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SentriLock Implementation Instructions

Updated

How it works:

GrowthZone uses an API to send a one-way sync to SentriLock. Once live, updates are sent from GrowthZone to SentriLock every 5 minutes.

 

 

PROJECT KICK OFF

 

Overview: 

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

 

Ticketing Process for RE Integrations (Review the below and we'll remove the red notation)

  • When requesting the initial data files, the Integration Specialist will CC platformintegrations@growthzone.com email 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, date 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:

To:   Customer Relations Managers <AccountReps@sentrilock.com>; Tom Sticka <tsticka@sentrilock.com>; Thaddeus Gearhart <tgearhart@sentrilock.com>

cc: <customer>

Subject: Sentrilock/GrowthZone | <customer name> Agent/Office files

Greetings!

We would like to request an export of the Agent and Office information for this customer along with their SiteID. Please send the information in a CSV format with the following fields. We will be using this information for our conversion to GrowthZone AMS. 

 

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) - https://helpdesk.growthzone.com/staff/kb/articles/2395-nrds-implementation-instructions

 

Lockbox (if applicable) -

Sentrilock https://helpdesk.growthzone.com/staff/kb/articles/2392-sentrilock-implementation-instructions;

SUPRA https://helpdesk.growthzone.com/staff/kb/articles/2391-supra-implementation-instructions

 

 

STAGING| TESTING

No testing is needed

 

  • Once the data has been pulled from Sentrilock and all other integrations, the Integration Specialist will create a staging database.
  • Verify the Import Feature Settings are on. Setup -> Import Features
  • Verify in the Setup -> Real Estate Integrations -> Lockbox Tab  that SentriLock is selected as the LockBox. 
  • 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 being imported correctly.  

 

 

GO LIVE:

Coordinate go live with Sentrilock

  • Request data for final

  • Request Site Id and Board Number

 

Setup:

  1. The GrowthZone Real Estate API is setup by Platform Integrations

Go to Setup>Applications>API Key Permissions ***If this is not a visible option in Setup, then the API module needs to be added via tenant settings.

 

 

 

Add Real Estate Settings

  • Go to Setup>Integrations>Real Estate Settings

  • 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.

  • Sentrilock Site Id = received from Sentrilock

  • Sentrilock Board Number = received from Sentrilock

  • 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

  • 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

  • Save

  • Go to Setup>GrowthZone Staff Only Tools>Kafka Utilities>Force Changed Contact Kafka

 

Troubleshooting Tips & Tricks

  • Switching from Supra to SentriLock: When you are entering in the Site ID and saving, If you are getting an error message "String must have a value parameter name: Plain Text" You must leave something in the Supra password slot. 
  • Only new records will push over for the initial feed of data
    • The client will need to update both GZ and the vendor