Field Mapping Between Simpro and Inspect Point

🧭 Field Mapping 

When synchronizing data between Simpro and Inspect Point, key fields are mapped to ensure a smooth exchange of information. Below is an overview of how each major Simpro record type connects to its counterpart in Inspect Point.

🧾 Simpro Customer → Inspect Point Account

Customers in Simpro are matched to Accounts in Inspect Point.

This ensures that all inspection-related jobs are linked back to the correct customer profile within your Inspect Point instance.

🏢 Simpro Site → Inspect Point Building

Buildings in Inspect Point are only created when a Simpro Job is synchronized — we don’t sync every Simpro Site, only those tied to inspection jobs.

When a sync occurs:

• If the building already exists in Inspect Point, it’s updated with the latest site information from Simpro.

• If it does not exist, a new building record is created automatically.

During this process, the following details from Simpro are used to populate the building record in Inspect Point:

• Site ID → stored as the External ID

• Site Name → becomes the Building Name

• Address → mapped to Street Address

• City, State, and Zip Code → mapped directly to the corresponding fields in Inspect Point

This ensures that each inspection is accurately tied to its most current building and location details.

🧰 Simpro Job → Inspect Point Inspection

Each synchronized Simpro Job becomes an Inspection in Inspect Point.

• The Job ID is stored as the External ID for tracking.
• Schedule and Due Dates are synced between systems.
• The Job’s associated Site determines which Building the inspection belongs to.

(Note: The Job Name field in Simpro is not mapped to any field in Inspect Point.)

👷 Simpro Schedule → Inspect Point Visit

When a job includes scheduled times or assigned technicians, those details sync to the Visit level in Inspect Point.

• Technician assignments carry over directly.
• Scheduled date, time, and estimated duration all map to the Visit details.

📎 Inspect Point Report → Simpro Attachments

Once the inspection is complete and a report is generated in Inspect Point, the report can be automatically attached in Simpro.

Where it’s attached depends on your integration settings:

• To the Job, if reports are configured to attach at the job level
• To the Site, if reports are configured to attach at the site level
• To the Quote, if reports are configured to attach to quotes

🔗 Simpro Integration Setup & Settings