How to Integrate simPRO and simTRAC

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:

Defaults

Edit Employees: Select to allow editing of existing employees. Allows you to log out other employees and contractors if you also have permission to edit contractors.

If you have integrated simTRAC with simPRO, you can link your simPRO sites to your simTRAC sites and have them update automatically instead of importing or editing them manually.

To integrate simPRO sites with simTRAC:

1. Log in to simPRO.
2. Go to System Setup > Defaults > Extensions.
3. Under Tracking Extensions > simTRAC, select On.
4. Click Connect to simTRAC.
5. Enter your simTRAC username and password.
6. Select a Default Radius for all the sites you create in simPRO.
   • Click Update List to update the radius of sites sent from simPRO to simTRAC.
7. If you want to send newly-created sites to simTRAC automatically, select the Send sites automatically when they are created or updated check box.
   • Alternatively, clear the check box to manually Send sites to simTRAC.
8. Click Save.

Sites deleted in simPRO are not deleted in simTRAC even if they are linked.

Only sites you create manually can be sent automatically to simTRAC. Sites are not automatically linked if they have been:

• imported into simPRO through the site import or through a third-party API
• created through the customer portal. Learn more in View, edit, and create sites.
• created when creating a customer. Learn more in Create a customer.
• created in Connect. Learn more in Create a customer or lead .
• created from an initial import from the accounting link
• imported into simTRAC in the Work tab. Learn more in How to Integrate simPRO and simTRAC.