Configuring renter profile search parameters and Databridge partner for CRM

To search for a renter profile within an external CRM system you must configure the following parameters:

Install Parameters Property Parameters (Set up for each Location)
GSTAYSRC = 1 (Transaction Type) CRMGLREQ = No (This will allow to search by last name only)
CRMACT = Enabled HMSCRM = Enabled
SYSOWNGP = null EXTCRM = Enabled
EXTPRO = Enabled GETCRMDETAILS = Enabled

You must configure the databridge partner SALESFORCECRM and its subscriptions to search for a renter profile within an external CRM system. To configure the renter profile search:

  1. Select Administration > Databridge > Databridge Partners.
  2. Select SALESFORCECRM from the list of pre-installed Databridge partners.
  3. Specify this information:
    Partner
    Select SALESFORCECRM as the partner. Also specify the partner description as Salesforce CRM Interface.
    Partner ID
    Specify the ID code by which to identify the SALESFORCECRM partner in the business documents exchanged with the partner.
    Active
    Select check box to indicate that the Databridge partner is active. If unchecked, no events will be sent to the partner.
    Default Location
    Enter the default location associated with the partner. This is not mandatory. Even if you do not specify any location, the outbound is still generated.
    Infor ResRent User ID
    Enter the user ID code identifying the ResRent user.
    Infor ResRent Password
    Enter the password for the ResRent user.
    Note: For the * partner, you must enter the ResRent User ID and ResRent Password for the ResRent user selected as the system user of the Databridge server. For other partners, you must enter a ResRent User ID and ResRent Password for a ResRent user to run business transactions for the partner.
  4. Click Subscriptions tab.
  5. In the Subscription Details and Message Delivery sections, specify the information that you require as per the step below.
    Event
    Specify the event to add.
    Document Type
    Specify the document type of the event. The document type is used by Databridge internally to determine what kind of message is being sent.
    Enabled
    Select to enable the event.
    Address
    Specify the URL to which outbound documents are sent for the selected event.
    User ID
    Specify the user ID for logging into the receiving system to which outbound documents are sent. Only enter value here if you want something different for this transaction than the one specified for the partner on the Record View tab.
    Special Handling
    Enter the customized processor for special handling the delivery of outbound events. See the tables below.
    Password
    Specify the password for the Databridge server user. Only enter a value here if you enter a value for User ID.
  6. ClickSubmit. The subscription is saved and updates the Subscriptions list.
    Note: To delete a partner subscription, select the subscription to delete, and then click Delete Subscription.
  7. Specify this information for three events for which you need to create the subscriptions:
    Field Value
    Event CRMLOOKUPEVENT
    Enabled Selected
    Document Type OTA_ReadRQ
    Special Handling DefaultMessageHandler/CRM/XML/ResRentRestClient
    Address Specify the URL to which outbound documents are sent for the selected event.
    User ID Specify the user ID.
    Password Specify the user password.
    Field Value
    Event CRMCREATEVENT
    Enabled Selected
    Document Type OTA_ProfileCreateRQ
    Special Handling DefaultMessageHandler/CRM/XML/ResRentRestClient
    Address Specify the URL to which outbound documents are sent for the selected event.
    User ID Specify the user ID.
    Password Specify the user password.
    Field Value
    Event CRMMODIFYEVENT
    Enabled Selected
    Document Type OTA_ProfileModifyRQ
    Special Handling DefaultMessageHandler/CRM/XML/ResRentRestClient
    Address Specify the URL to which outbound documents are sent for the selected event.
    User ID Specify the user ID.
    Password Specify the user password.