Login

Articles in this section

Executive Overview Updater <> ResMan Integration

Overview

Updater is a certified integration partner of ResMan.  This document contains instructions on how to integrate Updater directly with ResMan by utilizing their API.  We want to help you understand how to integrate both in terms of the benefits you'll receive and the resources required to get the integration up and running.

How it works

For the Update integration, you'll need to share key pieces of the information outlined below.  We connect on a daily basis and programmatically pull information for any new residents that are moving in or out of your properties.  We then use that information to create Updater invites for each resident.

  1. Your ResMan account ID
  2. Your Property External IDs
  3. Your Company's name as ResMan would have it in their records

Creating an invite

Creating an invite is simple - there are just a few required fields that you'll need.

Required Data:

  • One address - The old or new address of the resident (both is better!)
  • Email address of the resident
  • First & Last name of the resident

  • A date related to the move

    • We do not access any financial or security information

Sending an invite:

Move-ins: Resident status equals pending or approved with a future move-in date on the resident's record.

Move-outs:  Resident status equals current with a future move-out data on the resident's record.

Setup

  1. A case ticket will need to be submitted through ResMan Support for the IA team to activate the Updater integration, along with providing unique property IDs.
      • You can submit a case by clicking the orange HELP button on the left side of your ResMan platform, click on Contact Customer Support. 
      • Request the Account ID, Property IDs, and Account Name as listed in the database and request that access to the properties be given to Updater.

  2. ResMan will reach out to Updater with access credentials.

  3. Please make sure that Updater is given access to GetMarketing4_0 and GetApplicantsandCurrentResidents.  Additionally, if pet information regarding which pets and the quantity allowed are not stored as part of GetMarketing4_0, please share this information with your Onboarding Coordinator.
  4. Confirm resident records sent to you by your Onboarding Coordinator
    • Bi-directional configuration (write-backs), please ensure that Updater is provided access to Residents/PostPets and Documents/Attachments. 

 

 

 

 

 

 

 

 

 

Related articles