Last Updated: November 16 2022
Set Up simPRO Data Feed
Overview
simPRO Data Feed extracts data from emails and attached documents, including PDFs, CSVs, Excel spreadsheets, and text files, to automatically generate new workflows in your simPRO build and save time on manual entry. Learn more in About simPRO Data Feed.
A feed defines how this data is extracted and how a workflow, such as a lead, quote, job, supplier invoice, or task, populates in simPRO using that data.
To begin automating your simPRO workflows, you need to provide simPRO with the information they need to set up feeds.

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:
- 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.
- 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.
- Provide additional information on:
- 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.

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.

The following fields of information can be populated in a simPRO lead using data extracted in simPRO Data Feed:
- Customer
- Customer contact
- Site name
- Site address, city, postal code, state, and country
- Site contact
- Customer Banking Account Name
- Customer Banking BSB
- Customer Banking Account No.
- Description
- Estimated price
- Follow-up date
- Notes
- Project tags
- Assigned project manager
- Custom fields
- Assigned salesperson.

The following fields of information can be populated in a simPRO quote using data extracted in simPRO Data Feed:
- Customer
- Customer contact name
- Site name
- Site address, city, postal code, state, and country
- Customer Banking Account Name
- Customer Banking BSB
- Customer Banking Account No.
- Description at the project overview level
- Notes at the project overview level
- Project tags
- Cost centre description
- Cost centre notes
- Order number
- Request number
- Date issued
- Date due
- Validity days
- Pre-builds added in the cost centre Parts & Labour tab or create a new pre-build
- Catalogue items added in the cost centre Parts & Labour tab or create a new item
- Forecast probability of sale percentage
- Assigned project manager
- Assigned technician
- Assigned salesperson.

The following fields of information can be populated in a simPRO job using data extracted in simPRO Data Feed:
- Customer
- Customer contact name
- Site name
- Site address, city, postal code, state, and country
- Customer Banking Account Name
- Customer Banking BSB
- Customer Banking Account No.
- Description at the project overview level
- Notes at the project overview level
- Cost centre description
- Cost centre notes
- Order number
- Request number
- Project tags
- Response time
- Date issued
- Date due
- Pre-builds added in the cost centre Parts & Labour tab or create a new pre-build
- Catalogue items added in the cost centre Parts & Labour tab or create a new item
- Assigned project manager
- Assigned technician
- Assigned salesperson.

The following fields of information can be populated in a simPRO supplier invoice using data extracted in simPRO Data Feed:
- Invoice number
- Order number
- Date issued
- Items received
- Accounting Category
- Notes.
Note that Data Feed can process packing slips to create a Supplier Invoice that marks items as received, without receipting the items.

The following fields of information can be populated in a simPRO Supplier Invoice Credit Note using data extracted in simPRO Data Feed:
- Vendor Name
- Invoice Number
- Credit Invoice Number
- Date Issued
- Order Number
- Items
- Freight Price.

The following fields of information can be populated in a simPRO task using data extracted in simPRO Data Feed:
- Customer
- Customer contact
- Site name
- Site address, city, postal code, state, and country
- Customer Banking Account Name
- Customer Banking BSB
- Customer Banking Account No.
- Assigned employee
- Subject
- Description
- Notes
- Whether the task is billable
- Whether to show the task on the job card
- Due date
- Start date
- Complete date
- Custom fields
- Project number.