Microsoft 365 + SimPRO

Real-Time Microsoft 365 to SimPRO Sync - Purpose-Built for Your Business

Australian Professional Services businesses rely on both Microsoft 365 and SimPRO. Our custom one-way integration keeps them in sync, saving your team 8+ hours/week and eliminating data entry errors.

8+ hours/week

Saved weekly

SimPRO fields

12+

Years experience

One-way

Sync direction

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Why Connect Microsoft 365 to SimPRO?

Reporting across Microsoft 365 and SimPRO requires painful manual exports and spreadsheet merges

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

Client engagement details in Microsoft 365 and time-tracking data in SimPRO do not align, making billing inaccurate

New team members take longer to onboard because they must learn manual workarounds to keep Microsoft 365 and SimPRO aligned

Transaction data in Microsoft 365 requires manual verification against SimPRO, increasing audit risk

Manually copying data between Microsoft 365 and SimPRO wastes hours every week that could be spent on revenue-generating work

How We Help

Connecting Microsoft 365 (automation) with SimPRO (industry tools) is one of the most requested integrations among Australian Professional Services and Financial Services businesses. This integration eliminates the manual transfer of emails and calendar-events data, reducing errors and freeing up your team to focus on growth. On the technical side, SimPRO authenticates via OAuth, which our team handles as part of the build.

Eliminate Manual Data Entry

Stop copying files between Microsoft 365 and SimPRO by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Real-Time Visibility Across Teams

When a record updates in Microsoft 365, every team member working in SimPRO sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Amplify Microsoft 365 Strengths

Microsoft 365 excels because industry-standard office apps (Word, Excel, PowerPoint, Outlook) that virtually every business partner and client can work with seamlessly. Connecting it to SimPRO ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Microsoft 365 and SimPRO. Custom field mappings, business rules, and error handling included.

Microsoft 365 to SimPRO Use Cases

Automated error handling and retry for Microsoft 365/SimPRO sync

When a sync between Microsoft 365 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 Microsoft 365 and SimPRO

Microsoft 365	→	SimPRO	Notes
Microsoft 365 Documents	→	SimPRO Assets	File attachments linked to their corresponding records across both platforms.
Microsoft 365 Timestamps	→	SimPRO Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Microsoft 365 Owner/Assignee	→	SimPRO Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Microsoft 365 Record IDs	→	SimPRO External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Microsoft 365 Emails	→	SimPRO Custom Fields	Emails data from Microsoft 365 stored in SimPRO custom fields for reference
Microsoft 365 Calendar-events	→	SimPRO Custom Fields	Calendar-events data from Microsoft 365 stored in SimPRO custom fields for reference
Microsoft 365 Files	→	SimPRO Custom Fields	Files data from Microsoft 365 stored in SimPRO custom fields for reference
Microsoft 365 Contacts	→	SimPRO Custom Fields	Contacts data from Microsoft 365 stored in SimPRO custom fields for reference

Microsoft 365 + SimPRO Integration FAQ

Integration pricing depends on complexity, including the number of data objects synced (files), sync direction, custom business rules, and volume. Most Microsoft 365 to SimPRO integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

The most common data objects synced between Microsoft 365 and SimPRO include files. 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.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting, pagination, and queuing to ensure reliable performance at any scale.

Yes. Clever Ops has helped Financial Services businesses connect Microsoft 365 to SimPRO as part of their automation strategy. Each industry has unique data flows and compliance needs, and we tailor the integration accordingly. Based in Gippsland, Victoria, we understand the Australian market deeply.

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.

Our integrations include retry logic and error queuing. If SimPRO is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

Yes. We have built integrations for Professional Services businesses that rely on both Microsoft 365 and SimPRO. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.