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.