Search



b) Create Account

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

    • Multiple tabs found in the BRINKS Dealer Portal have been consolidated to one 'Create Account' screen in SecurityTrax. Below you'll find descriptions of each of the main sections on the 'Create Account' window along with instructions. All values found in the drop-down menus in the 'Create Account' window are provided by BRINKS.

    NOTE: Field names vary for the same piece of information between SecurityTrax and BRINKS. Where applicable, these differences are referenced in the images below.





    Customer Information

    Select the appropriate values from the drop down menus based on the system installed. The CS Number, Receiver Phone, and Site Phone are entered onto the Customer Record in SecurityTrax. You'll need to enter the Panel Phone, Panel Location, and Panel Code in the BRINKS integration. (See Image 1)

    Image 1







    Zones

    The Zone ID and Comment are entered in the Equipment button on the Customer Record in SecurityTrax. For easy reference, it's recommended the value entered for the Comment be as close to the options available in the Location drop-down menu provided by BRINKS. (See Image 2)

    Image 2







    Contacts

    The Name and Phone # are entered in the Contact button on the Customer Record. There must be a separate Contract Signer, Emergency Verification Contact (EVC), and contact with 'Has Key' checked. The 'Cell Primary 1st Contact' checkbox can be checked on any one of the Contacts.

    BRINKS requires a 'Duress Code' as an Emergency Contact. Enter 'DISPATCH IMMEDIATELY' for the name and a numerical code as the phone number. SecurityTrax will automatically re-label it as a PIN in the BRINKS Integration. (See Images 3 & 4)

    Image 3



    Image 4







    Agencies

    Use the Agencies section of the BRINKS integration to select the appropriate authorities. (See Image 5)

    Image 5







    Site & System Options

    All of the values in the drop-down menus in this section originate from BRINKS. The items shown by default represent the minimum options required by BRINKS and cannot be removed (i.e. Three default Site Options and six default System Options).

    The drop-down menus on the left correlate with the values on the right. Make the applicable selections based on the system being installed then click Save.

    Click 'Add Site Option' or 'Add System Option' buttons for additional rows if needed on a customer by customer basis. (See Image 6)

    Image 6



    If additional default System Options are needed for all customers they can be added by following these steps:

    Image 7



    NOTE: To remove System Options added using the steps above, select 'Choose One' in the drop-down menu for the item to be removed.