How do I set up the ResMan Integration?
Follow the steps below to set up your connection with HappyCo. Once completed, your Pro Services contact will have access to the necessary IDs needed to complete the integration on the HappyCo side.
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Send a request to ResMan to enable the HappyCo integration for your account
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Once integration request to ResMan is complete, provide HappyCo with your Account ID
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HappyCo will now have a successful connection with the property groups/properties that you've selected.
Any HappyCo Admin can activate new properties directly through account.happyco.com under your Property Provisioning Portal tab.
Once the integration is set up, HappyCo will import work orders from the last 90 days from ResMan, and will continue to check for status changes to keep records up to date. Additionally, properties, units, and resident information can be imported from ResMan into HappyCo, allowing for comprehensive property management within the HappyCo platform.