Data Feed 1.8

What's new in simPRO Data Feed: from 23 September 2021 AEST

Extract company phone number and email

Important contact details saved to your customer records! You can now have Data Feed extract a customer’s company phone number and email address and populate these details to the customer card when a new customer is created. This data can be extracted for feeds set up to create quotes, jobs, tasks and leads. Contact Support to set up or update existing feeds.

Extract name of contacts and make them Primary contacts

Create an accurate directory of contacts! You can now have feeds set up for creating a new quote, job or lead to extract the first and last name of a contact and add them as individual fields in simPRO. Additionally, you can also have specific business rules set up to assign a relevant contact as the primary contact on a project in simPRO. Contact Support to set up or update existing feeds.

Extract cost centres

Extract an existing cost centre, which is already set up in simPRO, for feeds that create new quotes, jobs and leads. This allows you to use a range of cost centres in a single feed, and you can report on costs more accurately. Contact Support to set up or update existing feeds.

Know when a feed is using an archived cost centre

A new message is displayed in the log if you process a feed that includes a cost centre which is archived in simPRO. You are then provided an option to apply a new cost centre to finish processing the feed. This helps prevent you from accidentally using old, archived and inaccurate cost centres.