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M1 Financial Record Initial Setup

Updated
The Goal: Map your Fee Items to M1 Financial Record settings so GrowthZone can identify the financial records that need to be sent to M1.

Before You Begin:

  • GrowthZone must have enabled Enable Sync - One-Way to Financial for your database.
  • You need staff access to the Real Estate Edition settings.
  • Have the NRDS Payment Type codes ready for the dues types you collect.

Step-by-Step Instructions

Initially, GrowthZone will enable Enable Sync - One-Way to Financial. Then, in order for your software to identify financial records that need to be sent to M1, Fee Items must be “mapped” to Financial Record settings.

  1. Click Settings in the left-hand rail.
  2. Click Finance Settings in the Real Estate Edition section.

  3. In the M1 Financial Mapping section, click the icon.

  4. From the Fee Items list, select the Fee item that should be mapped over to the appropriate NRDS Payment types.
  5. Enter the Payment Type. The following codes are required for the dues types displayed. For any other dues type collected, you can define your own codes, but the dues paid below have these suggested types:
    • NATL National Dues
    • IMAG Image Awareness Assessment
    • STAT State Dues
    • LEGL Legal Fund
    • RPAC RPAC contribution
    • LOCL Local Dues

  6. Repeat the steps above to map additional fee items.

  7. Click the Save button at the top of the page to save your changes.

Common Pitfalls

  • Wrong NRDS code for required dues: National, State, and Local dues plus the required assessments (NATL, IMAG, STAT, LEGL, RPAC, LOCL) must use the exact codes shown above — custom codes are only acceptable for other dues types you collect.

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