SentriLock Implementation Instructions

Step-by-Step Instructions

Project Kick-Off

Overview: The Integration Specialist reaches out to SENTRILOCK and the customer to receive data files for the agent and the office. Testing is done only in Production.

Ticketing Process for RE Integrations

• When requesting the initial data files, the Integration Specialist will CC platformintegrations@growthzone.com to create a SentriLock- (Tenant Name) ticket for project visibility. That ticket will then be related to the main Migration ticket.
• All communication with the vendor, for the project, will be tracked in this related ticket. All project movement, communication between GZ Teams, updates, data files, and meeting dates will still be placed in a private note in the main Migration ticket for the Onboarder and Migrations team.
• The purpose of the related SentriLock- (Tenant Name) ticket is to allow visibility on the vendor communications for all RE Integrations staff. The related SentriLock- (Tenant Name) ticket will remain In Progress until the full integration is turned on and completed. The RE Integration point of contact for the project will be the Assignee on the related SentriLock- (Tenant Name).

Data Process

SentriLock will provide the Agent & Office files used to import into GrowthZone. Use the following email details to request data:

Agent

•AgentExternalID
•AgentLastName
•AgentFirstName
•PhoneNumber
•NRDSID
•Status
•UserType
•EmailAddress
•CurrentUserName
•ExternalCompanyID
•CardStatus

Office

•CompanyName
•Status
•CompanyExternalID
•StreetAddress
•StreetAddress2
•City
•State
•ZipCode
•CompanyPhoneNumber

Outlined process for other integrations that may be occurring simultaneously:

• M1 (if applicable) — NRDS Implementation Instructions
• Lockbox (if applicable) — SentriLock SentriLock Implementation Instructions
• SUPRA SUPRA Implementation Instructions

Staging | Testing

No testing is needed.

1. Once the data has been pulled from SentriLock and all other integrations, the Integration Specialist will create a staging database.
2. Verify the Import Feature Settings are on. Go to Settings, Real Estate Edition section, click Import Features.
   
3. Go to Settings, Real Estate Edition section, click Lockbox Settings and verify that SentriLock is selected as the LockBox.
4. Once all data sources are obtained and the Staging Database is created, the Integration Specialist will move the ticket to In Review for the Onboarder to move to Migrations when ready.

Once the Staging data has been imported by Migrations, it should be reviewed by Onboarding in conjunction with Platform Integrations and the Customer to ensure that the data was imported correctly.

Go Live

Coordinate go-live with SentriLock:

• Request data for final.
• Request Site ID and Board Number.

Setup the API (completed by Platform Integrations):

1. The GrowthZone Real Estate API is set up by Platform Integrations. Go to Settings, Advanced Settings section, click API Key Permissions. ***If this is not a visible option, then the API module needs to be added via tenant settings.
   

Add Real Estate Settings:

1. Go to Settings, Real Estate Edition section, click Real Estate Settings.
2. Select to “Enable Sync” and set the Go Live date & time. Remember to set the time for at least 2hrs from the time you are completing this to allow for all contacts to get to IIT. For example, if it is 8:00 AM set the go live time to 10:00 AM.
3. Set Sentrilock Site Id = received from SentriLock.
4. Set Sentrilock Board Number = received from SentriLock.
5. Lockbox Member Level
   • Username
     • M1 ID — if selected, this means that ALL of their Agents have the M1 ID as their Username and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • MLS ID — if selected, this means that ALL of their Agents have the MLS ID as their Username and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • Custom — this allows for a free text field to accommodate any type of format.
   • External Id Source
     • M1 ID — if selected, this means that ALL of their Agents have the M1 ID as their External ID and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • MLS ID — if selected, this means that ALL of their Agents have the MLS ID as their External ID and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • Custom — this allows for a free text field to accommodate any type of format.
   • Office Source
     • M1 ID — if selected, this means that ALL of their Offices have the M1 ID as their Office Id and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • MLS ID — if selected, this means that ALL of their Offices have the MLS ID as their Office Id and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • Custom — this allows for a free text field to accommodate any type of format.
6. Lockbox Office Level
   • External ID
     • M1 ID — if selected, this means that ALL of their Offices have the NRDS ID as their External Id and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • MLS ID — if selected, this means that ALL of their Offices have the MLS ID as their External Id and we will pull from that field to send to SentriLock, no need to add the id. If this is true for all but one, then Custom needs to be selected instead.
     • Custom — this allows for a free text field to accommodate any type of format.

7. Click Save.
8. Run Force Changed Contact Kafka from the internal Kafka Utilities tools.