Step-by-step guide for integrating your ClockShark account with your Simpro account
- Login to the ClockShark website. Click on the Admin tab > then press Integrations > then press "Connect Simpro"
- You will see a box that says "Simpro Connection" where you will enter the URL from your Simpro account. Please note that you must be logged out of Simpro before pressing "Continue". It should be something along the lines of mycompany.simprosuite.com
- Next, you will see the Simpro authentication menu. This is where you will enter your username and password
- Enter your username and password and press Login. You will then be asked if you want ClockShark to access your Simpro data. Press YES
- Choose the Simpro company you want to integrate with ClockShark and press Continue
- Refresh your web browser. You will now notice a banner indicating 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
- You are now integrated and can click Manage Simpro to do things like edit mappings
Things to note
- All employees are added from Simpro into ClockShark as inactive
- All Project Jobs, Cost Centers, and Employees are brought over to ClockShark as Jobs, Tasks, and Employees
- Only one Simpro account can be integrated with one ClockShark account