Skip to main content

How to Manage Admin Settings admin settings location

  1. While logged into SecurityTrax, click on the company menu Screen Shot 2019-07-09 at 1.29.49 PM.png.
  2. Under Admin, click Company Settings.
  3. Scroll down to the Integrations section.
  4. In the Integrations section, click Interactive Service Providers.


Setting up your connection

  1. While in the Interactive Service Providers section, click Add to create a new connection.
    1. Here you can enter a name and confirm the Interactive Service Provider is by selecting it from the dropdown list. 
    2. Click Save to create.
  2. If previously created, click on the desired row. 
  3. Click on the Integrations tab.

Fill out the information as described below.


Enter your credentials and click Save or continue with the other options as listed below.

  • Note: A status message will appear above to show if the connection was made.


Select the environment you are connecting to. This will most likely be a Production or Live site.

Two-Factor Authentication

If you are using two Factor Authentication with, you can enter your ID here.

  • Note: If you are using Two Factor Authentication with and do not enter this ID, the connection will be broken. To learn more about Two-Factor Authentication or to make your site exempt, please contact your rep.

Default branch ID

You have the option to add your default branch ID (if more than 1 branch exists with


How to update leads settings

  1. Click Leads.
  2. Click Import Leads From to turn on this feature.
  3. Make all desired changes.
  4. Click Save.

Note: Partner Companies and Campaigns can be created and managed under Partner Companies. See How to Manage Partner Companies


How to update tasks settings

  1. Click Tasks.
  2. Click Enable Service Tasks to turn on this feature.
  3. Make all desired changes.
  4. Click Enable Upsell Tasks to turn on this feature.
  5. Make all desired changes.
  6. Click Save.
  • Was this article helpful?