# Excel (by Aloka Technologies)
> Connect your spreadsheet reporting and data management workflows in Excel directly with your field operations in Simpro

Canonical page: https://marketplace.simprogroup.com/apps/excel
Marketplace: Simpro Marketplace
Last updated: 2026-06-17
Logo: https://assets.partnerfleet.app/uplzp3w3mvysgel9zho16yd6rysu

## At a glance
- Integration Type: [Workflows & Automations](https://marketplace.simprogroup.com/t/integration-type/workflows-and-automations)
- Available In: Australia, Canada, New Zealand, UK & Ireland, United States
- Website: [www.aloka.com.au](https://www.aloka.com.au/)

## Call to actions
- **Get in Touch** — submit the contact form on https://marketplace.simprogroup.com/apps/excel
- [Learn More](https://www.aloka.com.au/integration)

## 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.

## Media
- ![Excel (by Aloka Technologies)](https://assets.partnerfleet.app/cy0uf5xbuanbw5uyizc9svlhqqe6)
- ![Excel (by Aloka Technologies)](https://assets.partnerfleet.app/rjhw1dnhymm22ep5dco63ay7etn0)