What is Integration Management in Admin Center?
Integration Management in Admin Center enables users to enter and manage credentials for Property Management Systems (PMS) with which we have developed integrations. It allows users to select a supported PMS for integration and provides a form to input specific credential information required for authorization between the PMS and HappyCo.
The currently supported PMS are as follows:
- Appfolio
- Entrata
- MRI
- RealPage
- Rent Manager
- Resman
- Yardi
How does the Integration Management feature work?
The Integration Management flow begins with users selecting the desired PMS they want to integrate with HappyCo. Once selected, users are presented with a form that requires entering the necessary credential information specific to that PMS.
To configure a new integration first select Integrations from the left side pane menu in Admin Center:
Then use the New Integration button in the top right of the screen:
You will then be prompted to enter relevant details to create the integration. Once the data are entered, you can select Add Integration to validate the connection. If you change your mind and don't want to create the integration, you may select Cancel.
Updating an Existing Integration
To update an existing integration configuration, go to the Admin Center and navigate to the Integrations section. Click on the existing integration you want to modify, add the new details you need, and save the changes. The updated configuration will take effect immediately.
What happens during the validation and connection process in Integration Management?
Integration Management includes a validation process that ensures the entered credentials are valid and the connection attempt is successful. If any fields contain invalid or incomplete information you will receive a pop-up notification indicating the process was unsucessful.
Troubleshooting Integration Problems
When experiencing integration challenges between property management platforms, follow these steps:
- Identify the specific point of failure in the data transfer process
- Check configuration settings in both platforms
- Verify that required fields are not preventing data synchronization
- Consult with the software providers to understand potential configuration adjustments that can resolve the integration issue
If you encounter issues, please reach out to our Support team.