Getting Started PlanSwift + simPRO

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Installing the Planswift + simPRO Integration

Connect simPRO to Desktop app.

A. Go to the Connected Apps page.

B. Click to add a New Connected App.

C. Navigate to, or search for, the simPRO Connected App.

D. In the “Build Name” field, enter your simPRO Build Name in the following format: “https://<Build Name>.simprosuite.com/”

E. Click Authorize and Save.

I. Login with your simPRO credentials.

II. Choose YES to authorize the connection with zzBots.

Download the simPRO Plugin for PlanSwift.

A. In PlanSwift, open the Plugins tab.

B. Select to Import Plugin Package

C. Open the simPRO+ Integration from your downloads folder.

 

 

A. After you import the Plugin, the install wizard will open.

B. PlanSwift will close and need to be reopened after installation. Click “Yes” to confirm you are okay with this.

C. Click “Next” to install the Plugin.