Step-by-step guide for integrating your ClockShark account with your Simpro Premium build
Integrate ClockShark with Simpro Premium to automatically export cost centres, jobs, and employees from Simpro Premium to ClockShark. Once the integration has been set up, time recorded in ClockShark can be manually exported to the relevant job in Simpro Premium. Learn more in Exporting Time from ClockShark to Simpro Premium.
Note: The ClockShark and Simpro Premium integration is only available with the ClockShark Pro plan. This integration cannot be set up alongside other ClockShark integrations such as ADP, QuickBooks and Xero. Only one Simpro Premium build can be integrated with one ClockShark account.
- Log in to the ClockShark website. Go to Admin > Integrations and click Connect Simpro.
- In the Simpro Connection pop-up, enter your Simpro Premium build URL and click Continue. Your URL should be formatted similar to mycompany.simprosuite.com
- Note: You must be logged out of Simpro before pressing Continue.
- Note: You must be logged out of Simpro before pressing Continue.
- In the Simpro Premium authentication page, enter your Simpro username and password and click Login.
- Click YES to allow ClockShark to access your Simpro data.
- If your Simpro Premium build has Multi-Company, select the company you want to integrate with ClockShark and click Continue.
- Note: You must have access to the company that you are integrating with ClockShark. To update which companies you have access to in Simpro Premium, open your employee card, go to Companies, add the relevant company to your Assigned Companies and click SAVE AND FINISH.
- Note: You must have access to the company that you are integrating with ClockShark. To update which companies you have access to in Simpro Premium, open your employee card, go to Companies, add the relevant company to your Assigned Companies and click SAVE AND FINISH.
- Refresh your web browser. A banner indicates that the Simpro Connection is in progress. This typically takes 1-5 minutes, depending on the amount of data being transferred.
- Refresh your web browser every few minutes until you see the banner has changed to say that your company is connected.
- All of your active jobs cost centres and employees are automatically transferred from Simpro Premium to ClockShark.
- All employees are transferred from Simpro Premium to ClockShark as inactive employees.
- Service and project jobs from Simpro Premium are transferred to ClockShark as jobs.
- Cost centres and sections are transferred to ClockShark as tasks.
- Any new employees and jobs created in Simpro Premium are automatically transferred across to ClockShark.
Once the integration is set up, you can click Manage Simpro to edit mappings.
Time that is recorded using ClockShark can be manually exported onto the relevant job in Simpro Premium. Learn more in Exporting Time from ClockShark to Simpro Premium.