Simpro Integration Setup & Settings

🧩 Setting Up the Simpro Integration

In order to set up Simpro integration the backend user must complete the initial setup to connect the two systems.

To setup the integration:

1. From the Inspect Point backend, navigate to Settings → Integrations → Simpro.
2. Enter information into the Settings → Integrations → Simpro page as follows:

Simpro API URL: This is the URL for the Simpro instance to be synchronized.

Simpro Employee ID: The integration process will create messages on the Simpro→Job “Timeline”, this Simpro Employee ID is used to populate those messages.

Simpro Company ID: If the account has more than one company, a dropdown will appear to choose which to sync with. If the account only has one company (most cases), this will not appear.

⚙️ Simpro Integration Setting Values

The Simpro Integration Settings page will display all available options for how the integration behaves — including where reports are attached, how quotes are created, and what data syncs between systems.

• Attachments: The user can decide if they want the resulting inspection report to be attached to the original Simpro Job, the Simpro Site (Building), as well as the Simpro Quote
• Ignore Simpro Technicians: Requires at least one technician on the Simpro Job who exists in Inspect Point. Any unrecognized technicians are ignored.
• Create Simpro Quote: The user can optionally have a Quote created If deficiencies were found during the inspection. Optionally, the inspection report can also be attached to the quote
  • Quote Type: The user can choose the “Quote Type” to use when creating a Simpro Quote
  • Quote Status: The user can choose the “Quote Status” to use when creating a Simpro Quote
  • Simpro Job Codes to Sync: The user can select which specific Simpro Job Codes are allowed to be synchronized with Inspect Point. By default the standard “in progress” Simpro Job codes are selected.
• Inspect Point Job Pending Tag: The integration uses “tags” on the Simpro job to identify which jobs to synchronize. This field indicates which tag is used to find jobs ready to be synchronized.
• Inspect Point Job In Progress Tag: Indicates the linked inspection is currently being worked on in Inspect Point
• Inspect Point Job Complete Tag: This is what the Simpro job tag will be changed to upon completion of the Inspect Point inspection.
• Inspect Point Job Error Tags: These are the tags that are used to provide information back to Simpro when the integration process encounters an error. Note, additional details are provided in the Job→Timeline

🔖 Job Tags

The following Simpro Job tags are used with the integration:

• Inspect Point Job Pending: Indicates this job will be sent to Inspect Point to perform an inspection
• Inspect Point Job In Progress: Indicates the linked inspection is currently being worked on in Inspect Point
• Inspect Point Job Complete: Indicates the Inspect Point inspection status = “Completed”
• Inspect Point Job Error Tags:
  • Missing Technician: Indicates that a technician needs to be assigned before the sync can happen
  • Sync Error: Indicates an error with the sync process, see Job Timeline for details
  • Technical Issue: Indicates a technical error, see Job Timeline for

💾 Saving Your Changes

All changes made to the Simpro Integration settings must be saved before they take effect.
When you’re finished configuring your preferences, click Save in the upper-right corner of the screen.

👥 Linking Technicians

Once the integration is enabled, you’ll need to connect your technicians between Simpro and Inspect Point.

Go to Settings → User Management → Technicians.

Click into each technician’s name, then add their Simpro Employee ID to the External ID field in Inspect Point.

• The Simpro Employee ID must exactly match the technician’s External ID in Inspect Point.

• If not configured, an error will appear in the Job Timeline.

• The first technician listed in Simpro becomes the Assigned Technician in Inspect Point.

🔗 For detailed steps, see Linking Technicians Between Simpro and Inspect Point