharePoint Integration
Time Saved
10 minutes
Annual Time Saved
347 hours
Setup Now

Why SyncEzy

+

Countries

Seconds

Average Sync speed

K+

Jobs and Quotes Synced

Million+

Attachments and Documents synced

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.
SharePoint
SyncEzy is an official Microsoft partner and our integrations are listed and approved on the Microsoft Azure Marketplace. Our integrations are public apps on the Microsoft Azure Cloud. We are specialists in SharePoint and Azure Cloud / Document storage integrations. In addition, we also have integrations into PowerBI and other Microsoft apps. You can find all our Microsoft integrations here, on the Microsoft Azure Marketplace.

What Our Customers Say About Us

It’s a very painless integration, SyncEzy have made it very easy to implement. It’s also great to see the support is quite responsive.
Teltrac-Bart Brichau

Bart Brichau

Managing Director at Teltrac
Fantastic to have everything all together less admin time for everyone involved.
Feary-Group -Tamara-Pearce

Tamara Pearce

Operations Manager at Feary Group
SyncEzy has been great to deal with. Very friendly, and helpful and they never make the questions you have too much to deal with.
CPE-Switchboards-Lisa-Cain

Lisa Cain

Account Manager, CPE Switchboards
Helpful, available support to ensure the transition to an automated timesheet process was as seamless as possible. Thanks Syncezy
KUS-Power-Engineering-Curtis-Hand

Curtis Hand

Managing Director, KUS

Related Case Studies

Connecting Simpro and SharePoint

Centralized Data Storage

Make SharePoint the hub for all your organizational data. Access the same Simpro attachments and folders seamlessly in SharePoint, OneDrive, and Teams.

Mirror File Structures

Maintain consistency by mirroring your Simpro attachment structure in SharePoint. 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 SharePoint? 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 SharePoint 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.

Exploring In-Depth Knowledge

Do You Want to Learn in Detail?
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Software Partnerships

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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