Your Learning Curriculum
This is the master contents index for the M1 Integration. Work through the modules in order, or jump to the topic you need. Each link opens a dedicated article.
Module 1: Getting Started with M1 Integration
Understand the integration and the decisions to make before you begin syncing.
Module 2: Link M1, MLS, Lockbox Status to Membership Status
Configure and maintain the rules that tie membership status to M1, MLS, and Lockbox status.
Module 3: Working with Offices
Manage primary and secondary office records and the data sent to M1.
Working with Primary Offices
- → Working with Primary Offices
- → Data Sent to M1 for Primary Offices
- → Search M1 for Offices
- → Add a Primary Office
- → Assign an Association Staff Member to an Office
- → Add Office Additional Information
- → Change a Primary Office Record
- → Update Office DR
- → Update Primary Office M1 Status
- → Suspend an Office
- → How to Merge Records Synced to M1
Working with Secondary Offices
Module 4: Working with Agents
Manage primary and secondary agent records, designations, transfers, education, and Letters of Good Standing.
Working with Primary Agents
- → Data Sent to M1 for Primary Agents
- → Search M1 for an Agent
- → Add a Primary Agent
- → Add Primary Agent Additional Information
- → Change or Update a Primary Agent Record
- → Change a Primary Agent's NRDS M1 Status
- → Deactivate a Primary Agent
- → Move or Transfer a Primary Agent to a New Office
- → Remove a Primary Agent from an Office
- → How to "Fix" an Incorrect NRDS M1 Number
- → How to Merge Records Synced to M1
Working With Secondary Agents
- → Secondary Agent Records
- → Data Sent to M1 for Secondary Agents
- → Add a Secondary Agent
- → Add Additional Secondary Agent(s)
- → Update a Secondary Agent
Agent Records, Designations & Transfers
M1 Education Records
Letter of Good Standing
Module 5: M1 Financial Record
Set up and understand the M1 financial record, its business rules, and the data sent.
Module 6: Monitoring & Troubleshooting
Review sync activity to confirm records are flowing to M1 as expected.
Certification Goal: M1 Integration Administrator
By working through every module above, you will be able to confidently administer the full M1 integration — linking statuses, managing office and agent records, maintaining education and financial records, generating Letters of Good Standing, and monitoring the sync via the M1 Event Log.