Integration

Connecting to Constant Contact

Through your GrowthZone software, you can sync contacts in your Lists/Committees to Constant Contact. Any additions, changes or deletions made to lists/committees that you have set to Synchronize Contacts with authorized third party newsletter solution will synchronize to Constant Contact near real-time. See Setting Up Lists/Committees for information on configuring your lists/committees to synchronize to a third party newsletter.

1. Click Setup in the left-hand navigation panel.
2. Click Constant Contact in the Integrations section.

   

3. Click Connect.

   

4. Enter your credentials for Constant Contact, and click Log-in.

   

5. Click Allow on the Allow Access screen. This process authorizes the connection between GrowthZone and Constant Contact. Once completed, you will see the ConstantContact status updated to Connected.

After initial connection, click the Sync button. This will synchronize all of your existing lists/committees, that are set to you Synchronize Contacts with authorized third party newsletter solution, with Constant contact. NOTE: Only contacts with a default/primary email address and where Do Not Contact is not enabled, will be synchronized to Constant Contact.

Constant Contact Synchronization

Once your system is setup to synchronize to Constant Contact, the following additions, edits, and deletions performed in GrowthZone will be sent to Constant Contact in near real-time (usually within ten minutes):

• A new List/Committee is added to GrowthZone with “Synchronize contacts with authorized third party newsletter” set: The new list/committee is added to Constant Contact.
• A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone: The new contact is added within that group in Constant Contact
• A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone with Do Not Contact is set: The new contact is NOT synchronized to Constant Contact
• The “Do Not Contact” check-box is set for an existing contact in the List/Committee within GrowthZone: The existing contact is disabled in Constant Contact, and removed from the list/committee in Constant Contact.
• The "Do Not Contact" check-box is cleared for an existing contact in the List/Committee within GrowthZone: If the contact, that would previously have been disabled in Constant Contact, is re-enabled.
• An existing contact's name and/or default email address is changed (and the contact belongs to the List/Committee synched to Constant Contact): The updated contact information is sent to Constant Contact.
• An existing contact is removed from a List/Committee in GrowthZone: The contact is removed from the List/Committee in Constant Contact. If the contact is not a part of other lists, the contact is disabled.
• If a List/Committee is deleted from GrowthZone: The List/Committee is deleted from Constant Contact. If there are contacts in the Lists/Committees, and those contacts belong to no other Lists/Committees, they are disabled in Constant Contact.
• A contact who is in multiple Lists/Committees in GrowthZone is deleted from GrowthZone: The contact is deactivated in Constant Contact.

Mail Chimp Integration

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Through your GrowthZone software, you can sync contacts in your Lists/Committees to Mail Chimp. Any additions, changes or deletions made to lists/committees that you have set to Synchronize Contacts with authorized third party newsletter solution will synchronize to Mail Chimp near real-time. See Setting Up Lists/Committees for information on configuring your lists/committees to synchronize to a third party newsletter.

Connecting to Mail Chimp

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1. Click Setup in the left-hand navigation panel.
2. Click Mail Chimp in the Integrations section.

   

3. Click Connect.

   

4. Enter your credentials for Mail Chimp, and click Log-in.

   

   Connection status will show Connected and your Organization Contact Information will be displayed.

5. Select an Audience from the MailChimp audience drop-down list. All contacts will be brought into MailChimp in this single Audience, tagged with the name of the GrowthZone List/Committee. When sending your emails from MailChimp, you will select this audience, filtered by the desired tag. See more info on Mailchimp Tags and How to Send Emails Filtered by Tags
6. Click Save.

After initial connection, click the Sync button. This will synchronize all of your existing lists/committees, that are set to you Synchronize Contacts with authorized third party newsletter solution, with Mail Chimp. NOTE: Only contacts with a default/primary email address and where Do Not Contact is not enabled, will be synchronized to Mail Chimp.

Mail Chimp Synchronization

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Once your system is connected, the following additions, edits, and deletions performed in GrowthZone will be sent to Mail Chimp in near real-time (usually within ten minutes):

• A new List/Committee is added to GrowthZone with “Synchronize contacts with authorized third party newsletter” set: The new list/committee is added to Mail Chimp.
• A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone: The new contact is added within that group in Mail Chimp.
• A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone with Do Not Contact set: The new contact is NOT synchronized to Mail Chimp.
• The “Do Not Contact” check-box is set for an existing contact in the List/Committee within GrowthZone: The existing contact is unsubscribed in Mail Chimp, and removed from the list/committee in Mail Chimp.
• The "Do Not Contact" check-box is cleared for an existing contact in the List/Committee within GrowthZone: If the contact, that would previously have been disabled in Mail Chimp, is re-enabled.
• An existing contact's name and/or default email address is changed (and the contact belongs to the List/Committee synched to Mail Chimp): The updated contact information is sent to Mail Chimp.
• An existing contact is removed from a List/Committee in GrowthZone: The contact is removed from the List/Committee in Mail Chimp. If the contact is not a part of other lists, the contact is disabled.
• If a List/Committee is deleted from GrowthZone: The List/Committee is deleted from Mail Chimp. If there are contacts in the Lists/Committees, and those contacts belong to no other Lists/Committees, they are disabled in Mail Chimp.
• A contact who is in multiple Lists/Committees in GrowthZone is deleted from GrowthZone: The contact is deactivated in Mail Chimp.

NOTE: If a user unsubscribes from a list via MailChimp, Do Not Contact will be set for the contact on that list in GrowthZone.

GoToWebinar Integration

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With GoToWebinar integration, you can create your events in GrowthZone and have the corresponding event create in GoToWebinar. To enable GoToWebinar integration:

1. Click Setup in the left-hand navigation panel.
2. Click GoToWebinar in the Integrations section.

   

3. Enter your GoToWebinar user name and password.
4. Click Connect.

Once you have connected, you will be able to sync your events to GoToWebinar on the event's Overview tab, under General Information. Events synced, will automatically be created in GoToWebinar. When attendees register, they will receive confirmations from GoToWebinar with login instructions.

Higher Logic

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The integration between the GrowthZone AMS and your Higher Logic Community site drives object creation in the community from the vast amount of up to date member data that you already track in the GrowthZone AMS. The integration ensures that your members interact with the most up to date member data, boosting member participation, collaboration and retention. Through your GrowthZone software you can sync your lists/committees to Higher Logic.

After the integration is in place, it is not necessary to complete any additional work to ensure that the data reflected on your community site remains synchronized with the GrowthZone AMS. GrowthZone uses Higher Logic's Push API Integration methodology. This type of integration allows GrowthZone to send updates directly to Higher Logic.

NOTE: The integration allows active individual members of lists/committees set to sync with a third party newsletter solution to use their InfoHub credentials to sign in to your Higher Logic communities. Data synced to Higher Logic is used for sharing the login information and cannot be edited in Higher Logic and synced back to GrowthZone.

Higher Logic Authentication

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To authenticate with Higher Logic an API Gateway Key and Tenant Code are needed for the Push API method. The API Gateway Key is generated by Higher Logic and the Tenant Code is specific to the client’s Higher Logic’s instance. The Tenant Code is generated by Higher Logic, and is entered into GrowthZone in the Higher Logic integration settings. Click Here for Higher Logic documentation on integration. Please contact support@higherlogic.com and ask for an API key that can be used to integrate your GrowthZone account. If you are just starting with Higher Logic, mention this integration to your Higher Logic Account Manager and he will give you this key.

Higher Logic Synchronization

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When synchronized to Higher Logic, GrowthZone will push (near real-time) changes to records such as the following:

• Contact Information
• Organizations
• Membership Types
• Lists/committees to which the contact is assigned

NOTE: Individuals are pushed to Higher Logic, not organizations. When setting up lists/committees for synchronization to Higher Logic, ensure that individual contacts are added to the list/committee not a business/organization.

Only the records of Active members associated to groups for which the Synchronize Contacts with authorized third party newsletter solution is enabled will be pushed to Higher Logic. Click Here for information on configuring groups to synchronize to a third party.

Higher Logic refers to lists/committees as Communities. If a new list/committee is pushed to Higher Logic, Higher Logic will automatically create the community, however it will be hidden. These communities will require further configuration in Higher Logic for the correct use, but they will not need to be created. A Higher Logic user with administrative rights would need to access the communities area, configure the community appropriately and un-hide it. Click Here for Higher Logic documentation on managing communities.

Set Up Higher Logic Integration

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1. Select Setup in the Navigation Panel.
2. Select Higher Logic in the Integrations section. This will open the Higher Logic Integration dialog box.

   

3. Click Enabled.
4. Enter the Tenant Code provided by Higher Logic.
5. Enter the Tenant API Key from Higher Logic
6. Click Save.
7. Once the integration settings have been saved, click the Sync button. This will synchronize all of the lists/committees for which you have enabled Synchronize Contacts with authorized third party newsletter solution to Higher Logic. If you plan on using Single Sign-on, it is important that you do this initial synchronization prior to enabling single sign-on. This ensures that Higher Logic has a record of the users who are attempting to access Higher Logic from the Info Hub.

After initial synchronization, the system will look for additions, changes, and deletions from list/committees that are set to synchronize with Higher Logic and push these changes to Higher Logic within 30 minutes. As access to Higher Logic is intended to be a member benefit, only Active members in the lists/committees will be pushed over to Higher Logic. The List/Committee Setting Do Not Contact has no impact on synchronization for Higher Logic. Higher Logic is used as a community forum, not for email purposes.

Higher Logic Single Sign-on

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GrowthZone AMS’s API provides a seamless Web experience across the GrowthZone AMS and other third-party systems. It allows users to login to your Info Hub (Members Only Area) and gain secure access to all related Web sites, including your Higher Logic Community using the same login credentials they would use with the GrowthZone AMS Info Hub. Single Sign-On (SSO) is accomplished by using GrowthZone’s implementation of OAuth 2.0, an industry-standard protocol for authorization.

Only Active members, assigned to lists/committees that are synchronized to Higher Logic will be able to access Higher Logic. If a member is dropped, or removed from a list/committee they will no longer be able to access Higher Logic. Your active staff members will also have access via single sign-on to Higher Logic.

Setting Up Single Sign-on

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NOTE: You must complete the Higher Logic Integration setup prior to setting up Single Sign On. Your members will not be able to sign in if the integration has not been setup.

1. Select Setup in the Navigation Panel.
2. Select Higher Logic in the Integrations section. This will open the Higher Logic Integration dialog box.
3. Click the Show Single Sign-On link in the Info Hub check-box.

   

4. Link to HigherLogic Community Site: This is automatically populated and should be the URL for your Higher Logic site. Best practice is to verify that this link is correct.
5. Optional Custom Term for Community Link: You can customize the Info Hub link, by default the link is named Community.
6. Optional Custom Icon for Community Link: (Optional) You may enter a a Font Awesome icon to be displayed on the navigation panel for this item in the Info Hub. Visit the Font Awesome website. The icons you choose must be for supported FREE icons version 5.0.12 or less.
7. Click Save.

The first time a member clicks the Community (or the terminology you have configured) link in the Info Hub, an authorization page will be displayed. The member must click the Grant button to access Higher Logic. The next time the member accesses Higher Logic, the member will automatically be logged in.

NOTE: Within Higher Logic there is an Edit Profile option. When this option is selected, the member is re-directed to the GrowthZone Info Hub to update information. This ensures that GrowthZone, the system of record, is accurately updated.

Voter Voice

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Voter Voice is a third-party advocacy and lobbying platform. When enabled and linked, Growthzone provides a nightly sync of contact information to Voter Voice, updating records in Voter Voice to reflect changes made in Growthzone. The sync in GrowthZone will batch Active and Courtesy Member contact records and send them to the Voter Voice customer tenant nightly at 00:00 UTC; This is also a one-way sync/push, you should update the contact record in GrowthZone and let it push to Voter Voice.

Use the following steps to enable Voter Voice:

1. Select Setup in the Navigation Panel.
2. Select Voter Voice in the Integrations section.

   

3. Click the Is Enabled check-box.
4. Enter the Voter Voice API Key. You must contact Voter Voice to receive this key.
5. Enter the Voter Voice List Name. . The default list name is “Default List”. The can find this in the Voter Voice admin panel.
6. Click Save.

Builder Edition Integrations

WMS Export

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To simplify the process of uploading member changes to the National Association of Home Builders (NAHB) through WMS, we have integrated the required fields into various areas within the GrowthZone system and provided an export tool will allow you to pull monthly data quickly and easily. This process is only for HBAs that import monthly updates into NAHB.

As of 12/2018 - this feature is in BETA. Please report bugs promptly and share feedback on how to improve the export process.

1. Click Setup in the left-hand navigation panel.
2. Click WMS in the Integrations section.

   

3. Select the desired Month and Year. NOTE: The exports are not batches so previously exported record from the same month will not be excluded.
4. Click Run. A green success notification will be displayed in the upper right-hand corner of the screen.

   The generated file will be available in the Cloud.

5. Click Cloud in the left-hand navigation panel.

   

You can download the file from the cloud to make it available for import into WMS. See Downloading Documents from the Cloud for instructions.

NOTE: While the export file may be edited, it is recommended that, if incorrect or missing data is identified in the file, that the staff user edit the contact record and re-export after the changes are saved. A Validation Errors column will be displayed in the output file, as shown in the image below. Most errors you may encounter are missing or incomplete data.

WMS Mapping NAHB to GrowthZone

* Required field
** Only one address is needed,  (Person or Company) 

HBA Field	GrowthZone Field
HBA Number	Account Number for your organization. Displayed beneath the name of your organization on your contact page.
MSN*	Membership Number. This number is provided by NAHB and may be populated on the contact profile tab, when clicking the membership displayed in the Membership section.
Local Member Type	Membership Status
NAHB Member Type*	Membership Type. NAHB Membership Types are: Builder, Associate, Affiliate
Anniversary Date*	Expiration Date. This field may be viewed/edited when clicking into the Membership on the profile tab, then clicking into the Membership Type in Membership History.
Company ID*	Organization Account Number. This field may be populated/viewed under the name of the organization on the contact page. The company ID is provided by NAHB/WMS for this member after they sign up for membership.
Company Name*	Organization Name
Company Address Line 1**	Org primary address line 1
Company Address Line 2**	Org primary address line 2
Company City**	Org primary city
Company State**	Org primary state
Company Zip Code**	Org primary zip code
Company Phone	Org primary phone
Company Fax	Org phone of type fax
Company Website	Org primary website
Primary Activity Code	Custom field. Custom fields are located on the contacts More Info tab.
Primary Activity Other Description	Custom field. Custom fields are located on the contacts More Info tab. These codes are defined by NAHB.
Secondary Activity Code	Custom field. Custom fields are located on the contacts More Info tab. These codes are defined by NAHB.
Tertiary Activity Code	Custom field. Custom fields are located on the contacts More Info tab. These codes are defined by NAHB.
Number of Employees	Custom field. Custom fields are located on the contacts More Info tab.
Dollar Volume	Custom field. Custom fields are located on the contacts More Info tab.
Number of Units Started	Custom field. Custom fields are located on the contacts More Info tab.
PIN*	Individual Account Number. This field may be populated/viewed under the name of the individual on the contact’s page. This is an NAHB/WMS generated representative ID.
First Name*	Individual Contact’s first name.
Middle Name	Individual Contact’s middle name
Last Name*	Individual Contact’s last name
Suffix	Individual Contact’s suffix
Title	Individual Contact’s title
Contact Address 1**	Individual Contact’s primary address line 1
Contact Address 2**	Individual Contact’s primary address line 2
Contact City**	Individual Contact’s primary city
Contact State**	Individual Contact’s primary state
Contact Phone	Individual Contact’s primary phone
Contact Fax	Individual Contact’s phone of type fax
Contact Cell	Individual Contact’s phone of type cell
Contact Email	Individual Contact’s primary email address

REALTOR Edition Integrations

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GrowthZone's Realtor Edition of the software provides features required by most National Association of REALTORs Associations for managing their real estate data. The features include an additional tab on contact records to store real estate data, data sync management, and other necessary resources. The software supports integration to NRDS, various MLS, and lock-box solutions.

Upon installation of the software, you will work with your on-boarding project manager to configure the settings necessary to seamlessly integrate to the various solutions.

NRDS Integration

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The GrowthZone integration with the National Association or REALTORS’ NRDS database provides association staff an easy way to manage their contacts’ NRDS data. The current integration (April 2019) pushes data entered or changed in GrowthZone to NRDS, thereby updating agent and office records in NRDS within minutes of saving the changes in GrowthZone. The initial integration setup will be handled by your project manager.

NRDS - Working with Agents

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The Agent record in NRDS is the "foundation" of the association. Only the POE for the Primary association of the agent can Add an agent to that association or change the agent record. If the agent is active with other associations, this will be indicated as a Supplemental (secondary) record.

The table below describes the information that will be sent to NRDS for Agent records. An asterisk denotes a required field for a primary agent.

Field Name	Description	Data Format
NRDS ID*	The unique, 9-digit NRDS ID for this member.	9 Numeric
Last Name*	Agent's last name. This is required only when adding the agent as Primary to NRDS	30 Alpha
First Name*	Agent's first name. This is required only when adding the agent as Primary to NRDS	12 Alpha
Middle	Agent's middle name	12 Alpha
Suffix	Agent's suffix	3 Alpha
Common Name	Agent’s nickname	12 Alpha
Prefix	Formal title which precedes member’s name Mr. Ms. Mrs. etc,	4 Alpha
Gender	Male/Female	1 Alpha
Address 1 (first record that is marked as Home)*	Street name and address number of agent’s home address. This field is required if record is R or RA. To identify an address as Home select this as the Usage type when entering the address.	30 Alpha
Address 2 (see above)	This is a second line of address to be used for additional address information (building number, etc.)	30 Alpha
City*	Name of city. This field is required if record is R or RA.	21 Alpha
State*	State abbreviation. This field is required if record is R or RA.	2 Alpha
Postal Code*	The 5-digit US Postal zip code. This field is required if record is R or RA.	5 Alpha
Postal Code +4 (see above)	Standard 4-digit ZIP extension plus 2-digit carrier route.	6 Alpha
Address 1 (Primary Marked as Default)	Street name and address number of agent’s mailing address.	30 Alpha
Address 2 (see above)	This is a second line of address to be used for additional mailing address information (building number, etc.)	30 Alpha
City	Name of mailing address city	21 Alpha
State*	State abbreviation for mailing address.	2 Alpha
Postal Code	The 5-digit US Postal zip code.	5 Alpha
Postal Code +4 (see above)	Standard 4-digit ZIP extension plus 2-digit carrier route.	6 Alpha
MemberPreferredMail*	Where the member would prefer to receive mail. This is required only when adding the agent as Primary to NRDS	1 Alpha
MemberPreferredPublication*	Where the member would prefer to receive their publication(s). This is required only when adding the agent as Primary to NRDS	1 Alpha
Phone (First one marked as usage as Home)	3-digit area code for Member’s home phone number and the 7-digit number for the member’s home phone. There is no need to type in the dash ( -) when entering numbers.	10 Numeric
Fax (First one marked as usage as Home)	3-digit area code for agent’s primary fax number and the 7-digit number for the agent's primary fax number. There is no need to type in the dash ( -) when entering numbers.	10 Numeric
NRDS Office ID*	The unique 9-digit Office ID where this member is located. This ID must be valid in the office database.	10 Numeric
Member Type*	NRDS Member Type: R: Realtor RA: Realtor-Associate I: Institute Affiliate Member AFF: Affiliate of association N: Non-member salesperson in Realtor Broker's assessment S: Association staff person	4 Alpha
Fax (First one marked as usage as Home)	3-digit area code for agent’s primary fax number and the 7-digit number for the agent's primary fax number. There is no need to type in the dash ( -) when entering numbers.	10 Numeric
Fax (First one marked as usage as Home)	3-digit area code for agent’s primary fax number and the 7-digit number for the agent's primary fax number. There is no need to type in the dash ( -) when entering numbers.	10 Numeric
Fax (First one marked as usage as Home)	3-digit area code for agent’s primary fax number and the 7-digit number for the agent's primary fax number. There is no need to type in the dash ( -) when entering numbers.	10 Numeric
Fax (First one marked as usage as Home)	3-digit area code for agent’s primary fax number and the 7-digit number for the agent's primary fax number. There is no need to type in the dash ( -) when entering numbers.	10 Numeric
Fax (First one marked as usage as Home)	3-digit area code for agent’s primary fax number and the 7-digit number for the agent's primary fax number. There is no need to type in the dash ( -) when entering numbers.	10 Numeric

NRDS - Working with Offices

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Although Offices are not "members" of the Realtor organization (the Realtor association is an individual member organization), the Office record must exist because each member must be linked to an office. The data described in the table below is synchronized to NRDS (an asterisk denotes a required field).

Field	Description	Format
NRDS ID*	Required. The unique 9-digit ID assigned to this office location.	9 Numeric
Name*	Office Business Name	30 Alpha
Address 1*	Street name and address number of office	30 Alpha
Address 2	This is a second line of address to be used for additional address information (building number, etc.)	30 Alpha
City*	Address city	21 Alpha
State*	State Abbreviation	2 Alpha
Postal Code*	The 5-digit US Postal zip code	5 Alpha
Postal Code	Standard 4-digit ZIP extension plus 2-digit carrier route	6 Alpha
Address 1	Mailing Address - The mailing address where mail should be sent, if different from Street Address	30 Alpha
Address 2	Mailing Address 2 - The mailing address where mail should be sent, if different from Street Address	30 Alpha
City	Mailing Address City	21 Alpha
State	Mailing Address State Abbreviation	2 Alpha
Postal Code	The Mailing address 5-digit US Postal zip code	5 Alpha
Postal Code	4-digit Zip extension plus 2-digit carrier route for mailing address	6 Alpha
Phone (Main)*	3-digit area code for office’s phone number, marked as Main. Area code is a required field. It should be included when entering phone numbers. If no Main phone is indicated, the system will use the phone number marked as Work	3 Alpha
Phone (Main)*	7-digit office phone number, marked as Main. If no Main phone is indicated, the system will use the phone number marked as Work	7 Alpha
Phone (Fax) - First phone number marked Fax	Office Fax Area Code - 3-digit area code for office’s fax number. Include the area code when entering the number in the Phone field	3 Alpha
Phone (Fax)	Office Fax Number - 7-digit office phone number, marked as Fax. There is no need to type in the dash ( -) when entering numbers	7 Alpha
Office Type	Used by association to track office type such as Residential, Commercial, Affiliate, etc.	4 Alpha
Office DR NRDS ID*	The DR (Designated Realtor) of this company, whether or not they are at this location. This must be a valid 9-digit member ID.	9 Numeric
NRDS Join Date	The date the office joined the association	8 Date
NRDS Status*	Status of the Office Record	Active, Inactive, Terminated
Office Non-member Salespersons*	The number of non-member salespersons affiliated with this office. If the POE has verified there are no non member salespersons in this office, then a zero '0' must be sent.	5 Numeric
Office Primary Indicator	This setting indicates whether the office is primary or secondary to your association. By default offices are set to primary, and you will select the Secondary option when necessary	1 Alpha
Primary Web URL Address	Web Page Address - Internet address for office’s web page, if any	80 Alpha
E-Mail Address	E-Mail Address for this office	80 Alpha
Primary State*	The 4-digit State association ID where this office has primary membership.	4 Numeric
Stop Junk Mail	Flag indicating to NRA to stop sending Junk Mail to the office. This setting does NOT impact the ability to send emails to this office from the GrowthZone software	N/A
Office Manager NRDS ID*	This field is to track the contact person at this office location when it is not the same as the DR. When adding an Office, if this location's Office Contact Manager is the same as the Member entered for Office Contact DR, this field may be null. If Null, upon the Add, this field shall default to the same Member ID as was entered in Office Contact DR	4 Numeric
Office Formal Name	This field can be used to enter the full name of the Office, up to 60 characters. Because the Office Business Name is limited to 30 characters due to mailing restrictions, use this field to fully describe the office name for your own use.	100 Alpha

NRDS - Activate a Primary Office

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Activating a new office with NRDS is performed on the Real Estate tab. Offices are not members of NAR, but need to exist in the NRDS database.

NOTE: If NRDS finds an office record already exists with the same Office ID it will process the Add as a Change without the necessity of sending the record again. There is one exception to this rule: if the Office Name in the Add is different than the Office Name in the existing record then NRDS will reject the record and require that the record be sent as a Change rather than an Add.

1. If the office does not already exist in your database, add the office as described in Add a New Organization Contact. Ensure to populate all required fields, as described in the table above. If required fields are missing, the record will be rejected.
2. After adding the office, click the Real Estate tab.

   

3. Tick Enable sync. Once this record is saved, all data will be sent to NRDS.
4. Complete the following fields, and asterisk denotes a required field. If the field is not populated the sync of this record to NRDS will fail.
   • NRDS Status*: Select the appropriate status for this office. For a new office, to be activated in NRDS, select Active.
   • NRDS ID*: Enter the NRDS ID for this office. If your system has been configured to auto-generate NRDS ID's click the Get NRDS Number button. NOTE: If Tie Account Number To NRDS Number the account number for this office will be automatically updated with the NRDS ID.
   • Office DR NRDS ID*: Enter the NRDS ID of the The Designated REALTOR for this office. This must be a valid 9-digit member ID. See notes below.
   • NRDS Join Date*: The date this office joined NRDS.
   • Secondary Record: Enable this check-box if your association is NOT the primary for this office.
   • Local Join Date: The date this office joined your association.
   • MLS Association Id: The MLS ID for this office.
   • Occupation Name:
   • Non-Member Salespersons*: NM is Non-member licensees who work in this Realtor office but choose not to join the association. Because of this, the DR will be assessed national dues (and also most often state and local dues as well) times the number of non-member licensees in his/her office. It is important that the POE keep this field up to date, especially at the dues deadline. Because it is a required field, if this office does not have any NM Salespersons, you must at least enter a zero in this field.
   • Primary State: The 4-digit State association ID where this office has primary membership.
   • Office Manager NRDS ID: This field is to track the contact person at this office location when it is not the same as the DR. When adding an Office, if this location's Office Contact Manager is the same as the Member entered for Office Contact DR, this field may be null. If Null, upon the Add, this field shall default to the same Member ID as was entered in Office Contact DR.
   • Additional Office Information :
     • Office Type: This field can be used to track office type such as Residential, Commercial, Affiliate, etc.
     • Office Formal Name: This field can be used to enter the full name of the Office, up to 60 characters. Because the Office Business Name is limited to 30 characters due to mailing restrictions, use this field to fully describe the office name for your own use.
5. Click Save.

NOTE: NRDS requires that the Office DR NRDS ID be sent when you are adding a new office. This requires that the DR exist in your database as an Agent. However, when adding agents to your database, the agent's Office NRDS is required. NRDS recommends the following process for handling this situation: Enter the NRDS ID of one of your staff members when initially adding the office. After the office has been added, you will then be able to add the DR as an agent associated to the office and update the Office DR NRDS ID for the office.

NRDS - Update a Primary Office Record

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Changes to an office record are sent to NRDS. A change transaction will be sent anytime an update is made to the data listed in the table below. With Enable Sync to NRDS checked, on the Real Estate tab, the changes will automatically be pushed to NRDS. Data is sent every 10 minutes, and all fields are sent, not just those that have changed.

NOTE: If NRDS finds that an office record does not already exist by checking the Office ID it will process the Change as an Add without the necessity of sending another record.

NRDS - De-activate/Suspend/Terminate a Primary Office

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1. Click the Real Estate tab.

   

2. Select the appropriate status from the NRDS Status* list.
3. Click Save.

NRDS - Activate a Secondary Office

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Offices are not members of the association but the Primary association fields indicate which association first added this office into NRDS. If your association also needs to be associated with this office because you have members linked there, be sure to click the Add Secondary Association on the Real Estate tab. NOTE: You can only add an Office Supplemental record if the Office itself exists on NRDS and is Active. If the office does not exist, NRDS will reject the transaction.

1. If the office does not already exist in your database, add the Office by clicking the Quick Actions button in the header bar, and clicking Contacts - Add Office.
2. For the desired office, click the Realtor tab.

   

3. Click Sync with NRDS.
4. Click Secondary Record.
5. The following fields are required when adding a secondary (supplemental) office:
   • Office ID: The unique 9-digit NRDS ID assigned to the office
   • Status: Select Active from the drop-down list.
   • NM Salesperson Count: If the Broker of this office is using Board of Choice to report his non-member licensees, in the main Office record enter the number of non-member salespersons that will be paid for through the broker's Primary Association.
6. Click Save. The new supplemental office will immediately be sent to the NRDS processing queue, no further action is required. NOTE: The Save button will not be enabled if any of the required fields are missing.

NAR ECommerce

ECommerce supports the processing of membership dues splits automatically. When a member pays their dues, GrowthZone will sync with ECommerce to divide the amount according to predefined settings and passes the correct share to each of the local, state, and national associations.

The setup of the ECommerce payment processing account in the GrowthZone software is done by support or an onboarding project manager. The following pieces of information will be needed for setup:

• Association ID
• User ID
• Password

Important Notes

• GrowthZone only supports splits at the time of payment. For example: You are unable to use ECommerce to process monthly membership payments and then send a lump sum annually to state and national.
• ECommerce will support up to 6 destination bank accounts, if just one account is being used, the splits will not need to be configured.
• There are many specific rules & regulations for ECommerce. Please contact NAR with questions.
• GrowthZone supports creating refunds for memberships that include splits. However, the refund will autodebit ALL of the refunded amount from the local association. This is because NAR does not support autodebitting other associations; it will be up to the local association to contact the others (e.g. State and Nat’l) to recoup those funds. Questions/Concerns should be directed to NAR.
• For questions about rates and fees, please contact NAR. GrowthZone does not charge additional transaction fees on top of NAR’s fees.

MLS Integration

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GrowthZone offers a data integration with various MLS Solutions. This is a push-type integration which sends changes to contact information from GrowthZone to MRED’s MLS vendor, DynaConnections. The sync happens (when there are contact info changes) around 4 times hourly between the hours of 8 am (CST) and 8pm (CST), seven days a week. The purpose of the integration to an MLS is to establish an account for the member, to establish the member's access level within the MLS (defined by the agent's Member Type, and to track the member's status.

Currently, GrowthZone integrates to MRED and Corelogic.

MRED Integration

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On initial installation of your software, GrowthZone will configure the initial connection to Corelogic. You will then be able to manage your agent's participation in MLS from the agent's Real Estate tab. GrowthZone will sync to MRED any additions or changes made to the MLS information on this tab.

The table below describes the fields and requirements for synchronizing agents to MRED. An asterisk (*) denotes it being a required field; if a required field is not entered/missing in GrowthZone, the sync will fail and information will not be sent to MRED for that contact. Specific formatting is required for some of the fields as described.

AGENTS

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Individuals (Agents)	Description
NRDS ID	The agent NRDS ID
Last Name*
First Name*
Middle Initial
Suffix
Common Name
Title
Address
City
State
Zip/Postal
Home Zip Code
Home Zip +6
Phone (default)
Fax
Cell Phone
MLS Office ID*
Status*
License No
Website
Email
MLS ID*
Agent Type

Activate an MRED Account

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1. Select the member's Real Estate tab.
2. Click Enable MLS Sync.
3. In the MLS section, enter the following information:
   • MLS Office ID: If the contact is an agent, this field should be the MLS ID for the agent's office. If the contact is an office, this field should be the MLS ID of the office, or can be the MLS Id of a parent branch.
   • MLS ID: The MLS ID for this contact (agent or office).
   • MLS Join Date: The date this agent or office became active with MRED.
   • MLS Status: Select Active from the drop-down list. NOTE: The MLS Status is NOT tied to the agent's GrowthZone membership status. Changing membership status will NOT automatically updated the MLS Status.
   • Agent Type: Select the appropriate agent type for this agent. The agent type drives the permissions the agent will have within the MLS. Agent Type is sometimes referred to as "class." When pushed to MLS, this acts as a security role giving/restricting access. Designated Realtors/Broker (DR) are the boss and there can be only 1 per office. Sometimes retired DRS kept in other systems but GZ doesn't support this. Other options are Assocation Staff (AST). Association Admin (ASA), MLS Staff (ST), Personal Assistant (PA), Other Assistant (OS), Office Manager (OM), Licensee, Designated Appraiser (DA), Appraiser (AP), Assistant Appraiser (RAA), Leasing Agent (LA), or Leasing Agent Licensee (LAL).
4. Click Save.

Below are the fields that are synced with MLS. An asterisk (*) denotes it being a required field; if a required field is not entered/missing in GrowthZone, the sync will fail and information will not be sent to MRED for that contact.

Individuals (Agents)	Organizations (Offices)
NRDS ID	NRDS ID
Last Name*	Office Business Name*
First Name*	Address*
Middle Initial	City*
Suffix	State*
Common Name	Zip*
Title	Phone (default)
Address	Fax
City	Type
State	Branch Type*
Zip/Postal	Status*
Home Zip Code	Website
Home Zip +6	Email*
Phone (default)	MLD ID*
Fax	Status
Cell Phone
MLS Office ID*
Status*
License No
Website
Email
MLS ID*
Agent Type

Important Notes

• The status field for a contact (office or agent) includes options for Active, Inactive, Terminated and Suspended. From MRED’s point of view, there is no functional difference between Inactive, Terminated and Suspended; the member is denied access. So, you can use these options as appropriate.
• New MLS IDs must use MRED’s rules for creation. Please contact MRED if you need assistance.
• Additional status or informational fields may exist in the "More Info" tab, these custom fields are not related to the sync and will not have any effect on the information shared with MLS.
• MRED only accepts a single phone and a single email address. GrowthZone will synch the email/phone that are indicated as the default.
• If creating new agents AND a new office, the office must be created first and then the agents assigned to the office.
• Please contact GrowthZone if you have Commercial MLS members.

Lockbox

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Sentrilock

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GrowthZone offers a data integration with SentriLock’s lockbox solution. GrowthZone is exploring supporting additional lockbox solutions and more information will be available in the near future. The sync with SentriLock is a push-type integration which sends changes from GrowthZone to SentriLock. The sync happens in real time with updates appearing SentriLock in a matter of minutes. On the Real Estate tab of a contact, there is a "Sync with Lockbox" checkbox that needs to be ticked in order for the system to recognize the sync option. Unticking the box will not remove the contact's data from SentriLock but will stop the updates from being sent. When enabled, GrowthZone will send updates to SentriLock whenever contact information is updated or entered new. There is logic in place in GrowthZone to automatically update a contact's status with SentriLock based on the status of their membership; memberships that are dropped or suspended (for non-payment) will automatically trigger an update to the SentriLock status accordingly.

Below are the fields that are synced with SentriLock. An asterisk (*) denotes it being a required field; if a required field is not entered/missing in GrowthZone, the sync will fail and information will not be sent to SentriLock for that contact.

SentriLock Data Sync Fields
First Name*
Last Name*
Address
City
State
Zip/Postal
Email*
Phone
MLS ID*
MLS Office ID*
NRDS ID* (required as of January, 2019)
Related Org*
Password
Status*

Important Notes

• SentriLock only accepts a single phone and a single email address. GrowthZone will send the email/phone marked as default.
• Additional status or informational fields may exist in the "More Info" tab, these custom fields are not related to the sync and will not have any effect on the information shared with SentriLock.
• The Password field should be used only when creating a new user. This is meant to make it easier to create a new SentriLock account by entering a temporary “starter” password for the new member. The new agent should be advised to login to SentriLock and change this to a personal password. After the password is saved, it will be encrypted for security purposes. This will display in the password field, however, it will be a random strings of characters, it may be ignored as the password has then been encrypted.

Supra

--- The role of the GrowthZone integration is to establish (or inactivate) an account for an agent or office, and the security level that agent/office will has. The fields that are synched to Supra are described in the table below. An asterisk indicates a required field.

GrowthZone APIs

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Using the GrowthZone APIs is a way to easily integrate your GrowthZone data into other systems. Examples may include incorporating content like directories, events, etc. into a CMS, creating an SSO with your website or another application, or tying a mobile app to your GrowthZonedatabase. The API is a standard REST-based API with the ability to access many areas of the software.

Click Here to view a full list of available GrowthZone APIs. GrowthZone's APIs are under active development and changes or additions can occur. This documentation is updated regularly and always represents the current state. APIs in GrowthZone are broadly organized by areas of use (i.e. modules).

NOTE: In order to begin making calls to GrowthZone, you will need to first have API access enabled in your tenant and obtain an API Client ID and Secret. For authentication options, we currently support standard oAuth2 flows and SAML. If you have questions or need help regarding API authentication, integration or support, please call 800.825.9171 or email support@growthzone.com.