SimproCentrusExcel

simpro + excel

Simpro has the numbers. Centrus writes the workbook.

Simpro reports already download as CSV files that open in Excel. Centrus writes the finished workbook from Simpro: ask in chat for a call list of customers with no service contract, or have an agent send each client their open quotes every Monday.

Book a demoWhat Centrus adds

already built in

What Simpro exports, and what Centrus adds

Keep Simpro's own reports. Centrus works across both systems, on the work that still falls to someone in the office.

Simpro's own reports

  • Reports such as the Job List and the Profit and Loss Summary download as CSV, viewable in Excel.
  • Reports can be filtered by cost centre, zone, technician and date before they download.
  • Scheduled reports are emailed as PDFs.

What Centrus adds

  • Customers on repeated call-outs with no maintenance contract, listed in a workbook from one question.
  • Open quotes grouped by client and emailed to each one as a workbook every Monday.
  • The monthly pack written on the 1st in the layout you already send, with anyone owing over 30 days flagged.

Checked on 28/10/2026 against Job List report, Simpro help guide and Profit and Loss Summary report, Simpro help guide.

examples

Built on Simpro and Excel together

Each one is an example agent or question that reads or writes both systems. Build it as it is, or describe your own version.

  1. 01

    Customers on reactive work with no service contract

    Which customers keep calling you out with no contract? A call list from Simpro, in Excel.

    Read the use case: Customers on reactive work with no service contractWorks with BigChange, Joblogic, Simpro, Excel

  2. 02

    Open quotes report for each client, every Monday

    Every Monday, each client gets a workbook of their open Simpro quotes, with value, age and status.

    Read the use case: Open quotes report for each client, every MondayWorks with BigChange, Simpro, Outlook, Excel

  3. 03

    Excel reports, described in a sentence

    Describe the report once. On the 1st it is written from Simpro, in the format you already send.

    Read the use case: Excel reports, described in a sentenceWorks with BigChange, Joblogic, Simpro, Excel, Word, Xero, Google Sheets, Google Docs
01 / 03

how one runs

Reactive customers, turned into a call list

One question in chat. Make it monthly in Agent Builder and the list arrives before the sales meeting.

01

Ask the question

Set the rule in your own words: three or more call-outs this year, and no maintenance contract.

02

Jobs grouped by customer

Reactive jobs in Simpro are grouped by customer and checked against who already has a contract.

03

The call list comes back

A workbook with each customer's spend, jobs and contact, highest first, saved to OneDrive.

04

Monthly, if you like

Describe it once in Agent Builder and the same list is written on the 1st of every month.

See the use case: Customers on reactive work with no service contract

setup

Two connections, each made once

Each system connects on its own card in Integrations. Agents keep their own connection, so a scheduled run never depends on one person staying signed in.

Connect Simpro

In Simpro, create an application under System, Setup, API, Applications, using the API Key method. Paste the key into Integrations with your build URL and company ID, which is 0 on most builds. Centrus checks it before saving.

How to connectThe Simpro setup

Connect Excel

Each person clicks Connect on the Microsoft Excel card and signs in with Microsoft. Chat then works on the workbooks in that person's OneDrive. If your Microsoft 365 asks for approval, IT approves Centrus once.

How to connectThe Excel setup

the integrationSimproJobs, schedules, quotes and invoices answered from live Simpro. Reports and follow-ups built by agents.the integrationExcelThe workbooks your office builds by hand, written from live jobs and sent on a schedule.

other pairings

questions

Simpro and Excel questions

You can, and for a one-off it is quickest. Centrus is for the workbook someone rebuilds every week or month: it reads Simpro, does the grouping and the layout, and sends the finished file, so nobody pastes a CSV into last month's template.

Asked in chat, it is saved to the asker's OneDrive and shared in the reply. An agent can save it to a set folder, such as the month-end folder, or attach it to an email to finance or a client.

Yes. The open quotes agent groups quotes by client and emails each contact a workbook of their own, with the value, the age and the status of every quote waiting on them, sent from Outlook in your wording.

No. A reporting agent reads jobs, quotes and invoices and writes the workbook. It only uses the steps you give it, so nothing in Simpro changes unless you add a step that does.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We turn a Simpro report you build by hand into a workbook that writes itself, on a setup like yours.
  3. 03We pick out the admin that should run itself first.

See Simpro and Excel working together.

Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing