Integration Setup – Reapit PM / Reapit Lettings

Overview

Setting up Integrations for Reapit PM / Reapit Lettings

This article covers how to activate different integrations between Reapit PM and Reapit Lettings.

Access Permissions:

• To access the Integration Key in PM, you must have Administrator permissions.
• To activate integrations in Lettings, you must have Diamond permission level.

If you have not used the Applications workflow in PM previously, brush up on the functionality in our applications article. You may find existing properties in the workflow that do not need to remain, simply click on the relevant property and select Remove.

Clients using PM and having Console Pay activated can seamlessly enable this integration. It allows for the inclusion of a Console Pay sign-up link alongside approval messages during application processing, enabling tenants to set up their Console Pay accounts right at the start of the approval process. The integration also allows certain data to be shared between the platforms.

To view what d****ata is shared using integrations, click here.

This article covers the following processes:

1. Enabling the Reapit Lettings Integration in Reapit PM
2. Establishing Integration between Lettings and PM
3. Integration Settings - Send Application Data to PM
4. Integration Settings - Console Pay Status Rules and Messages
5. Integration Settings - TrustIQ Status Rules and Messages
6. Integration Settings - Lead Data Messages

Reapit PM

Enabling the Reapit Lettings Integration in Reapit PM Prior to activation of the Integration within Reapit Lettings, you must access the API key in Reapit PM.

1. Click on Marketplace.
2. Under Reapit extensions, Click on Reapit Lettings.
3. Click on Add to Reapit PM.
4. If you're already using Reapit Lettings, select Existing Client then click Next.
5. Click on Copy key to clipboard and follow the instructions on screen.
6. If you want to sign up and activate Reapit Lettings, select New client and click Next.
7. Click Next and a member of the Lettings Sales Team will reach out the help you get set up with Lettings.

Reapit Lettings

Establishing the Integration Between Lettings and PM

This process is completed in Reapit Lettings.

1. Click on Reapit Integrations then Edit.
2. Paste the API key that was copied from Reapit PM in the Console API key field and select the integrations that you would like to enable by ticking the related box and then click on Save.

Integration	Explanation
Tenancy Data	If enabled, applications sent to Reapit PM will create a Tenancy agreement when the application in Reapit Lettings has a status change to the selected status configured in Settings > Applications > Status Rules
Tenancy Summary (only available if Tenancy Data has been selected)	If enabled, the Reapit Lettings Application Summary will be sent to Reapit PM and stored in the Tenants > Documents. This setting is used in conjunction with send 'Tenancy Data to Reapit PM' setting.
Lead Data	If enabled, lead property and owners will be sent to Reapit PM when a lead goes under management in Reapit Lettings.
Receive Property Data	If enabled, when a property is listed in Reapit Lettings, information relating to access, owners and tenants will be loaded automatically for the property from Reapit PM.
Console Pay	If enabled, when application data is sent to Reapit PM, if the {ConsolePayButton} is used in the status configured in Settings > Applications > Status Rule 'Send Applications to Reapit PM'.
TrustIQ	If enabled, TrustIQ payment details can be included in the application status messages using the TrustIQ payment merge field, configured in Settings > Applications > Status Rule 'Send Applications to ReapitPM'

Integrations

Integration Settings - Send Application Data to PM

1. Navigate to Settings > Applications > Status Rules.
2. Scroll to the bottom of the page, to the Send Applications to Reapit PM section. Click the Add Rule button, select the Application Status you would like to use, to trigger the sending of the application to PM (we recommend “Paid”) then Save the rules.

Integration Settings - Console Pay Status Rules and Messages

With the Status Rule now set, you will need to add the relevant merge fields to the status message.

1. Navigate to Messages > Applications > Statuses & Applications.
2. From the Current menu, find the relevant status and click Edit Message. You will now be able to add the {ConsolePayPhrase} or {ConsolePayButton} to your message. Click Save to finalise the changes.

Note: You do not need to display both the {ConsolePayPhrase} or {ConsolePayButton} fields on the message. If desired, you can return to the Reapit Integrations window and add the {ConsolePayButton} to the Console Phrase box, which will mean it is included in the Phrase merge when it is sent. Be sure to Save any changes before exiting the integrations page.

3. Once completed, the Console Pay integration will be fully prepared for processing the next application. Below is a preview of the received email using the new Console Pay integration.

Note: By default, the system displays the payment schedule and guides tenants to set up recurring payments; however, it does not process initial payments. To resolve this, it is recommended to contact Reapit PM support to enable the one-off payment feature. This ensures that initial payments, such as bond, are covered before recurring rent payments are initiated.

Integration Settings - TrustIQ Status Rules and Messages

With the Status Rule now set, you will need to add the relevant merge fields to the status message.

1. Navigate to Messages > Applications > Statuses & Applications.
2. From the Current menu, find the relevant status and click Edit Message. You will now be able to add the {TrustIQPaymentPhrase} to your message. Click Save to finalise the changes.

3. Once completed, the TrustIQ integration will be fully prepared for processing the next application.

Integration Settings - Lead Data Messages

1. To review and modify the Lead Data message settings, go to Messages > Lettings BDM > Current Status.
2. Scroll and locate Status: Management Secured. Select desired tick box options, and use the Edit Message to update email and SMS messages for the Lead, BDM and Referrer. Select Save to retain all changes.

For more information on using the Reapit Lettings / PM integration, please see - https://help.reapit.com.au/s/article/Using-the-Reapit-Lettings-Reapit-PM-Integration