Simpro API Essential Guide

What type of API does Simpro provide?

Based on the search results provided, there is no specific information about what type of API Simpro uses (e.g. REST, GraphQL, SOAP). The search results contain general information about different API types, but do not mention Simpro specifically.

To answer this question accurately, we would need additional information or documentation about Simpro's API. Without that, I cannot definitively state what type of API Simpro uses.

If you need to determine Simpro's API type, here are some suggestions:

1. Check Simpro's official documentation or developer resources, if available.
2. Contact Simpro's support or technical team directly.
3. Look for any API endpoints or integration guides provided by Simpro, which may give clues about the API type.
4. If you have access to the API, examine the request/response formats and structure, which can often indicate the API type.

In general, modern APIs tend to use REST or GraphQL, with REST being the most common. However, without specific information about Simpro, it's not possible to confirm which type they use.

Does the Simpro API have webhooks?

Yes, the official Simpro API does have webhooks. Here are the key points about Simpro's webhook functionality:

Webhook Support

The Simpro API documentation explicitly mentions webhooks as part of its "Getting Started" section. This indicates that webhooks are a supported feature of the API.

Webhook Subscriptions

The API documentation includes a section on "Webhook Subscriptions" under the "Setup" category. This suggests that users can set up and manage webhook subscriptions through the API.

Types of Events

While the search results don't provide specific details about the types of events you can subscribe to, the presence of various API endpoints suggests that webhooks might be available for different types of data and events. Some potential areas for webhook events could include:

• Jobs and Projects
• Customers and Contacts
• Invoices and Payments
• Inventory and Materials
• Quotes and Leads

However, to get a definitive list of available webhook events, you would need to consult the specific Webhook Subscriptions documentation or contact Simpro support.

Key Considerations

• The availability of a "Web Hooks" section in the "Getting Started" area implies that webhooks are a core feature of the API.
• The presence of a dedicated "Webhook Subscriptions" endpoint suggests that users have control over managing their webhook subscriptions.
• Given the breadth of data available through the API (customers, jobs, invoices, etc.), it's likely that webhooks can be set up for various event types across these categories.

Best Practices

When working with Simpro's webhooks:

1. Consult the specific Webhook Subscriptions documentation for detailed information on available events and subscription management.
2. Implement proper security measures when setting up your webhook endpoint.
3. Consider implementing retry logic and error handling for webhook deliveries.
4. Be mindful of any rate limits or restrictions on webhook usage.

To get the most accurate and up-to-date information on Simpro's webhook capabilities, it's recommended to review the latest API documentation or reach out to Simpro's developer support team.

Rate Limits and other limitations

Based on the search results provided, there is no specific information about the API rate limits for the Simpro API. The search results do not contain any details about rate limiting policies or specific limits for the Simpro API.

Here are the key points to consider:

1. The search results do not provide any concrete information about Simpro API rate limits.

2. There is a mention of "API Call Limits" in the navigation menu of the Simpro API documentation, but no details are provided in the search results.

3. There is a forum thread titled "Rate Limiting", but the content of the discussion is not included in the search results.

4. One search result mentions "API throttling limit reached", but it appears to be from a third-party service and does not provide specific information about Simpro's limits.

Given the lack of specific information in the search results, I cannot provide definitive details about the Simpro API rate limits. To get accurate information about the API rate limits, you would need to:

1. Check the official Simpro API documentation, specifically the section on "API Call Limits" mentioned in the navigation.

2. Contact Simpro support directly for the most up-to-date and accurate information on their API rate limiting policies.

3. If you have access to the Simpro developer forum, you could review the full thread on "Rate Limiting" to see if it contains any relevant information.

It's important to note that API rate limits can change over time, so always refer to the most current official documentation or contact the API provider directly for the most accurate and up-to-date information.

Latest API Version

Based on the search results provided, I could not find a specific mention of the most recent version of the Simpro API. However, I can provide some relevant information about Simpro's API and recent updates:

Recent Updates

The most recent update mentioned in the search results is for Simpro Premium, which had a release on August 11, 2024 AEST [4]. This release included:

• Cost centres can be made visible in the customer portal
• Improved visibility of Stripe failed ACH fees in Xero (US only)
• ACH Payment Status Updates (US only)
• Various improvements

API Documentation

The search results include links to Simpro's API documentation [1][5]. While the documentation doesn't explicitly state the most recent API version, it does provide comprehensive information about various API endpoints and functionalities.

Key Points to Consider

1. Simpro regularly updates its software, with new improvements released every two weeks for Simpro Premium [4].

2. The API documentation is available and covers a wide range of topics, including authentication, various endpoints for different aspects of the system (e.g., People, Projects, Materials, Payments and Invoicing), and setup options [1][5].

3. There is a developer forum where API updates and announcements are sometimes posted [2].

Best Practices

1. Always refer to the most up-to-date API documentation when developing integrations with Simpro.

2. Keep an eye on the Simpro Developer Center and forums for any announcements about API updates or changes.

3. If you need the most accurate and current information about the API version, it's best to contact Simpro support directly, as this information may not always be publicly available.

In conclusion, while I couldn't find a specific version number for the most recent Simpro API, the company regularly updates its software and provides comprehensive API documentation. For the most accurate and up-to-date information, it's recommended to consult the official Simpro Developer Center or contact their support team directly.

How to get a Simpro developer account and API Keys?

To get a developer account for Simpro to create an API integration, you need to follow these steps:

1. Register for a Simpro developer account:

   • Visit the Simpro Developer Center website (https://developer.simprogroup.com)
   • Look for an option to register or sign up for a developer account
   • Fill out the required information to create your account

2. Review the API documentation:

   • Once registered, familiarize yourself with the API documentation available on the Simpro Developer Center
   • This will help you understand the available endpoints, authentication methods, and best practices

3. Register your application:

   • Look for a section on "Registering your application" in the developer documentation
   • Follow the instructions to register your application and obtain the necessary credentials (e.g., API key, client ID, client secret)

4. Understand authentication:

   • Review the "Authenticating your application" section in the documentation
   • Simpro likely uses OAuth 2.0 for authentication, so make sure you understand the grant types and how to implement them

5. Set up your development environment:

   • Use the provided credentials to set up your development environment
   • Implement the authentication flow in your application

6. Start developing:

   • Begin making API calls to the endpoints you need for your integration
   • Use the examples provided in the documentation to guide your implementation

What can you do with the Simpro API?

Based on the information provided in the search results, here is a list of data models you can interact with using the Simpro API, along with what is possible for each:

People

• Contacts
  • Create, read, update, and delete contact information
• Contractors
  • Manage contractor details and assignments
• Customers
  • Handle customer data, including creation and updates
• Employees
  • Manage employee information and roles
• Sites
  • Create and manage site locations
• Staff
  • Handle staff details and permissions
• Vendors/Suppliers
  • Manage vendor and supplier information

Projects

• Jobs
  • Create, update, and track job details
• Job Cost Centers
  • Manage cost centers associated with jobs
• Recurring Jobs
  • Set up and manage recurring job schedules
• Recurring Job Cost Centers
  • Handle cost centers for recurring jobs
• Leads
  • Create and manage sales leads
• Quotes
  • Generate and manage quotes for potential jobs
• Quotes Cost Centers
  • Handle cost centers associated with quotes
• Contractor Jobs
  • Manage jobs assigned to contractors

Materials

• Catalogs
  • Manage product catalogs
• Inventory/Stock
  • Track and update inventory levels
• Prebuilds
  • Manage prebuild configurations
• Take Off Templates
  • Create and use templates for material takeoffs
• Vendor/Supplier Quotes
  • Handle quotes from vendors and suppliers
• Vendor/Supplier Orders
  • Manage orders placed with vendors and suppliers

Payments and Invoicing

• Invoices
  • Create, update, and manage invoices
• Contractor Invoices
  • Handle invoices specific to contractors
• Customer Payments
  • Process and track customer payments
• Vendor/Supplier Receipts
  • Manage receipts from vendors and suppliers
• Vendor/Supplier Credits
  • Handle credit notes from vendors and suppliers
• Recurring Invoices
  • Set up and manage recurring invoice schedules
• Recurring Invoice Cost Centers
  • Handle cost centers for recurring invoices
• Credit Notes
  • Create and manage credit notes

Setup

• Accounts
  • Manage account settings and configurations
• Activities
  • Track and manage various activities
• Asset Builder
  • Create and manage asset configurations
• Custom Fields
  • Define and use custom fields across various entities
• Customer Groups
  • Create and manage customer groupings
• Labor/Fees
  • Set up and manage labor rates and fees
• Materials
  • Manage material configurations
• Security Groups
  • Define and manage user access levels
• Status Codes
  • Create and manage status codes for various entities
• Tags
  • Create and apply tags to different entities
• Tax Codes
  • Manage tax codes and rates

Reports

• Job Reports
  • Generate and access various job-related reports

Others

• Accounting
  • Interact with accounting-related data
• Companies
  • Manage company information
• Customer Assets
  • Track and manage customer-owned assets
• Current User
  • Access and update current user information
• Info
  • Retrieve system and configuration information
• Logs
  • Access and manage system logs
• Plant and Equipment
  • Manage company-owned equipment and assets
• Schedules
  • Create and manage schedules for various entities
• Tasks
  • Create, assign, and track tasks
• Work Orders / Job Cards
  • Manage work orders and job cards

This list covers the main data models and functionalities available through the Simpro API. Each model allows for various operations such as creating, reading, updating, and deleting records, as well as more specific actions related to the particular entity.