Set Up simPRO Data Feed

To express interest in using simPRO Data Feed, contact your local simPRO admin team:

• simPRO Australia: admin@simpro.com.au
• simPRO New Zealand: admin@simpro.co.nz
• simPRO United Kingdom: admin@simpro.co.uk
• simPRO United States: admin@simpro.us

You then need to identify workflows you frequently create in simPRO using information received in an email and / or email attachment, and provide simPRO with the information they need to set up feeds using the following steps:

1. Locate an example of an email you always use to create and populate a specific workflow in simPRO. This email and applicable attachments must:
   • Always present information in the same format
   • Always be used to generate the same type of workflow in simPRO, for example, a lead, quote, job, supplier invoice, or task.
2. Highlight, outline, and / or annotate the information you use in the email and attachments to populate the relevant workflow in simPRO.
   • You can also specify the exact fields in simPRO this information populates, for example, text in a specific cell in a CSV or XLSX attachment is always entered in the Description field in a job. See Which fields are populated in simPRO? to learn which fields can be populated using data extracted in simPRO Data Feed.
3. Provide additional information on:
   • What the feed does
   • How the feed interacts with simPRO
   • Which emails the feed matches to.
4. Provide simPRO with at least two more examples of this email.
   • This is so the rules simPRO defines in the feed can account for variations when extracting data. It is not necessary to annotate these emails.

You can repeat this information-gathering process for each feed to be set up by simPRO.

What the feed does	Provide simPRO with a brief summary of what the feed is to achieve with this email / document. For example, which workflow do you always create and populate using the email or attached document examples you have provided? You also need to specify additional information such as: Whether the email has an attachment and the attachment's file format, for example, TXT, PDF, CSV, XLSX The date format always used in the email or attachment, for example, DD/MM/YY, YYYY-MM-DD, etc Whether email notifications about the feed's status are required and which email address they should be sent to The company the feed is to generate workflows in if you use a Multi-company build.
How the feed interacts with simPRO	Specify what the feed can and cannot do when it interacts with your simPRO build, for example: If a record such as a customer, customer contact, site, or purchase order related to a supplier invoice does not exist in simPRO, do you require the feed to create it? Do you use this attachment to create one workflow, or can you create multiple workflows of the same type from it? For example, the attachment may have a table with a different quote per line. You can also set fields to always populate with specific values if they are not available in the email or attachment, including the: Cost centre Customer Project manager Technician Salesperson Initial quote status Site.
Which emails the feed matches to	Specify the elements of the email that are always consistent, such as: The email sender username or name The email sender domain The text contained in email subject line or in the email body. This enables simPRO to match the feed with the emails and applicable attachments that contain all relevant information to generate the workflow. You can also specify email elements to be excluded, for example, a supplier invoice.

Click a workflow to view which fields of information in simPRO can be populated with data extracted in simPRO Data Feed.

Note that Customer Banking Account Name, BSB and Account Number will only be populated for newly created customers.