Only users registered as owner, admin and setup roles can configure the Groundplan / Simpro Integration.

Preparing to connect Simpro and 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.

When to set up an API key

For when users do not have a Simpro login or their security group permissions do not include API applications. This setup enables users to access catalogue items, pre-builds and create quotes in Simpro directly from Groundplan.

Click here for instructions.

Enter your Simpro URL - located in Simpro
Check add an API key
Return to Simpro, click setup
Click API then select applications
Click create application
Complete company
Complete name
Select API key at authentication method
Click create
Click download key and save the key
Return to Groundplan, click choose file and select the file named oauth.txt (from the downloads folder)

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?

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?

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?

Yes.

Each Groundplan account can be connected via 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?

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.

I am unable to access the API section in Simpro, what can I do?

If you are unable to access this page, please enable API Applications in your security group.

Go to security group setup, and click on the security group for your user
Under permissions, open the setup tab, then the system sub-tab
Scroll to the bottom of the page, and tick the API applications permission (near to last item)
Click finish to save your changes

💻Accessed free training?

Arrange your free training by clicking Help > Send us a Message. Our trainers are ready to help with:

Streamlining workflows
Time-saving strategies
Maximising your subscription

Alternatively, visit the Groundplan Academy here for self-directed courses.

How to configure the Simpro integration