Help · Simpro
Connect Simpro
Simpro makes the account owner create the connection, which is the right way round: the credentials are yours to switch off. About ten minutes on a computer, and we’ll be on the phone for it.
Before you start
What you need
- A Simpro login with the API Applications permission. If you can’t see the API tab in the steps below, that’s the missing piece.
- Your Simpro web address, the one you log in at.
- The secure link we text you after the setup call.
Steps
Create the API application
- Open System SetupGo to System, then Setup, then System Setup.
- Find the API tabClick the API tab, then Applications.
- Add an applicationAdd a new application and call it Receptly.
- Copy the detailsCopy the client ID and the client secret it gives you.
- Send them to usSend both, plus your Simpro web address. Send it through the secure link we text you. Don’t email it, text it back or read it out over the phone. The link puts it straight into our locked system and nobody sees it in a message.
Simpro’s screens change from build to build. If yours doesn’t match, stop and we’ll find it together on the call.
What it costs you
We confirm licences with you first
Simpro doesn’t publish its pricing, and it hasn’t told us yet whether an API application uses one of your user licences. We’ve asked. Until it confirms, we check your licence count with you on the setup call, and nothing gets set up that adds a licence without you saying yes first.
What we won’t do is ask you for a Simpro login of our own. Simpro user licences are shared across your staff, so a Receptly login could lock one of your people out at the wrong moment.
Why we do it this way
What we won’t ask you for
- Your password. Not for any of your accounts, not ever. If someone says they’re from Receptly and asks for one, it isn’t us.
- A login of our own inside your software. Most job software charges per user, so that would put your bill up, and some of them ban shared logins outright.
Switching it off
You can cut us off yourself, any time
In Simpro, go back to System Setup, API, Applications, and delete the Receptly application. The connection stops.
Stuck on a step?
Stop where you are and tell us on the setup call. We’ll walk you through it on the phone while you tap. Or email contact@receptlyai.com.au with the step number you’re on.