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Clever Ops - AI Business Automation Australia
Cliniko + SimPRO

Connect Cliniko to SimPRO - Automate Your Workflow

Connect Cliniko to SimPRO with a purpose-built integration. Real-time sync, error handling, and retry logic included - deployed within 2 weeks by our experienced team.

8+ hours/week
Saved weekly
98%
Client retention
12+
Years experience
One-way
Sync direction

Why Connect Cliniko to SimPRO?

Invoice and payment data is re-entered between Cliniko and SimPRO manually, doubling the work and risking GST errors at month-end

No single source of truth when invoices live in two disconnected tools, so staff second-guess which system has the correct information

Product and pricing data diverges between Cliniko and SimPRO, causing order errors and customer complaints

Patient appointment data in Cliniko and billing records in SimPRO require double entry, risking compliance issues

Job scheduling in Cliniko and invoicing in SimPRO are disconnected, delaying payments for completed work

Manually copying data between Cliniko and SimPRO wastes hours every week that could be spent on revenue-generating work

Site crews rely on Cliniko while the office uses SimPRO, so neither team sees the full picture until end of day

Cliniko limitations compound the integration challenge: marketing and patient recall features are limited, often requiring integration with Mailchimp or similar for targeted campaigns

How We Help

Australian mid-market businesses lose hours every week copying invoices and products between Cliniko and SimPRO. Clever Ops builds a custom integration that automates this entire workflow, so your team can redirect that time to higher-value tasks. On the technical side, Cliniko uses a REST API with API key authentication, and SimPRO authenticates via OAuth, which our team handles as part of the build.

Unlock SimPRO Value

SimPRO stands out because end-to-end project management for trades with quoting, scheduling, job costing, purchasing, and asset management in one platform. Integrating it with Cliniko means your team gets this benefit with complete, accurate data flowing in automatically.

Eliminate Manual Data Entry

Stop copying invoices between Cliniko and SimPRO by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Cliniko and SimPRO, your team knows immediately and the system self-recovers where possible.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Cliniko and SimPRO in sync, even as your business doubles.

Cliniko to SimPRO Use Cases

1

Synchronise products catalogue between Cliniko and SimPRO

Product data, pricing, and stock levels stay consistent across both platforms. When a product is added, updated, or discontinued in Cliniko, SimPRO reflects the change within seconds.

2

Scheduled reconciliation between Cliniko and SimPRO

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

3

Sync appointments from Cliniko to SimPRO

When a appointment is booked, rescheduled, or cancelled in Cliniko, the corresponding record in SimPRO updates instantly. Prevents double-bookings and keeps all teams informed of schedule changes.

4

Automated error handling and retry for Cliniko/SimPRO sync

When a sync between Cliniko and SimPRO fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Cliniko and SimPRO

ClinikoSimPRONotes
Cliniko Invoices -> idSimPRO Invoices -> IDUnique identifier stored as cross-reference for record linking
Cliniko Invoices -> statusSimPRO Invoices -> StatusStatus values mapped between each platform terminology
Cliniko Invoices -> dateSimPRO Invoices -> DateDate fields converted with timezone handling for Australian Eastern Time
Cliniko Products -> idSimPRO Stock -> idUnique identifier stored as cross-reference for record linking
Cliniko Products -> nameSimPRO Stock -> nameContact identity fields synchronised to maintain consistency
Cliniko AppointmentsSimPRO SchedulesBooking and scheduling data synchronised to prevent double-bookings and ensure calendar accuracy.
Cliniko Owner/AssigneeSimPRO Owner/AssigneeRecord ownership mapped between platforms using email address as the matching key
Cliniko Record IDsSimPRO External ReferencesCross-reference identifiers stored on both records for bidirectional lookups and deduplication
Cliniko TimestampsSimPRO Audit LogCreated and modified timestamps preserved for sync conflict resolution and compliance

Cliniko + SimPRO Integration FAQ

Most Cliniko to SimPRO integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

The most common data objects synced between Cliniko and SimPRO include invoices, products, appointments. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Integration pricing depends on complexity, including the number of data objects synced (invoices, products, appointments), sync direction, custom business rules, and volume. Most Cliniko to SimPRO integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Yes. We have built integrations for Healthcare & Allied Health businesses that rely on both Cliniko and SimPRO. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting (Cliniko's API allows 200 requests per minute), pagination, and queuing to ensure reliable performance at any scale.

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing invoices, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

Ready to Connect Cliniko to SimPRO?

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