Simpro Integration

Availability

The Simpro integration is currently in closed beta and available to Pro plan users. If you'd like access, contact support and we'll get you set up.

Connecting to Simpro

1. Go to Settings in the sidebar
2. Select the Integrations tab
3. Find the Simpro card
4. Enter your Simpro URL (e.g. yourcompany.simprosuite.com)
5. Click Connect to Simpro
6. You'll be redirected to Simpro to log in and authorise access
7. After authorising, you'll be sent back to Sammy
8. Choose which company to connect from the dropdown (even if you only have one, you need to select it)
9. Click Connect to [company name]

Your connection is now active.

Syncing Your Catalogue

Before you can match estimate items to your Simpro catalogue, you need to sync it.

1. Go to Settings > Integrations
2. Find your Simpro connection
3. Click Sync Catalogue
4. Wait for the sync to finish — you'll see the item count and when it was last synced

This pulls your catalogue items, labour rates, and cost centres from Simpro into Sammy. Re-sync any time you add or change items in Simpro.

Importing Customers from Simpro

Instead of creating clients manually, you can import them straight from Simpro.

1. Go to Clients
2. Click Import from Simpro
3. Search for the customer by name
4. Click on a customer to import them

The customer's details (name, company, email, phone, address) are pulled from Simpro and a new client is created in Sammy. Customers you've already imported are marked so you don't import them twice.

How Simpro Affects Your Estimates

Labour rates

When you generate or adjust an estimate, Sammy automatically uses your Simpro labour rates for pricing. You don't need to do anything — if you have an active Simpro connection with a synced catalogue, your rates are used in the AI's pricing.

Matching items to your catalogue

After generating an estimate, you can match items to your Simpro catalogue:

1. Open the estimate in the editor
2. Click Match to Simpro in the toolbar
3. Sammy suggests matches from your catalogue for each item
4. Review the suggestions — you can accept, change, or skip each one
5. Click Apply to update the estimate with matched items

Matched items show which catalogue entry or labour rate they're linked to. Unmatched items will be pushed as one-off items.

Pushing an Estimate to Simpro

Once your estimate is ready, you can push it to Simpro as a draft quote.

1. Open the estimate
2. Click the dropdown arrow next to Send Proposal
3. Select Push to Simpro
4. Map each estimate group to a Simpro cost centre (use "Set all to..." if they're all the same)
5. Choose the quote type (Project, Service, or Prepaid)
6. Review the summary
7. Click Push to Simpro

The estimate is sent to Simpro as a structured draft quote with sections, cost centres, and properly linked catalogue items.

What gets pushed

After pushing

Once pushed, the estimate status changes to In Simpro. This means:

• Editing is locked — make changes in Simpro instead, or duplicate the estimate in Sammy to create an editable copy
• Send Proposal is hidden — send the quote to your client from Simpro
• You can still download PDFs, proposals, and CSV exports from the estimate

Checking Quote Status

After pushing to Simpro, you can check how the quote is progressing.

1. Open the estimate
2. Click the dropdown arrow next to Send Proposal (or the Simpro menu item)
3. The drawer shows the current status from Simpro
4. Click Refresh to pull the latest status

You'll see:

• Quote stage — In Progress, Complete, or Approved
• Customer response — New, Pending, Declined, or Accepted
• Job number — if the quote has been converted to a job in Simpro

The status also appears in the estimate subtitle on the detail page.

Disconnecting Simpro

1. Go to Settings > Integrations
2. Click Disconnect next to your Simpro connection

Your synced catalogue data is removed. Estimates already pushed to Simpro remain there — disconnecting only affects future operations.

Troubleshooting

Connection expired

If your Simpro connection stops working, you may need to reconnect:

1. Go to Settings > Integrations
2. You'll see an "Expired" warning on the Simpro card
3. Enter your Simpro URL and click Reconnect
4. Re-authorise in Simpro and select your company again

Push fails

If pushing an estimate to Simpro fails, check:

• Client is imported from Simpro — the estimate's client must have been imported from Simpro (not manually created)
• Catalogue is synced — sync your catalogue if you haven't recently
• Cost centres are assigned — every group needs a cost centre selected before pushing
• Items have quantities and prices — Simpro requires these for all line items

The error message will usually tell you what's wrong.

Catalogue sync issues

If the sync takes a long time or fails:

• Check your internet connection
• Try syncing again — temporary network issues can interrupt the sync
• If it keeps failing, contact support

Need Help?

If you're having trouble with the Simpro integration, contact support for assistance.