Setup The simPRO Integration
In order to enable the simPRO integration, your account will need to include the Marketing functionality of Oncord. An easy way to determine whether you have this plan enabled is to look for the "Marketing" heading in the sidebar of your Oncord Dashboard. Upgrading your plan is a very easy process and normally instant, simply contact us.
What Data is Synchronised?
The simPRO integration works by synchronising the following information:
|From Oncord||From simPRO|
Note: Because deletions are not reflected in either system, you may need to delete entries in both systems.
Contact Fields Synchronised
The following contact fields are synchronized with simPRO:
- First Name, Last Name.
- Company Name.
- Address, Suburb, Postcode, State, Country.
- Phone 1, Phone 2, Mobile Phone.
- Email Address.
When a form submission creates a Lead, the form fields will appear in the Lead Description field in simPRO.
When Does it Sync?
You can choose to enable or disable automatic synchronisation within the simPRO integration configuration page.
Oncord will batch-sync with simPRO two minutes after an update takes place within Oncord.
For instance, if you updated a contact's email address at 2:00pm, and then an invoice is created at 2:03pm. Both changes would be reflected at 2:04pm within simPRO.
If no update takes place in Oncord, a scheduled sync will take place after one day to download data from simPRO.
Enable The simPRO Integration
To enable the simPRO integration; Login to Oncord, select the "Settings" icon located at the bottom of the left-hand menu, and then select the "Apps" page. Click the "Enable Integration" button in the simPRO integration box and follow the steps to allow Oncord to access your simPRO account.