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4) Using the Alarm.com Integration

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

    • Push a Customer Account to Alarm.com



    The Alarm.com Popup Window

    If you're familiar with the Alarm.com Dealer Site you'll recognize the options presented in the pop up window.

    NOTE: The radio buttons at the top for 'Create Customer' and 'Create Commitment'. Toggling between the two changes which fields are required. While both are supported, it's more common to see dealers skip the 'Create Commitment' step and opt to 'Create Customer' once all of the customer information has been entered into SecurityTrax.

    In the "Package" drop down list customized packages that have been created on Alarm.com's site will also show up here.

    Post Account Push Menu

    Clicking the Alarm.com tool on the Customer Record after pushing the account to Alarm.com displays several options, including Email Welcome Letter, Reset Customer Password, etc.


    ADC Signal History

    Look up the customer's Alarm.com Signal History for a given day. Click on the ADC button and select "View Event History" in the drop down. Then select the date you want to look at and click "View History". The full 24 hrs from AM to PM of signals will show up in the window.



    The full 24 hrs from AM to PM of signals will show up in the window.







    Utilize the Seamless Login Experience

    After successfully pushing a customer account to Alarm.com, a small Alarm.com logo will appear next to the first name field on a Customer Record. When clicked, a separate browser tab will open the Alarm.com System Check for the account.

    From the System Check interface, the user can navigate throughout the Alarm.com Dealer Site without needing to log into Alarm.com separately.

    NOTE: The name of the Sales Rep and Technician assigned to the customer in SecurityTrax are also pushed to the Alarm.com Dealer Site if the users have entered their Alarm.com credentials on their SecurityTrax user account as part of the Seamless Login Experience.







    Linking Existing Accounts

    SecurityTrax supports linking existing accounts on the Alarm.com Dealer Site with accounts in SecurityTrax. The steps below relate to linking single accounts. Create a SecurityTrax Ticket if you have several accounts to link.