Excel (by Aloka Technologies)
Excel is the industry-standard spreadsheet platform from Microsoft, enabling users to manage, analyze, and automate business data across quoting, scheduling, reporting, and operations.
Description
Integrating Excel with Simpro empowers teams to sync vital job and quote data for real-time visibility and streamlined workflows. Aloka Integration Hub allows two-way syncing of quotes, bills of materials (BOM), and schedules between Simpro and Excel, ensuring that pricing, quantities, and project plans are always accurate and accessible. Jobs can be created directly from spreadsheet data, while flexible custom logic supports automated calculations, mapping, and reporting—eliminating double-entry and reducing manual overhead.
The result is a responsive, scalable platform for quoting, project planning, and job management—bridging field service operations with robust analytics and automation capabilities.
Features
Sync Quotes BOM
Sync quotes and associated bills of materials (BOM) between Simpro and Excel for accurate, up-to-date pricing and resource planning.
Sync Job BOM
Transfer job-specific BOM details in real time, keeping both field teams and estimators aligned.
Sync Schedule
Integrate Simpro schedules with Excel to enable drag-and-drop planning, review, and automated updates.
Create Jobs
Instantly create new Simpro jobs from Excel data, allowing for bulk import and fast deployment.
Custom Logic
Aloka Integration Hub enables tailored automation—custom calculations, advanced formulas, and workflow triggers to match any business need.
