How to Set Up Honeywell Integration

Overview

Integration between Simpro Premium and Honeywell Connected Life Safety Services (CLSS) enables you to use the CLSS mobile app when performing fire safety asset tests, and sync asset defect data onto a job in Simpro Premium. You can then create a quote for the failed assets in an improved streamlined workflow.

With Honeywell CLSS integration enabled, failed asset tests will sync to jobs and create an alert allowing you to easily create quotes to rectify failed assets when required.

After setup is complete, learn more in How to Use Honeywell Integration.

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 A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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:

Customer Assets

Integrations

In order for the defect information to sync from CLSS to Simpro Premium you must first enable the Honeywell CLSS integration in Simpro Premium and then sync your Simpro Premium account with Honeywell.

To enable Honeywell CLSS integration in Simpro Premium:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Integrations.
  2. Click Honeywell CLSS.
  3. Select Start Setup / Generate Link Credentials.
    • Note down the CLSS Link Username and CLSS Link Password. These credentials are required to sync your Simpro Premium account in Honeywell CLSS.
  4. Select the relevant quote Status Code from Simpro Premium to trigger closing the deficiency in CLSS.
    • When you find devices that fail testing and you record corrective action in CLSS, the device from CLSS is created as a failed customer asset in Simpro Premium. You are then prompted the option to create a rectification quote from the failed assets in Simpro Premium. Once this rectification quote reaches the specified status, the deficiency is closed in Honeywell CLSS.
  5. Click Submit.

A screenshot of the Simpro Premium add-in in the store.

After integration is enabled, a CLSS asset type is created in Simpro Premium so that any information transferred from Honeywell CLSS to Simpro Premium can be recorded on assets of this type.

In order for the defect information to sync from CLSS to Simpro Premium you must first enable the Honeywell CLSS integration in Simpro Premium and then sync your Simpro Premium account with Honeywell.

To sync your Simpro Premium account with Honeywell:

  1. Log in to Honeywell CLSS using your username and password.
  2. Click on your profile name in the top right corner of the dashboard and click External Accounts.
  3. Click SYNC ACCOUNT in the Simpro Premium section.
  4. Locate the credentials that were provided in Simpro Premium under System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Integrations > Honeywell CLSS.
  5. Copy and paste the CLSS Link Username and CLSS Link Password into Honeywell CLSS.
  6. Click SYNC ACCOUNT.

Once your credentials are verified in Honeywell CLSS, your Simpro Premium account is synced.

When a CLSS asset type is created, it includes all of the relevant details to record deficiency information from Honeywell CLSS.

To view the CLSS asset type, go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Customer Assets > Asset Builder.

The Asset Type is named as CLSS ASSET and it includes the following custom fields:

  • deficiency_id
  • description
  • proposedFix
  • name
  • type
  • device_manufacturer
  • notes
  • device_type
  • device_zone/address
  • Last_tested_date

To disable the Honeywell CLSS integration:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Integrations.
  2. Click Honeywell CLSS.
  3. Click the deactivate link.
  4. Click OK to confirm the deactivation.