How to Use Automatic Catalogue Syncing - AU, NZ, UK Only

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Import Catalogue

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Use the Catalogue

Automatic catalogue syncing import options behave the same as manually importing a catalogue file. Learn more in How to Import Specific Catalogues.

Depending on how you have structured your Simpro Premium catalogue determines which import option is best suited for your automatic import.

If you want to use your suppliers catalogue structure, selecting the Complete import option imports all the suppliers groups. Items that already exist in your current catalogue groups may be duplicated when imported with your suppliers groups.

If you would like to keep your own catalogue structure, selecting Update and Create New Part updates existing items within your catalogue groups.

Australia

The following suppliers are available for automatic catalogue syncing:

• Airefrig
• Cetnaj
  • Only available with certain branches. Contact your local branch for information.
• CNW
• Cook's Plumbing
• Electrical Distributors
• Galvins Plumbing
• Go Electrical
• Ideal Electrical
• John R Turks
• Lawrence & Hanson
• Lear & Smith
• Middy’s
  • Contact Middy’s for account information
• MMEM
• P&R Electrical
• Reece
• Rexel
• Samios
• Sherriff
• Tradelink

New Zealand

The following suppliers are available for automatic catalogue syncing:

• Advance Electrical
• Active Electrical
• Corys
• Ideal Electrical
• IES
• J. A. Russell
• Mico
• Oakleys
• Plumbing World
• Redpaths
• Reece
• Scott Electrical
• Telfers

United Kingdom

The following supplier is available for automatic catalogue syncing:

• Rexel

To set up automatic catalogue syncing:

1. Go to Utilities > Import.
2. Click Catalogue, locate and click the required supplier.
   • If you are using Tradelink, click Go To Login Page to navigate to the Tradelink website.
3. Enter your User ID and Password for your online account with this supplier, so Simpro Premium can access your account. Some suppliers, such as Tradelink, may required you to enter your account number as well.
4. Click Validate.
5. Adjust import settings as required.
6. Click Activate Automated Imports.

Please note that if your supplier account is already linked to another piece of software you may receive an error indicating that Simpro Premium Could not validate login. Invalid login or password. Unlink the other software and click Validate to resolve this issue.

To manually import a catalogue, go to the File Import tab.

The automatic catalogue invoice import checks for new records from suppliers every 7 days, and only updates Simpro Premium if new records are found.

Note that if the automatic import fails for any reason, you must download the import file from the import log and import it manually.

Each time you receive an automatic import, the Automated Import Log is updated. Imported files remain in the log for up to 60 days.

If you want the system to stop automatic catalogue syncing, go to Utilities > Import > Catalogue and click the required supplier.

To deactivate automatic syncing:

1. Click Deactivate.
2. Enter your account details.
3. Click Deactivate.