Step 1: Setup an EzzyBills trial account
Go to www.ezzybills.com and click Try EzzyBills for free; Follow the prompt to set up a user account – make sure choose Integrate With simPRO.
Step 2: Create an API application in your simPRO
Login to your simPRO. In System > Setup > API, click Create Application. Enter “EzzyBills” as the Company and Name, and set Grant Type to “API Key”.
Click the down arrow under the field Key File to download the key to a file. The file will look like the screenshot below. Copy the access_token and paste in Step 3 as the simPRO key.
The simPRO host name is whatever appears in your url when you login to simPRO. For example, the host name is “Billsbikes” if the url is https://billsbikes.simprosuite.com/.
For more details on simPro API setup, visit https://developer.simprogroup.com/apidoc/
Step 3: Edit EzzyBills Settings
Login to EzzyBills, click Settings. Add the simPRO Host and simPRO Key (which are generated in simPRO in Step 2). click Save Settings.
Now you have set up the connection between simPRO and EzzyBills.
Step 4: Import bills into simPRO
Now the connection is all set. You can start to upload bills to EzzyBills (via file upload, or email, or EzzyBills phone app). EzzyBills will then export the bills into simPRO.
Requirements of the bills:
- The Purchase Order for the bill must exist in simPRO (note: make sure you disable PO override)
- The item on the bills must exist in the simPRO catalog
- Service invoice will not get processed into simPRO