Link Customer to Existing Bold Account
If your customer already exists in your Bold Central Station account, you can link that customer to the same customer within SecurityTrax. After the link is established, specific changes made to the customer within SecurityTrax will automatically be updated at the Bold Central Station including Dynamark, Security Partners, Legacy Security Services, or Alarm Central.
Create or go to Customer Record
You must first create the customer in SecurityTrax in order to link it to an existing customer to the Bold Central Station.
To learn more on how to create a customer in SecurityTrax, see Customer Creation.
To learn more on how to locate and go to a customer record in SecurityTrax, see Customer Records.
Add a Bold Central Station Account Number
While in the SecurityTrax customer record, follow these steps:
- Select the Customer tab.
- Navigate to the Central Station section.
- Click the Edit icon
and select Dynamark, Security Partners, Legacy Security Services, or Alarm Central from the Monitored by dropdown list (if you haven't already) Note: The name of the monitoring company may be different as that is the name entered manually by the admin who set up the integration within SecurityTrax. - Enter the Dynamark, Security Partners, Legacy Security Services, or Alarm Central account number in the Account Number field.
- Click Save.
Link Customer to Existing Bold Central Station Account
After adding the Dynamark, Security Partners, Legacy Security Services, or Alarm Central account number as described above you can now link the customer account within SecurityTrax to the existing account with the Central Station by following these steps:
- On the Dropdown icon
next to the Shell Account button, select Link Account. - There are 2 possible outcomes here:
- If there is no account that matches with Dynamark, Security Partners, Legacy Security Services, or Alarm Central, you will get a message telling you so. You will need to contact the Central Station for help with this.
- If there is an account found, you will see a Discrepancies page. This page will list any discrepancies between what is in SecurityTrax and what is in Dynamark, Security Partners, Legacy Security Services, or Alarm Central database. Note: If there are any discrepancies, the information in SecurityTrax will overwrite the information in the Dynamark, Security Partners, Legacy Security Services, or Alarm Central database.
- To continue and link the account, select Link.
The account is now linked.