Simple-Simon Integration with Unit4: Work smarter without changing your workflow

Looking to save time, reduce errors, and streamline your administration? Use Unit4 as your ERP system for quotes and invoicing, and integrate it seamlessly with Simple-Simon – the go-to solution for managing digital work orders, planning, and optimising your field service operations. Best of all, there’s no need to change your current workflow: Unit4 remains the leading system, while Simple-Simon follows. Thanks to this seamless integration, your digital work orders are automatically synchronised with your administration in Unit4, allowing you to work faster, smarter, and more efficiently.

Why Choose the Simple-Simon & Unit 4 Integration?

Integrating these two powerful systems offers numerous benefits:

  1. Sync Customers and Items Automatically
    Unit4 automatically sends your customer and item data to Simple-Simon, ensuring you always work with up-to-date information;
  2. From Sales Order to Work Order
    A sales order created in Unit4 is effortlessly converted into a work order in Simple-Simon, ready to be assigned and executed by your field staff;
  3. From Work Order to Invoice
    Once a work order is completed, it is automatically sent back to Unit4 and converted into an invoice or sales order. No more manual data entry!

How does the integration work?

  • Faster Invoicing: Work order completed? Send the invoice via Unit4 within just 5 minutes;
  • Eliminate Errors: Automatic synchronisation between Simple-Simon and Unit4 ensures data is always transferred accurately, no more manual mistakes;
  • Save Time: Customers, items, and orders are synced instantly between systems, eliminating double data entry.
  • Quick Setup: Connect Simple-Simon with Unit4 in just 5 minutes — no technical expertise required.

Benefits of the Simple-Simon | Unit4 Integration

Combine the simplicity of Simple-Simon for managing work orders with the powerful administration tools of Unit4. Boost your efficiency, stay organised, and save both time and money.

  • Seamless Synchronisation: Customers, items, and sales orders flow effortlessly between both systems, always up-to-date, always accurate;
  • Flexible Configuration: Tailor the integration to match your business workflows and preferences;
  • Start Immediately: Create a free test account and experience the integration for yourself.

How to set up the integration

Follow these easy steps to get started:

  1. Create a free Simple-Simon trial account or log in to your existing account
  2. In the Simple-Simon office module, go to ‘Integrations’ and click on ‘Activate Integrations’.
  3. Select Unit4 and follow the three simple steps to complete the integration.

Integration maintenance costs (Save the first year)

Enjoy free use of the Simple-Simon and Unit4 integration for the first year.* After that, maintenance costs are only €27.50 per month, billed annually in advance to keep admin overhead low. Ongoing maintenance ensures your integration stays reliable and up to date.

Learn more about the technical setup and integration maintenance here. Make sure to also review the general integration terms and conditions.

*Note: To access all necessary API functionalities, your Unit4 licence must meet the requirements set by the provider.

Start today!

Want less admin, faster invoicing, and a more efficient workflow? Connect Simple-Simon with Teamleader today. Create your free account and discover how this integration simplifies your work!

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Complete for €27,50  per month, per user

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