Connect Integrations (Sierra Interactive to RealSynch BI)

Jenny
Jenny

 

 

To connect RealSynch to Sierra Interactive to RealSynch BI, follow these step-by-step instructions:

 

  • There are two ways to begin creating your integrations:

Select the Integrations option on the Left hand Menu:

Or, the Create Integration button in the upper right:

  • Select Source:

  • Choose Sierra Interactive then hit proceed.

  • Next, select your Source triggers (all options are enabled by default) and click Save:

  • Once saved, you will move to the Target side of the Integration. Select your target and click Proceed:

 

  • Next, select the actions you would like performed for each Trigger that was selected on the Source side (all options are enabled by default). Click Save:

 

  • Name the Integration and click Done:

 

  • Select your mapping method for each metric:

 

 

  • Click Done once you have chosen your selected mapping method:

 

  • Complete the mapping process and click Done:

 

*Note: all options must be mapped to proceed and publish the integration

Your Integration is now Active and ready to use!

  • You can find your integration on your dashboard, and the integration can be updated using the Settings Option by clicking the Ellipsis > Edit:

 

 
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.