Dash Integration Training Guide

Initial Configuration:

 

  • Company Profile / Integration tab
  • Enter QOC ID as provided by the Emphasys Support Team
  • Company Profile / Integration tab
    1. Place check Next to Enable Sync
    2. Place check to left of “Enable Auto-Data Sync” if you wish to Auto Sync the data
    3. Place check to the left of “Active Agents Only” if you wish to Auto Sync the Active Agents only
    4. Change API URL to
    5. Select time you wish to Auto Sync
    6. The “Initial Transit Date” will be determine what transactions are transmitted based on the following logic. Closed transactions with a closing date after the “Initial Transit Date” will be pushed to DASH, the same for Voided transactions; Voided transactions will use the Processed Date rather than the Closing date.  There is no “cut-off” date logic required for Open transactions.
  • Set Up / Branch Location
    1. Enter the Branch No as detailed on the window; for new Brokerages, all branches will be imported from the Data Hub
    2. Select the “Type” via Drop Down
    3. Enter the Branch Name
    4. Enter QOC ID as provided by the Emphasys Support Team
    5. Complete the rest of the information as needed; all other fields are optional at this time
    1. Agents
      1. Enter the Agents Franchise ID on the Main tab
      2. Relabelled; “’Phone” to “HO. Phone”
      3. Branch Location on the Main tab is mandatory
      4. New Fields; “Middle Name” on the Main tab and “License Type” and “License Issue Date” on the Com tab
      5. On the HR Tab, you must select the applicable “Agent Type” and “Third Party Active Date”
      6. Set Up / Users/Passwords (Key Person and/or Agent in DASH)
        1. Existing Users will be the same as Key Person with more data fields
        2. One User can have one Agent role and multiple Key Person roles in different branches
        3. Back Office will automatically create the Agent role for each existing Agent during the update; for New Agents this will be done automatically
        4. Complete the User Positions section accordingly for both Users and Agents; assign the appropriate Group, select the Position, Branch and enter/edit the Effective Date
        5. When a User or Agent leaves the Brokerage, ensure you select the correct “Deactive Date”
        6. Web Profile tab; user will complete if required by DASH Integration for users and/or Agents
        7. Set Up/ Team
          1. Existing Teams will be converted automatically
          2. To create a new team, click on New and complete the rest of the details as required, branch is mandatory.
          3. Once the team is created and if all team members are contributing to a “singular” team commission plan, you must configure this via the Agents profile’s directly
          4. You do not need to configure the team for commission disbursements in order to push the Team to the Data Hub
        8. Set up/ Table Lookups / Demographics  
          1. From the Group drop down, select Lead Type and make any changes as required by your Franchise relating to your Buyers/Sellers
          2. You cannot add any NEW types at this time
        9. Transaction Configuration:
          1. Transaction Type
          2. Set Up / Table Lookups / Trade Codes and from the Group drop down, select Transaction Type
          3. Edit the existing Transaction Types with Type B for each Transaction Type that you have configured, options are provided to comply with Dash Integration requirements
          4. For any New Transaction Types you create, please configure accordingly
          5. Transaction Group
          6. Set up / Table Lookups / Transaction / Transaction Group, by default transactions will be defaulted to “R:Residential”, options are provided to comply with Dash Integration requirements
          7. The Transaction Group will be assigned on the main tab of the transaction
          8. Property Type & Property Use
            1. Set Up/ Table Lookups / Transaction / Property Type and Property Use, which are provided to comply with Dash Integration requirements
            2. The Property Type and Property Use must be added to the Main Tab of the transaction before submission
            1. Remarks Type (FOR LISTINGS ONLY)
              1. File Maintenance / Table Lookups / Transaction / Remarks Type, which are provided to comply with DASH Integration requirements for Listings
            1. Transaction – Franchise tab
              1. “Exclude from Franchise Reporting” when initiated, will not push this transaction from the Data Hub to Dash
              2. Disable Sync when initiated, will not push this transaction to the Data Hub
              3. Last Modified Date and Sync Date will provide you with information of when the push was last modified and integrated
                1. Transaction / Listing tab
                  1. Listing (Selling) Side Data: Listing Date and Listing Price is required for both Listing (Selling) side and Dual side transactions

                 

                 

                Transmit Data to Data Hub via Integrations

                 

                1. Agent – Manual Push
                  1. Agents MUST be pushed before you can push any transactions
                  2. Branch Location is required for all Agents, see point 4. above for all configuration options
                  3. Integrations / Sync to Data Hub / Agent tab and click Process
                  4. Once completed, you will be presented with a results window that can be printed if you wish
                  5. Key Person – Manual Push
                    1. Set Up / Users/Passwords
                    2. First and Last Name is required to push data to the Data Hub
                    3. There are two types of User Positions, Key Person and Sale Associate
                    4. One User can have multiple Key Person positions and one Agent position, see point 5. above for all configuration options
                    5. Integrations / Sync to Data Hub / Key Person tab and click “Process”
                    6. Once completed, you will be presented with a results window that can be printed if you wish
        1. Transactions – Manual Push
          1. Must configure Type B for each existing Transaction type, otherwise you will receive an error; Set Up/ Table Lookups / Trade Codes and from drop down select TRANSACTIONTYPE, see point 8. above
          2. Must select Group from Transaction / Main tab, otherwise it will default to “Residential”
          3. Office is required on Listing (Selling) side if it is Listing (Selling) or Both/Dual side transaction; Office is required on Buying side if it is Buying side or Both/Dual side transaction
          4. If flag “Opt-Out Data Hub Integration” is initiated, this transaction will not be included
          5. Integration/ Sync Data Hub / Transaction tab and click Process
          6. If you wish to “Select Transactions” to push, place check in box to left of “Select Transactions” and then click on the “Select Transactions” button, which will allow you to select transactions to be pushed, otherwise all transactions will be pushed with the current criteria
          7. Once completed, you will be presented with a results window that can be printed if you wish
          8. Team – Manual Push
            1. Set Up / Team, see point 6. above for all configuration options
            2. Team can be pushed to the Data Hub, however this is not fully enabled to push from the Data Hub to DASH at this time
            3. Integration click Process
            4. If you wish to only transmit “Active Teams Only”, place check in field accordingly
            5. Once completed, you will be presented with a results window that can be printed if you wish
            1. Get Integration Results (For both Manual Push and Auto-Push)
              1. Integration/ Sync to Data Hub / Sync Results
              2. On this tab, you can get both Failed and Successful Results for ALL Locations and/or specific locations
              3. You can select which Entity (Agent, Transaction, Key Person or Team) and the appropriate “Franchise Integrated Since” date accordingly
              4. Successful Results will show Agents and/or Transactions which have integrated to DASH successfully, not only those pushed to Data Hub successfully
              5. Failed Results will show all Failed Results including failures to the Data Hub, failures for validation (Rule Checks) before sending to DASH and failures to integrate to DASH after transmitting data to DASH.

             

            There are 3 typed of Failed Results and you should call our Support Line at 1-888-661-5766 for assistance.

            • Failed to push from Back Office to Data Hub (Data Sync errors)
            • Failed to pass DASH Integration validation before pushing data from the Data Hub to DASH (Rule Check errors)
            • Will need to make necessary corrections to all transactions before you can Re Process corrected transactions
            • Failed to integrate data from the Data Hub to DASH (Integration errors)

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