Jenark Integration Reference Guide

Transcription

1 Integration Jenark and CondoCerts work together to complete the integration process. Once the setup requirements are provided, maintenance is completed at both the Master Level and the Association Level. Tax ID numbers are added to each association ensuring accurate connectivity with Jenark. Changes made to the Master Template will apply to new projects only. Existing projects require maintenance at the association level to activate Integration. Setup Requirements - The setup process begins with Jenark. Contact Jenark to request integration documents Jenark will provide API Integration Company ID. Provide the following information to CondoCerts: o Jenark API Integration Company ID o List of Tax ID numbers for all associations Note: As new associations are created, CondoCerts the Association tax ID number and request integration setup. Setup Process - From the Control Center select Integration Partners. Click on the radio button to activate a partner. Click on SAVE. A Settings Saved indicator will appear. Click on NEXT to continue. Step1: Enter Connection Information and click on Test Connection. Step 2: Check the Enable check box to activate Integration for Standard Demand at the PMC Master Level. Check to enable Standard Demands CondoCerts Implementations 1 03/2015

2 Step 2: When checking Enable for Standard Demands - Click the radio button to identify questions for Standard Demand integration. Click on Save. A Saved Settings indicator will appear. Step 3: From the Control Center, select Product Maintenance > Master Questionnaire Check the Questionnaire Integration Enable box and click on SAVE. Click on NEXT to continue. CondoCerts Implementations 2 03/2015

3 Step 4: Select the Master Template for Integration. Click NEXT to continue. Step 5: CondoCerts is designed for potential integration of all questions and includes an ON/OFF Option for each question. However, not all data may be available from an integrated accounting system. Use the Integration Data Table to verify what questions can be accessed for Integration. Once you have reviewed the questions available for integration, use the drop down selection to turn Integration ON or OFF for that question. Use the scroll bar to locate and view additional questions. Click on Save. The following message will appear. Click OK to continue. A Saved indicator will appear. Click on Control Center to return to the main menu. CondoCerts Implementations 3 03/2015

4 Enable Existing Projects Jenark Integration To enable integration for existing projects - from the Control Center: Select Association Maintenance and locate the project name. Click on Integration. o Once selected, CondoCerts will access the Integration Partner and look for the Association using the Tax ID. o When a match is found, the system will return association information for both CondoCerts and the partner selected. Click on the Enable Integration checkbox to activate. Select SAVE to continue. A Success - Settings Saved indicator will appear. Click on the link to return to Project Maintenance. Test Association Test Association Test Association N Central Ave Click on the Enable checkbox to activate. Phoenix AZ CondoCerts Implementations 4 03/2015

5 Project Questionnaire Data Maintenance From CondoCerts Control Center: Select Association Maintenance Locate and click on the Project Name hyperlink to access the questionnaire. Review and update each question category, as applicable. The Integrated radio button is now displayed. Use the Scroll Bar to review all questions. Click on the Printable Version hyperlink to view a PDF copy of the completed questionnaire. Once completed, click on SUBMIT to SAVE. A Questionnaire Saved indicator will appear. CondoCerts Implementations 5 03/2015

6 Using Integration for Standard Demands Go to Process and Review Orders. Open an order for a Standard Demand. Scroll down and click on Populate. The system will begin a search for the property from the Integration Partner designated. Click on the radio button for the applicable property and then Select Account. Jenark Integration 7030 W Custer Ave 1941 Test Client Test Data will populate from the selected account to the Demand. Continue processing the order as normal Test, Client 7030 W Custer Ave Anywhere, CO CondoCerts Implementations 6 03/2015

7 Questionnaire Available fields for Integration - Jenark Data Field Total Number Units Are Multiple Units Owned by an Individual Total Current Year Budget Total Current Year Reserve Budget Total Owners Delinquent All Units Regular Assessment Amount Regular Assessment High Range Regular Assessment Low Range Balance of Delinquent Dues Reserve Fund Balance Reserve Fund Balance as of Date CondoCerts Questionnaire Total number of units in this project Are there individuals that own more than one unit in the project Total income budgeted for current year Total reserves budgeted for the current year Total number of unit owners currently more than one month delinquent in HOA dues All units equally assessed at Association unit assessment ranges from _ to Association unit assessment ranges from to What is the approximate balance of total delinquent dues Balance of reserve fund amount Balance of reserve fund as of (date) Standard Demand Available Fields for Integration Address City State Zip County Country Current Balance Late Date Late Fee Amount Delinquency Status Open Violations Violation Details In Collections Special Assess Comments Association Litigation Litigation Comments Resale Cap Contribution Legal Regular Assessment Assessment Frequency Assessment Next Due Assessments Paid Through Due Day CondoCerts Implementations 7 03/2015