Getting Started PlanSwift + simPRO
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Installing the Planswift + simPRO Integration
Connect simPRO to Desktop app.
A. Download zzBots Desktop for simPRO integration
B. Open the app, and log in or create a zzBots account.
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.