Add Integration

Click the button to add an Integration to this grid. Refer to instructions later in this topic.

Integration Code

The read-only identification code for the integration vendor.

Logs

Click to access the log for the integration.

Delete

Click to delete the vendor's integration set up from the grid.

Vendor

Click the drop-down arrow and select a Vendor to integrate with eSite. Vendors are hard-coded into the system.

User ID

Enter the User ID, obtained from the Vendor.

Password

Enter the password, obtained from the Vendor.

Vendor ID

Enter an identification for the vendor. This will display on lists and in the Integrations grid.

URL

The URL for the Vendor displays. This is hard-coded into the system.

Active

To make integration functionality active for this Vendor, check the check box. To inactivate integration functionality for this Vendor, uncheck the box. The default at initial setup is unchecked.

 

Follow these steps  to add an integration to eSite.

1. From the eSite menu, select Setup—Property—Additional—Integrations.
2. From the Integrations grid, click Add Integration.
3. Use the Fields list to complete the fields on the page.
4. Check the Active check box to allow the Integrations functionality to be active.
5. Click Validate to send a validation request for the saved information to the vendor. If the validation fails,  edit the information on the form and click Validate again.
6. Click Save to save the information entered into the form. You are returned to the grid.

Note

Refer to Setup Steps and Setup Sequence in the Policies and Setup Guide for more information about initial setup of property policies.

Follow these steps to validate the information entered for an Integration in eSite. Validation can be performed during the Add and/or Edit process.

1. From the eSite menu, select Setup—Property—Additional—Integrations.
2. In the grid, locate the Integration you want to validate and then click the Integration Code. The Edit Integration form opens.
3. Click Validate to send a validation request to the vendor. The vendor responds to a validation request with a success message or an error.

Note

If the validation fails, edit the information on the form and click Validate again.

Follow these steps to edit the information for an Integration in eSite.

1. From the eSite menu, select Setup—Property—Additional—Integrations.
2. In the grid, locate the Integration you want to edit and then click the Integration Code. The Edit Integration form opens.
3. Make changes using the Fields list for reference. You cannot change the vendors in the drop-down box or the value for the URL. This information is hard-coded into the system.
4. Click Save. You are returned to the grid.

Follow these steps to activate or inactivate a vendor integration in eSite.

1. From the eSite menu, select Setup—Property—Additional—Integrations.
2. In the grid, locate the Integration you want to activate or inactivate and then click the Integration Code. The Edit Integration form opens.
3. Check the Active check box to activate the vendor integration.
   
   Or uncheck the Active check box to inactivate the vendor integration.
4. Click Save. You are returned to the grid.

Follow these steps to delete an integration in eSite.

1. From the eSite menu, select Setup—Property—Additional—Integrations.
2. Locate the Integration you want to delete and then click the Delete button. A confirmation message appears.
3. Click OK to confirm.

 

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