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Installing Espro Interface

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  1. Install the Espro 7 API as per the instructions and ensure it is running correctly. It might need a restart if it is not cooperating.
  2. Create a user in Espro 7 entitled API with administrator rights and a randomly generated strong password that does not require resetting on first login.
  3. Log into the customer's simPRO with a user that has privileges to access the API, Accounts and Labour Rates areas of the simPRO settings. Ensure the correct company is selected using the coloured pane on the left.
  4. Proceed to the Legacy Applications area, located under System Settings (top right of screen) → API → Applications → the little link at the bottom of the application list saying "legacy API"
  5. Create a new application with the following settings

    • Company : Spearhead Software

    • Email Address : support@spearhead.com.au

    • Application Title : Espro 7 Interface

    • Application URI : http://spearhead.com.au

    • Description : Interface to Espro

    • Oauth key: spearhead-espro

    • Access Type : Direct Access

    • Host : 0.0.0.0/0

  6. Download the key and open the downloaded text file for later use.
  7. Make note of the following settings in simPRO:
    1. Labour → Labour Rates and choose an appropriate labour rate to use as the default for all posted jobs (can be anything, just is required to post).
    2. Accounts → Cost Centres and choose an appropriate cost centre to use as above.
    3. Company tab → Name
  8. Download and run the installer.
  9. Run Interface and open the Options menu, entering the following details:
    1. Espro
      • Enter the IP Address and Port Number of the Espro 7 API
      • The Espro username and password as created in step 2.
    2. simPRO
      • URL will typically take the format of https://<domain>.simprosuite.com/api/ (some customers will still be on simprocloud)
      • The API Consumer Key and API Consumer Secret can be found in the downloaded text file from step 6. Note the text file has non-Windows line endings so all the words join together–do not accidentally copy the S from Signature when copying the secret.
      • Company Name, Job Cost Centre Name and Labour Rate Name come from the details noted in step 7.
  10. Hit OK and refresh to see if everything is populating correctly. Typically for most new customers we will also use the Link Data function on first install.

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