Overview
The Simpro integration links Simpro (field service and job management) to GiveMe5 from Setup → Integrations. After you connect, you choose which Simpro event should drive review invitations in GiveMe5—using the Automation options the product shows for Simpro. When a selected event occurs, GiveMe5 can receive customer data from Simpro and send a review invitation with the flow you configure.
From here you can:
Connect Simpro securely — sign in with Simpro and approve GiveMe5 in one guided flow
Pick your triggers — turn on the Simpro events that should start an invitation in GiveMe5 (choices appear after you connect)
Let Simpro feed customer details — when a chosen trigger fires, GiveMe5 uses what Simpro sends so you avoid re-keying contacts
Disconnect when needed — remove the link from the same integration screen if you change systems or companies
Before you connect
Requirement | Why it matters |
Admin access in GiveMe5 | Only admins can open Setup → Integrations |
Simpro user who can approve partner connections | Simpro must authorize GiveMe5 during connect |
Simpro company or URL details if the screen asks for them | Your Simpro admin can supply base URL / company identifiers |
Correct GiveMe5 location / company | Avoid wiring the wrong brand if you manage several |
How to connect Simpro
Step 1: Open Integrations
Sign in to the GiveMe5 Dashboard as an Admin.
Open Setup in the sidebar.
Choose Integrations.
Confirm the right location (or account scope) is selected if your team uses more than one.
Step 2: Start the Simpro connection
In the integration grid, click Simpro.
Choose Connect (or the primary connect action shown).
When Simpro asks you to sign in, use a user who can approve the integration.
Step 3: Approve access in Simpro
Review the permissions Simpro displays for GiveMe5.
Approve the connection.
Wait until GiveMe5 shows connected on the Simpro integration detail.
GiveMe5 uses a secure OAuth-style hand-off with Simpro. If the window closes too soon or you cancel, start again from Step 2—check pop-up settings.
Step 4: Choose Simpro triggers for invitations
In Automation, select when GiveMe5 should act based on Simpro—so each matching event can pass customer data into GiveMe5 and queue a review invitation. Use only the trigger options your account displays.
After you connect
Triggers stay in charge — invitations run when Simpro events match what you enabled in GiveMe5, not on a manual copy-paste step.
Reconnect if Simpro asks you to re-authorize or tokens expire—use Setup → Integrations → Simpro.
If jobs or sites share customers, keep naming consistent in Simpro so GiveMe5 always matches the right person.
Tips
Collect base URL and company values from your Simpro administrator before you start if your tenant uses non-default URLs.
Try one job or customer end-to-end before rolling automation out account-wide.
Frequently asked questions
I connected but no data appeared in GiveMe5.
Wait a few minutes, confirm the trigger you expect is enabled in Automation, and retry with a test event. If it persists, contact GiveMe5 support with your Simpro company name and connection time.
Can I disconnect Simpro later?
Yes. Go to Setup → Integrations → Simpro and use disconnect or remove. Remove GiveMe5 from Simpro’s connected apps as well if your IT policy requires both sides.