About Simpro Data Feed

What is Simpro Data Feed?

Simpro Data Feed extracts data from emails and attached documents to automatically generate new workflows in your Simpro Premium build and save time on manual entry.

This is useful if you:

  • Always receive specific emails or documents in the same format, such as contractor work orders or supplier invoices not available to import in Simpro Premium
  • Enable customers to create leads, service quotes, service jobs, or more using online forms on your company website
  • Want to automate workflows without integrating your Simpro Premium build with other systems.

When the lead, service quote, service job, supplier invoice, or task has been created in Simpro Premium and populated with the extracted data, you can then continue the workflow as normal.

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 SystemA screenshot of a schedule icon with a grey calendar icon and an arrow. > 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:

Data Feed

How does it work?

Simpro Data Feed extracts data from emails forwarded from your external mail client, including any attached PDFs, CSVs, Excel spreadsheets, and text files.

Feeds are set up by Simpro Premium to define how this data is extracted, including what data is extracted from which emails and attached documents, and which workflows are generated in Simpro Premium based on that data. Simpro Data Feed can generate the following workflows:

  • A new lead
  • A new service quote
  • A new service job
  • A new supplier invoice and / or receipted purchase order
  • A new task

Data extracted from an email / document, such as the customer, the job description, the materials receipted, and more, then populates that workflow. To supplement the data already extracted, feeds can also use and update data in your Simpro Premium build, such as:

  • The cost centre to be used
  • The status to apply
  • Whether to create new data from an email / document in Simpro Premium, for example, catalogue items, customers, etc.

Simpro Premium can set up feeds to execute automatically, execute after your confirmation, or remain inactive. If the feed cannot locate and extract the required data, you need to intervene and enter the required information.

Once the feed has finished executing, the applicable workflow generates in your Simpro Premium build, and you can continue updating it as normal.

To express interest in using Simpro Data Feed, contact your local Simpro Premium admin team:

To learn what you need to provide Simpro Premium to set up your feeds so they can successfully extract data from emails and documents, see Set Up Simpro Data Feed.

To learn more about how to use the Simpro Data Feed system after it has been set up, see How to Use Simpro Data Feed.

Interested in this add-on? Contact us here.

What data is extracted?

Click a workflow to view which fields of information in Simpro Premium can be populated with data extracted in Simpro Data Feed.

Note that Customer Banking Account Name, BSB and Account Number will only be populated for newly created customers.

The following fields of information can be populated in a Simpro Premium lead using data extracted in Simpro Data Feed:

  • Customer
  • Customer contact
  • Site name
  • Site address, city, postal code, state, and country
  • Site contact
  • Customer Banking Account Name
  • Customer Banking BSB
  • Customer Banking Account No.
  • Description
  • Estimated price
  • Follow-up date
  • Notes
  • Project tags
  • Assigned project manager
  • Custom fields
  • Assigned salesperson.

The following fields of information can be populated in a Simpro Premium quote using data extracted in Simpro Data Feed:

  • Customer
  • Customer contact name
  • Site name
  • Site address, city, postal code, state, and country
  • Customer Banking Account Name
  • Customer Banking BSB
  • Customer Banking Account No.
  • Description at the project overview level
  • Notes at the project overview level
  • Project tags
  • Cost centre description
  • Cost centre notes
  • Order number
  • Request number
  • Date issued
  • Date due
  • Validity days
  • Pre-builds added in the cost centre Parts & Labour tab or create a new pre-build
  • Catalogue items added in the cost centre Parts & Labour tab or create a new item
  • Forecast probability of sale percentage
  • Assigned project manager
  • Assigned technician
  • Assigned salesperson.

The following fields of information can be populated in a Simpro Premium job using data extracted in Simpro Data Feed:

  • Customer
  • Customer contact name
  • Site name
  • Site address, city, postal code, state, and country
  • Customer Banking Account Name
  • Customer Banking BSB
  • Customer Banking Account No.
  • Description at the project overview level
  • Notes at the project overview level
  • Cost centre description
  • Cost centre notes
  • Order number
  • Request number
  • Project tags
  • Response time
  • Date issued
  • Date due
  • Pre-builds added in the cost centre Parts & Labour tab or create a new pre-build
  • Catalogue items added in the cost centre Parts & Labour tab or create a new item
  • Assigned project manager
  • Assigned technician
  • Assigned salesperson.

The following fields of information can be populated in a Simpro Premium import/update for Supplier Catalogue using data extracted in Simpro Data Feed:

  • Group (Ignored for Updates)
  • Subgroup 1 (Ignored for Updates)
  • Subgroup 2 (Ignored for Updates)
  • Subgroup 3 (Ignored for Updates)
  • Part Number
  • Description
  • Universal Product Code
  • Country of Origin
  • Trade Price
  • Cost Price
  • Split Price
  • Split Cost Price
  • Purchase Tax Code
  • Sales Tax Code
  • Trade Split Quantity
  • Minimum Pack Quantity
  • Est. Time (Mins)
  • Est. Time (Hrs)
  • Manufacturer
  • Supplier Quantity
  • Supplier Part Number
  • Supplier Description
  • Display Order
  • Favourite
  • Search Terms
  • Purchase Stage
  • Inventory Item
  • Notes
  • Unit of Measurement
  • Add-on Enabled
  • Markup (Tier 1 Name)
  • Sell Price (Tier 1 Name)
  • Add-on Markup (Tier 1 Name)
  • Add-on Sell Price (Tier 1 Name)
  • Markup (Tier 2 Name)
  • Sell Price (Tier 2 Name)
  • Add-on Markup (Tier 2 Name)
  • Add-on Sell Price (Tier 2 Name)

The following fields of information can be populated in a Simpro Premium purchase order using data extracted in Simpro Data Feed:

  • Assign to - by default this is Stock
  • Storage Device - this is the Default Storage Device assigned in the build
  • Stage
  • Supplier
  • Status
  • Reference - by default this is ‘Stock’
  • Order No.
  • Date Issued
  • Due Date
  • Quote No.
  • Items Table
  • Freight
  • Supplier Notes
  • Private Notes

The following fields of information can be populated in a Simpro Premium supplier invoice using data extracted in Simpro Data Feed:

  • Invoice number
  • Order number
  • Date issued
  • Items received
  • Accounting Category
  • Notes.

Note that Data Feed can process packing slips to create a Supplier Invoice that marks items as received, without receipting the items.

The following fields of information can be populated in a Simpro Premium Supplier Invoice Credit Note using data extracted in Simpro Data Feed:

  • Vendor Name
  • Invoice Number
  • Credit Invoice Number
  • Date Issued
  • Order Number
  • Items
  • Freight Price.

The following fields of information can be populated in a Simpro Premium task using data extracted in Simpro Data Feed:

  • Customer
  • Customer contact
  • Site name
  • Site address, city, postal code, state, and country
  • Customer Banking Account Name
  • Customer Banking BSB
  • Customer Banking Account No.
  • Assigned employee
  • Subject
  • Description
  • Notes
  • Whether the task is billable
  • Whether to show the task on the job card
  • Due date
  • Start date
  • Complete date
  • Custom fields
  • Project number.

The following fields of information can be populated in an existing Simpro Premium work order using data extracted in Simpro Data Feed:

  • Contractor Name
  • Contractor Invoice Number
  • Date invoice issued
  • Date invoice paid
  • Notes
  • Cost of Labour
  • Cost of Materials

Please note contractor work order data feeds are only for adding invoicing details to an existing work order, not creating new work orders.

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