- Agent – Manual Push
- Agents MUST be pushed before you can push any transactions. As well as adding new agents to the roster, they must be entered in Commissions first, then pushed via the Integrations Utility.
- Navigate to Integrations/Utility / Transmit Data to Data Hub / Agent tab and click “Transmit Agent Data”
- Branch Location is required for all Agents .
- Once completed, you will be presented with a results window that can be printed if desired.
- Key Person – Manual Push
- Navigate to Set Up / Users/Passwords
- First and Last Name are required to push data to the Data Hub
- There are two types of User Positions, Key Person and Sale Associate
- One User can have multiple Key Person positions and one Agent position
- Navigate to Integrations / Sync to Data Hub / Key Person tab and click “Process”
- Once completed, you will be presented with a results window that can also be printed.
Transactions – Manual Push
- User must configure Type B for each existing Transaction type, otherwise you will receive an error.
- Navigate to Set Up/ Table Lookups / Trade Codes and from drop down select TRANSACTIONTYPE.
- Select Group from Transaction / Main tab, otherwise it will default to “Residential”
- 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
- If the flag “Opt-Out Data Hub Integration” is initiated, this transaction will not be included
- Navigate to Integration/ Sync Data Hub / Transaction tab and click Process
- 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
- Once completed, you will be presented with a results window that can also be printed.
- Team – Manual Push
- Integration / Sync Data to DataHub / Team tab and click Process
- If you wish to only transmit “Active Teams Only”, place check in field accordingly
- Once completed, you will be presented with a results window that can also be printed.
- Get Integration Results (For both Manual Push and Auto-Push)
- Integration/ Sync to Data Hub / Sync Results
- On this tab, you can get both Failed and Successful Results for ALL Locations and/or specific locations by selecting via drop-down
- You can select which Entity (Agent, Transaction, Key Person or Team) and the appropriate “Franchise Integrated Since” date accordingly
- Successful Results will show Agents and/or Transactions which have integrated to DASH successfully, not only those pushed to Data Hub successfully
- 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)
- Failed to integrate data from the Data Hub to DASH (Integration errors)
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