Utilize the TELUS integration within SecurityTrax to create and manage customers in your TELUS account without leaving SecurityTrax. This document guides you through the setup steps.
First, you need to create the desired Monitoring Company in SecurityTrax by following the steps here. Return to this page when complete.
To set up the Integration, select the Integration tab. Below are descriptions of the fields on this page.
Select this button to add or edit your dealer username and password with Brinks.
Make sure this slider is set to On in order for this integration to appear on the customer record.
Set this to On if you would like to indicate your account is In House
Select from the following environment options:
- Pre Production
Set this to On if you would like to enable cache.
This section shows your username and password that is entered in the Manage Connection window.
This button will confirm that the username and password are valid.
Account Number Blocks
Account number blocks are assigned by the Central Station. 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.
Select the Account Number Blocks tab to add account number blocks:
- Select Add.
- Set the beginning and end of the block.
- Set the receiver number.
- Set the two-way flag if desired.
- Enable the block.
- Select Save.
Note: Once an account number block is set as Inactive, it cannot be made active again.
Creating a Customer Account with TELUS
To connect a customer account, see Create a Customer with TELUS
Use this feature to ...