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SecurityTrax

Affiliated Integration

Create the Integration

To create this integration in SecurityTrax by following the steps here.

 

Integration Settings

Click on the Integrations tab to set up these settings:

Manage Connection

Click on this button to add or edit you dealer username and password with Affiliated Monitoring.

Enable

Make sure this slider is set to on in order for this integration to show up on the customer record.

Templates

Templates are created directly with Affiliated. You can set those here to show on the Customer screens as options. 

 

Account Number Blocks

Account number blocks are assigned by Affiliated Monitoring. If you have an Account Number Block from them, you can add that here. This will allow you to select the next account number on a customer record.

Click on the Account Number Blocks tab to add account number blocks:

  1. Click the Add button.
  2. Set the beginning and end of the block.
  3. Set the receiver number
  4. Set the two-way flag if desired.
  5. Enable the block.
  6. Click Save.
    • Note: Once an account number block is set as Inactive, it cannot be made active again.

 

Connect a customer account

To connect a customer account see Connecting an Account to Affiliated.

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