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Website
- 3min Explainer Walkthrough
- Generate a Design
- Page Management
- Page Editing
- Form Builder
- Updating Your Navigation Menu
- Creating Page Redirectors
- Restricting Page Access
- Posts Management
- Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Meta Pixel & E-commerce Tracking
- Setting Up Google Analytics 4 E-commerce Tracking
- Setting Up Microsoft Marketing Tools
- Optimizing Images For Web
- Setting Up Linkedin Insight Tag
- Analytics
- Third Party Embed Code
- Contacts
- Marketing
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Commerce
- Setup Affiliates
- Product Catalogue
- Managing Sales
- Managing Discounts
- Sales E-mail Notifications
- Payment Methods
- Accepting Credit Card Payments
- Accepting Payment via PayPal
- Accepting Payment Via Verifone
- Setup Recurring Sales
- Adjustments, Credit Notes & Refunds
- Creating Inventory Items
- Temporarily Closing Your Store
- Fedex Integration Certification Guide
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Apps
- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
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Settings and Config
- Going Live
- Updating Your Billing Details
- Changing Your Oncord Plan
- Managing Administrators
- Registering a Domain Name
- Changing Your Domain Name
- Backing Up Your Website
- Choosing an E-mail Host
- Hosting Email With Oncord
- Setting Up Gmail Hosting
- Setting Up Office 365 Hosting
- Setting Up Sub Domains
- Hosting a Sub-Site
- Setup The Simpro Integration
- Website
- Contacts
- Marketing
- Commerce
- Apps
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- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
- Settings and Config
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 an easy, instant process. Simply contact us.
What Data is Synchronised?
The Simpro integration works by synchronising the following information:
From Oncord | From Simpro |
Contacts
|
Contacts
|
Form Submissions
|
|
Groups
|
Tags
|
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
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: