Our integration routines are designed to be used out of the box and take just minutes to enable.
Your business could be reaping the rewards of efficiency gains, particularly in this era of limited resourcing. Why not get the most out of your systems rather than just your people?
Simply pick the routines that will improve your operations and we will enable them.
Routines can be scheduled to run nightly or hourly.
Entry level pricing is listed but dependent on company size, volume of transactions and frequency of transfer, with a 5% discount for two integrations a 10% discount for three integration. Pricing for three or more integrations and/or multiple entities is negotiable.
Enhancements/customisations to existing routines can be quoted on request.
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Any newly created supplier record in Jobpac will have the corresponding vendor record created in SimPRO, including the Jobpac Creditor Code in a SimPRO custom field labelled JOBPAC CREDITOR CODE.
Any new payment of a customer invoice in Jobpac will update the corresponding customer invoice in SimPRO with payment details.
Any newly created customer records in SimPRO will create the corresponding vendor record in Jobpac.
The routine users the customer ID as the debtor code within Jobpac.
Any new customer invoice created in SimPRO is created in Jobpac. However, the routine also first checks a custom field on the customer record in SimPRO labelled JOBPAC DEBTOR CODE. This allows us to use existing Jobpac debtors as well as new ones.
This routine posts ALL invoices into Jobpac to a single job nominated by the customer.
This routine checks SimPRO for all UNRECEIPTED purchase orders (and newly created RECEIPTED ones) and creates the corresponding approved purchase order (with line items) in Jobpac. It then sets the status of the order in SimPRO to "uploaded to Jobpac".
This routine posts ALL orders into Jobpac to a single job and cost centre nominated by the customer.
The routine checks a custom field on the vendor record for the Jobpac creditor code to use as the code when posting the purchase order details.
All new projects in Jobpac will be created as locations within KeyPay.
Labour cost centres on those jobs will be created as sub-locations of the location.
The location will be set with the STATE specified in the Jobpac project.
Locations will be set with ACCESS TO ALL = false and sub-locations will be set with ACCESS TO ALL = true.
All projects marked as COMPLETE or FINANCIALLY COMPLETE in Jobpac will have sub-locations/cost centres marked as ACCESS TO ALL = false in KeyPay.
Users marked as PROJECT MANAGER in the Jobpac project will have their permissions updated within KeyPay to allow them to approve timesheets and leave within the corresponding KeyPay location/project.
Any newly created supplier record in Jobpac will have the corresponding vendor record created in Procore.
Any newly created Jobs in Jobpac will be added to the available Procore projects.
Any updates to Job information will be synced to existing Procore projects.
Any jobs changing from status = ACTIVE will be disabled in Procore.
Any new Job Cost Codes will be attached to corresponding Procore projects.
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