Only users registered as owner, admin and setup roles can configure the Groundplan / Simpro Integration.
Preparing to connect Simpro and Groundplan
Sign in to Simpro
Sign in to Groundplan
Initial setup
Click my account then click setup
Click integrations
Click configure on the Simpro tile
Enter your Simpro URL
Click connect
The integration is now connected
Multi-company setup
If Simpro is configured with multiple companies, a maximum of six companies can be synced to Groundplan.
If a company other than the default is required for a project or take-off template, it can be select on a per-project or per-template basis.
Click select a company and select choose up to six if required
Select the checkbox next to the default company
Click save & sync
Refreshing Simpro data
If data needs to be refreshed, click the refresh wheel on the corresponding title.
Frequently asked questions
Can I link Groundplan to more than one Simpro build?
Can I link Groundplan to more than one Simpro build?
No, unfortunately not.
You can only have your Groundplan account linked to one Simpro URL. If you have more than one Simpro URL requiring quotes to be sent to, you will need separate Groundplan accounts for each URL you wish to use.
However, Groundplan can connect to multiple companies with a single Simpro URL if you have a multi-company Simpro build.
Can I switch between Simpro URLs on my Groundplan?
Can I switch between Simpro URLs on my Groundplan?
No.
All data pulled through from Simpro to Groundplan is based on IDs.
By disconnecting one Simpro URL and reconnecting to a different one, you will have data problems, including measurements not sending across to Simpro correctly.
Can I have more than one Groundplan account linked to the same Simpro URL?
Can I have more than one Groundplan account linked to the same Simpro URL?
Yes.
Each Groundplan account can be connected via the integrations tab.
Why can't I see the “integrations'' tab?
Why can't I see the “integrations'' tab?
Only users who are in the roles of owner, admin and setup can see the integration section.
Please have one of those roles connect Groundplan with Simpro.
Can I share projects outside of my organisation?
Can I share projects outside of my organisation?
Yes.
⚠️Warning: When sharing projects with another organisation also using Simpro, only pre-builds and catalogue items from your connected Simpro account can be pushed correctly to your Simpro quote.
Simpro items are linked to Groundplan using background ID's.
Any catalogue items or pre-builds linked from a different Simpro URL will not create the correct/expected item in your Simpro quote.
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