Ascora Integration

Sammy creates the Quote for you, drops your customer onto it, adds every group as a Section, lands every line item, and attaches your Sammy proposal PDF too.

You can use this either to send the quote to your customer through Ascora, or to anchor a job for backcosting once the work is won — the push is the same either way.

Availability

The Ascora integration is available to Pro plan users. You'll need an Ascora account on a plan that includes API access (most paid Ascora plans do — if your account doesn't, Ascora will tell you when you try to connect).

A Heads-Up About Using Ascora with Xero, MYOB or QuickBooks

Ascora has its own two-way sync to Xero, MYOB and QuickBooks. That means if you push an estimate to Ascora, the resulting invoice flows from Ascora into your accounting platform automatically.

If Sammy is also connected to Xero, you'd get the same invoice in Xero twice — once from Sammy, once from Ascora. To stop that, Sammy will hard-block connecting both at the same time. When you click Connect on the Ascora card, if Xero is already connected, you'll be asked to disconnect Xero first. The same modal fires the other way around.

If you're using Ascora, let Ascora push to your accounting tool. Sammy pushes to Ascora, Ascora pushes to Xero / MYOB / QuickBooks — clean one-way flow, no duplicates.

You can still use Ascora at the same time as ServiceM8 or Simpro — they don't sync to accounting tools themselves, so there's no double-up risk.

Connecting to Ascora

1. In Ascora, go to Administration → API Settings and copy your API key

2. Back in Sammy, click Settings in the sidebar

3. Select the Integrations tab

4. Find the Ascora card and click Connect Ascora

5. Paste your API key into the Ascora API key field

6. Optionally enter an Account label (helpful if you have multiple Ascora accounts — it shows up inside Sammy so you know which one is connected)

7. Click Connect

8. Pick your defaults:

   • Default Job Type — leave blank to use Ascora's account default (usually "Standard Job"), or type any name. If the Job Type doesn't exist in Ascora yet, Ascora will create it.

   • Push labour through an Ascora Labour Role — leave off unless you specifically want labour priced by an Ascora Labour Role rate. By default, labour lines push with Sammy's per-line price.

9. Click Save defaults

Your connection is now active. A webhook is also registered automatically so Ascora can tell Sammy when a Quote status changes.

Optional: Cross-Reference Sammy ↔ Ascora

You can stamp every pushed Quote with the originating Sammy estimate ID, which makes it easy to look up which Sammy estimate produced a given Ascora Quote.

In Ascora, go to Administration → Custom Fields → Quotes and add a new field with:

• Name: Sammy Estimate ID

• Type: Text Box

Once defined, every future push from Sammy will populate this field on the Ascora Quote. Skip this if you don't need it — pushes still work either way.

Pushing an Estimate to Ascora

Once your estimate is ready, you can push it to Ascora as a Quotation.

1. Open the estimate

2. Click the dropdown arrow next to Send Proposal (or the Ascora button on the metadata strip)

3. Select Push to Ascora

4. Review the summary — customer name, section count, item count, total

5. (Optional) Override the Quote Name or Quote Description if you want them to differ from your Sammy estimate

6. Click Push to Ascora

7. Wait a few seconds while Sammy creates the Quote, lands the line items, and attaches the proposal PDF

The estimate is sent to Ascora as a SECTIONS-pricing Quotation with all your line items, group structure, and GST.

What gets pushed

After pushing

When the push succeeds, the estimate status changes to In Ascora and an Ascora chip appears on the estimate's metadata strip showing the Quote number (e.g. Q4) and current status. The chip is clickable and reopens the Ascora drawer.

You can keep editing the estimate in Sammy after pushing — Ascora doesn't lock the Sammy estimate. If you change the estimate, you'll see a banner at the top inviting you to re-push.

Finding the Quote in Ascora

Ascora doesn't publish direct per-Quote URLs, so the "View in Ascora" button takes you to your Ascora dashboard. Your Quote will be at the top of the Quotes list (sorted newest-first), with the Quote number we showed you in Sammy.

Re-pushing an Estimate

If you edit the estimate after pushing it, you'll see a re-push banner at the top.

What happens when you re-push depends on the Ascora-side status:

• If the prior Quote is still "In Progress" — Sammy deletes it in Ascora and creates a fresh one. The drawer warns you before doing this. You won't get a stale draft cluttering up your Ascora In Progress list.

• If the prior Quote has been Sent, Won, or Lost — Sammy creates a brand-new Quotation. The old one stays in Ascora untouched, so anything you've added to it (attachments, notes, status history) is preserved.

1. Open the estimate

2. Click the Re-push banner (or open the Ascora drawer)

3. Read the confirmation message — it tells you which case applies

4. Click Delete & re-push or Push as new Quote

Status Updates Flow Back Automatically

When you mark an Ascora Quote as Sent to Customer, Won, or Lost inside Ascora, the chip on the Sammy estimate updates within a few seconds — Ascora pushes the change to Sammy via webhook. No refresh button to click, no waiting around.

This is the main difference between Ascora and ServiceM8 in Sammy: ServiceM8 needs a manual refresh, Ascora updates itself.

Disconnecting Ascora

1. Go to Settings → Integrations

2. Click Disconnect next to your Ascora connection

3. Confirm

Sammy unsubscribes from the Ascora webhook and removes your API key. Past push history stays in Sammy, and Quotes you've already pushed remain in Ascora. Disconnecting only stops future pushes — it doesn't delete anything.

If you reconnect later (paste the same or a new API key), past customer matches are remembered so you don't get duplicate customers in Ascora.

Troubleshooting

Connection rejected

If the API key is rejected:

1. Double-check you copied the whole key from Ascora Administration → API Settings (it's long — easy to miss a character)

2. Make sure your Ascora plan includes API access — some entry-level plans don't

3. Try generating a new API key in Ascora, then pasting the new one into Sammy

"Disconnect Xero first" modal when trying to connect Ascora

This is intentional — see A Heads-Up About Using Ascora with Xero, MYOB or QuickBooks. Ascora syncs invoices to Xero on its own, so connecting both creates duplicates. Disconnect Xero and Sammy will keep going.

"Multiple matches found" when pushing

If you've got more than one customer in Ascora with the same email address (e.g. duplicates from earlier), Sammy will ask you which one to use rather than guess. Pick one and the push continues — Sammy remembers your choice for future pushes of the same client.

If you'd rather clean up the duplicates in Ascora first, cancel out of the picker, merge or delete the duplicates inside Ascora, and try the push again.

Proposal PDF didn't attach

Ascora caps attachments at around 5 MB. If your proposal PDF is bigger (usually because of lots of high-resolution photos), Sammy will push the Quote successfully but skip the attachment. You'll see a note in the success state telling you why.

You can either:

• Manually upload the PDF in Ascora using the Attachments tab on the Quote, or

• Reduce photo sizes in Sammy's proposal builder before re-pushing

Address shows up in Line 1 only

Sammy tries to parse your site address into Ascora's structured fields (Line 1, Suburb, State, Postcode). If your address doesn't follow the standard Australian shape "Street, Suburb STATE Postcode", Sammy falls back to dumping the whole thing into Line 1. You can clean it up inside Ascora — the Sammy estimate isn't affected.

State field is missing in Ascora

Ascora's API sometimes silently drops state when it doesn't recognise the format. If "VIC" doesn't appear in the State field after a push, edit it directly inside the Ascora Quote — the rest of the address fields are unaffected.

Push fails completely

If a push fails, the drawer will show Ascora's error message. Common causes:

• Estimate has no items — add at least one item before pushing

• Estimate has no client assigned — pick a client first

• Connection broken — your API key may have been regenerated in Ascora. Reconnect in Settings → Integrations.

Need Help?

If you're having trouble with the Ascora integration, contact support and we'll help you sort it out.