How to connect Ideal Electrical with Simpro
Follow these simple steps to connect your Ideal Electrical account with Simpro. You’ll need access to both your Simpro account and Ideal Electrical web account to complete the setup.
1
Step 1
Login to the Ideal Electrical website and bring up the Integrations page here, then select the Simpro tile.
2
Step 2
Login to Simpro and navigate to Utilities > Import > Supplier Invoices for Invoices or Catalogue for Price file
3
Step 3
Paste the copied credentials into the Simpro User ID and Password fields and enter your Ideal Account Number (as shown)
4
Step 4
Paste the copied credentials into the Simpro User ID and Password fields and enter your Ideal Account Number (as shown)
5
Step 5
Click the Validate button, and you're connected!