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2) Entering Dealer Site Credentials Into SecurityTrax

SUPPORT

Integrations Guide

INTERACTIVE SERVICE PROVIDERS
  • ALARM.COM
  • Introduction
  • 1) Creating Dealer Site Credentials for SecurityTrax
  • 2) Entering Dealer Site Credentials Into SecurityTrax
  • 3) Creating a Seamless Login Experience
  • 4) Using the Alarm.com Integration
  • 5) Alarm.com Billing Integration
  • 6) Alarm.com Builder Program Sync
  • SecureNet
    • CREDIT BUREAUS
  • Credit Bureau Integration
  • Security Equity Partners (SEP)
    • CENTRAL STATIONS
  • AvantGuard
  • Chat Feature Access
  • CMS
  • COPS Monitoring
  • 1) Entering COPS Monitoring Credentials in SecurityTrax
  • 2) Prepare Account for COPS Monitoring
  • 3) Shell Account with COPS Monitoring
  • 4) Account Testing & Editing
  • BRINKS Dealer Portal
  • 1) Entering BRINKS Credentials in SecurityTrax
  • 2) Entering Alarm.com Credentials in SecurityTrax
  • 3) BRINKS Bounce & Entering HART Credentials in SecurityTrax
  • 4) Obtaining Block(s) of Account Numbers
  • 5) Shell Account with Alarm.com
  • 6) Shell Account with BRINKS
  • a) Add 2-Way Device ID to Shell
  • b) Create Account
  • c) View Event Histories
  • d) BRINKS eContract
  • 7) Account Testing & Editing
  • Rapid Response
  • Rapid Response Event History
  • United Central Control
    • CENTRAL STATION MONITORING PLATFORMS
  • Stages
  • Bold
  • Mastermind
    • DEALER PROGRAMS
  • ADT
  • ADT Integration
  • 1) Enabling ADT
  • 2) Test Monitoring Company
  • 3) Equipment Mapping
  • 4) Testing Setup
  • 5) Order Setup
  • 5a) Fill out the Customer Information
  • 5b) Default Billing Method
  • 5c) Equipment
  • 5d) Emergency Contacts
  • 6) Create Order
  • 6a) Create Order in ADT Integration Window
  • 6b) eContracts
  • 6c) Confirm Order/Submission
  • 6d) Verify ADT Serial MAN and Account Number
  • 7) ADT Production Usage
  • 8) Commercial Accounts
  • 9) Funding Status Collections Report and Disposition Information
  • ADT FAQ
  • PreOrder Checks
  • Credit Check Setup
  • DocuSign Setup
  • DocuSign Usage - ADT Specific
  • Shellper Setup & Usage
  • How to Change Your API Password
  • ADT Canada
  • Central Security Group
  • Dynamark
    • DIALERS
  • Five9
    • DOCUSIGN
  • SecurityTrax / DocuSign Integration Setup
  • 1) DocuSign Account Information
  • 2) Linking Your DocuSign Account to SecurityTrax
  • 3) Field Names to Use in DocuSign
  • 4a) Creating Contract Templates Using the NEW DocuSign Interface
  • 4b) Creating Contract Templates Using the CLASSIC DocuSign Interface
  • 5) Using DocuSign
    • DOORKNOCKERS
  • SalesRabbit
    • MARKETING
  • HubSpot
    • VENDORS
  • Tri-ed Electronic Order Authorization
    • XML/RPC
  • Sample Code
  • Creating Customers
  • Creating Customer Notes
  • Creating Leads
  • Creating Tech Appointments
  • Requesting Customer Emergency Contacts
  • Requesting Customer Information
  • Requesting Customer's SecurityTrax ID By Identifier
  • Requesting Tech Availability - Slot Based
  • Updating Customer Confirmation Numbers

    • How to enter the Alarm.com Dealer Site credentials created in the previous step into SecurityTrax:

    OPTIONAL: Check the 'Import Leads from Alarm.com' checkbox if you've subscribed to the Alarm.com CLS. Leads from the CLS will import directly into SecurityTrax. Select the Partner Company and Campaign created for the Referral, Dealer Branded Website, Self Created, and Refer a Friend locations then click Save and Stay.

    OPTIONAL: Check the 'Enable Service Tickets' and 'Enable Upsell Tickets' checkboxes and select a user to receive the notifications for each.

    Repeat the process outlined above for each of your Alarm.com accounts.