PropertyTree to ServiceM8 (One-way) Integration Overview

PropertyTree to ServiceM8 (One-way) Integration Overview




Summary

This guide will give a detailed overview of every section and tab that you can find in your PropertyTree to ServiceM8 integration.

Details


PropertyTree-Username

This is the email associated with the PropertyTree account you connected to get the Properties detail.

PropertyTree-Portfolio Name

This is the connected portfolio name from your PropertyTree account.

ServiceM8-Username

This is the email associated with ServiceM8 account you connected to receive sites.

Notification Email

You can Enable/Disable all email notifications with the help of this toggle.

Exclude Landlord Data From Sync

Enable this toggle if you wish to exclude property landlord/owner data from syncing to ServiceM8. When this option is switched on, we will still send the landlord name to ServiceM8, however, no contact details such as email and mobile number will be synced.

Integration Name

This setting is to give a custom name to your integration.  Click on the pencil icon to edit and click save when you are done. You can enter 70 characters maximum.

Notification Emails

That is where you enter the emails to receive notifications about your sync status. You can change it or add multiple emails (separate each email with a comma). 

Data View



In the Data view tab, you can view data related to the PropertyTree to ServiceM8 sync. You can also export them as an Excel spreadsheet.

Sync Status



In this tab, you can view the sync status - success or failure. The sync runs whenever you add a new property or make changes to existing properties.

Tags and Customer Configuration



This is where you find the configured PropertyTree Tags and ServiceM8 customer to sync over the properties.   

Contact Pairing


These are the paired contact fields for both the accounts. You can also add/change and pair a new field against ServiceM8 account. Please ensure to hit the Submit button after making changes.

Property Pairing



These are the paired Property fields for both the accounts. You can also add/change and pair a new field against ServiceM8 account. Please ensure to hit the Submit button after making changes.

Sync Now



Use the Sync Now button in this tab to trigger a manual sync. SyncEzy's integration will automatically sync this for you. This button needs to be pressed only for the very first sync or as a backup option.

Plan Details


The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.

Customer Name

This is the name you signed up with on the integrations portal.

Customer Email

This is the email you signed up with on the integrations portal

Plan Name

This is your integration plan name.

Plan Code

This is the code we use internally and it is related to the plan name.

Plan Price

This will show the amount you paid for the integration, depending on the plan tier and how long you have chosen to subscribe for.

Interval of Subscription and Interval - unit of subscription

These two fields are related and specify how many months or years you have opted to subscribe for.

Next Bill Date

This field specifies the next date you will be billed for the subscription.

Subscription Status

This field specifies whether your integration is live/trial or in other status.

Subscription ID and Subscription Number

These two fields are the references to your subscription. If you have any issues with your subscription, you can give either of these to SyncEzy's support team to help you check.

FAQ

The FAQ tab is a button that will link you to the PropertyMe to ServiceM8 FAQ document.

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - Phone: # 1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302

Email - support@syncezy.com

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