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SecurityTrax

Alarm.com Import Customers and Users

Introduction

The Alarm.com Import feature allows you to import Customers and Users from Alarm.com into SecurityTrax. The tool allows you to filter your selections prior to importing them and keeps track of the import state. The tool imports only unique customer records and users, with no duplications.

Note: To use the Alarm.com Import tool, you need an active account that is linked between Alarm.com and SecurityTrax.

Terms

Get Started

Tells you that we are about to begin the process of importing customers or users from Alarm.com

Filter Options

Customer Filter Options: Allows you to specify the customers to import. Only customers matching all the selected filters will be returned. Customer IDs must be a direct match to return a customer. Customers assigned to any sub-dealers will be returned. You can skip filters and click Next to import all customers.

User Filter Options: Allows you to specify the user you want to import. Only users matching all selected filters will be returned. Support IDs must be a direct match to return a user. Users assigned to any selected roles or sub-dealers will be returned. You can skip filters and click Next to import all users.

Import Options

Allows you to add attributes to the customers to be imported. This includes Office Locations, Customer Tag(s), and Setting Default Rep.

Import Summary

Provides information about how many imports have been performed once the process is complete.

Terms for: Alarm.com Filters when importing Customers

Customer ID

This is a filter used when importing Customers. This is the Alarm.com unique ID set for the customer.

Terms for: SecurityTrax settings when importing Customers

Customer Tag(s)

Select tags to apply to the customers who are being imported.

Office Location

The office location to which imported customers will be assigned.

Default Rep

If the Alarm.com rep or the customer exists in SecurityTrax, we will link that rep to the customer. If there is no match, we will leave the rep blank. If desired, you can set a default rep for any customers who are not linked .

Terms for: Alarm.com Filters when importing Users

Role

The permission role(s) for users in Alarm.com.

Sub-Dealer

The Alarm.com sub-dealer or branch.

Support ID

The Alarm.com unique ID set for the user. 

Terms for: SecurityTrax settings when importing Users:

Active

This allows you to set the user as Active or Inactive in SecurityTrax.

Can Login

Set whether the User can log in to SecurityTrax. If enabled, users will receive an email with their username and password.

Permission Group

The permission group to assign to a user.

User Tag

Apply or create tags to be applied to the user record. 
 

How to Import

Navigate to Import Options

  1. Click the Menu  Screen Shot 2019-10-29 at 10.16.09 AM.png icon.
  2. Select Company Settings from the Admin menu.
  3. Select Interactive Services Providers from the Integrations section .
  4. Select your linked Alarm.com Interactive Services Provider (ISP).
    1. Note: If an active Alarm.com ISP does not exist, click Add to create one. See How to Manage Alarm.com Admin Settings
  5. On the Integration tab, click Import Customers.

 

How to Import Customers

  1. On the Get Started screen, click Next.
  2. On the Filter Options screen, leave the Filters options blank to import all customers or use the following filters to specify customers to import:
    • Customer ID(s)Enter Customer ID(s) separated by commas.
    • Sub-Dealer(s)Select from the drop-down menu.
  3. Click Next.
  4. On the Import Options screen, set SecurityTrax attributes for the customers to be imported.
    • Select the Office Location for the Customer from the dropdown
    • Set the Default Rep to On to set this on the Customer or set it to Off to leave the rep blank on the Customer.
      • Slide right to turn on Screen Shot 2019-10-29 at 2.17.03 PM.png and then select the Default Rep from the dropdown.
      • Slide left to turn off Screen Shot 2019-10-29 at 2.16.06 PM.png.
    • Select Customer Tag(s)  to be applied to the Customer record from the dropdown.
  5. Click Click Run Import to start the Customer Import process
    • Note: Before import begins you may go back in steps.

The process runs in the background and this message appears: “Your import has begun. It will run in the background and we will notify you when it is complete.”

Important: When the import is complete you will receive a notification with a summary.

 

How to Import Users

  1. On the Get Started screen, click Next.
  2. On the Filter Options screen, leave the Filters options blank to import all users or use the following filters to specify users to import:
    • Support ID(s): Enter Support ID(s) separated by commas.
    • Roles: Select the role from the dropdown.
    • Sub Dealers: Select from the dropdown.
  3. Click Next.
  4. On the Import Options screen, set SecurityTrax attributes on the users to be imported.
    • Select if the User will be Active or not in SecurityTrax.
      • Slide right to turn on or slide left to turn off.
    • Select if the User Can Log In to SecurityTrax or not.
      • Slide right to turn on or slide left to turn off.
    • Select the Permissions Group  for the User from the dropdown.
    • Select User Tag(s) to be applied to the User record from the dropdown.
  5. Click Run Import to start the User Import process.
    • Note: Before import begins you may go back in steps.

The process runs in the background and this message appears: “Your import has begun. It will run in the background and we will notify you when it is complete.”

Important: When the import is complete you will receive a notification with a summary.

 

 

Imported Data

Customer Import

Alarm.com Field SecurityTrax Field
First Name First Name
Last Name Last Name
Primary Phone Number Phone 1
Install Address, Street 1 Address 1
Install Address, City City
Install Address, State State
Install Address, Zip Zip
Rep Id Rep Id
Join Date Sale Date
Primary Email Email
Two Way Voice Enabled Service Two Way Voice

 

User Import

Alarm.com Field SecurityTrax Field
User Field User Field
Rep Address First Name  First Name
Rep Address Last Name Last Name
Rep Login Name Username
Rep Email Email
Rep Address Address
Rep Phone Number  Cell Phone

 

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