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Avesdo Integration with Lasso

Avesdo Integration with Lasso

In this article:

About Avesdo Integration with Lasso

Avesdo provides a seamless and intuitive sales management software for new home developments. From start to finish, developers and marketing companies can streamline all their business needs in one single platform, allowing for more real estate to be sold.

Important Notes:

  • Avesdo project to Lasso project is a one to one relationship only.
  • Avesdo inventory to Lasso inventory is one Avesdo project to one Lasso component only.
  • Add units to Lasso before creating deals in Avesdo.
  • Lasso UI and Inventory numbers must match Avesdo
  • Create deals in Avesdo and then sync to Lasso. Deals created in Lasso will not be created in Avesdo.
  • Make all updates to deals in Avesdo and then sync to Lasso. Updates made in Lasso will not be reflected in Avesdo and will be overwritten when deal is synced in Avesdo.
  • Purchasers do not need to exist in Lasso prior to creating a deal in Avesdo. If a purchaser does not exist in Lasso, they can be added in Avesdo when creating a deal. When the deal is synced to Lasso, a new registrant will be created in Lasso. Registrants created in Lasso after syncing with Avesdo have a Source Type of API and a Rating of N.
  • If a purchaser already exists as a registrant in Lasso and a deal is synced, a duplicate registrant will be created in Lasso. Duplicates must be merged in Lasso after each sync.
  • If a realtor is added to a deal in Avesdo and the deal is synced in Lasso, the realtor will be added as both a registrant and a realtor in the Realtor
  • Multiple purchasers on a single deal must be separate registrants in Lasso.
  • Create parking stall, locker, and bicycle storage boards in Lasso prior to creating deals in Avesdo.
  • Avesdo will choose an available parking stall, locker, or bicycle storage unit at random from the appropriate Lasso storage board.
  • Do not update/edit parking stalls lockers, or bicycle storage units in Lasso after creating a deal in Avesdo. Avesdo stores only counts, not IDs. If you need to add or remove parking stalls lockers, or bicycle storage units, do so in Avesdo and then sync with Lasso.
  • Do not create relationships between purchasers in Lasso. Because Lasso creates duplicate registrants after every sync, those duplicates must be merged. If the wrong profile is selected, the relationship will be lost.
  • Add options in Avesdo, rather than Lasso. Options added in Lasso’s Project Admin Center will not be added to Avesdo.

Please contact your Client Director regarding setup of integration with Avesdo.

Create Deal in Avesdo

Before proceeding, your inventory and/or parking stall, locker, and bicycle storage boards must already be in Lasso. If it is not, please contact your Lasso Client Director or refer to the following:

1 – Log into your Avesdo account.

avesdocreatedeal5.gif2 – On the Avesdo Home Page, click Menu.

avesdocreatedeal6.gif3 – Select New Deal.

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4 – Click Let’s get started

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5 – Select the unit.

avesdocreatedeal9.gif6 – Click Reserve.

avesdocreatedeal10.gif7 – Click Purchase.

avesdocreatedeal11.gif8 – Click Add Purchaser.

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9 – There are 3 options for adding a purchaser:

  • If the purchaser already exists in Avesdo, search for them using the First Name, Last Name, Email, Phone, or Created search fields and select from the list that comes up below the search fields. Then skip to Step 12.
  • If the purchaser does not exist in Avesdo but exists in Lasso, click Add New Purchaser and select Search CRM.
  • If the purchaser does not exist in either Avesdo or Lasso, click Add New Purchaser and Add New Purchaser Then skip to Step 12.

avesdo.gif10 – Enter the first few letters of the purchaser’s name or email address as entered in Lasso and click the search button.

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11 – If the purchaser exists as a registrant in Lasso and you have entered the information correctly, their name and email address will be displayed below the search field. Ensure you have the correct person and select.

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12 – Add required information and other information as needed. Be sure to complete all required fields (marked with an *) and Save.

Note: Information added here will not be added to the registrant’s profile in Lasso.

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13 – A profile will be created for the purchaser in Avesdo. Upload a picture if you wish. Otherwise, click Close.

Note: Profile pictures in Lasso will not be pulled into Avesdo.

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14 – If there are additional purchasers for the same unit, click Add Second Purchaser. Otherwise, skip to Step 20.

Note: A maximum of 10 purchasers can be added on a single contract.

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15 – There are 3 options for adding a purchaser to a deal in Avesdo:

  • If the purchaser already exists in Avesdo, search for them using the First Name, Last Name, Email, Phone, or Created search fields and select from the list that comes up below the search fields. Then skip to Step 18.
  • If the purchaser does not exist in Avesdo but exists in Lasso, click Add New Purchaser and select Search CRM.
  • If the purchaser does not exist in either Avesdo or Lasso, click Add New Purchaser and Add New Purchaser Then skip to Step 18.

avesdo.gif 16 – Enter the purchaser’s name or email address as entered in Lasso and click the search button.

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17 – If the purchaser exists as a registrant in Lasso and you have entered the information correctly, their name and email address will be displayed below the search field. Ensure you have the correct person and select.

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18 – Add required information and other information as needed. Be sure to complete all required fields (marked with an *) and Save.

Note: Information added here will not be added to the registrant’s profile in Lasso.

avesdocreatedeal22.gif19 – A profile will be created for the second purchaser in Avesdo. Upload a picture if you wish. Otherwise, click Close.

Note: Profile pictures in Lasso will not be pulled into Avesdo.

avesdocreatedeal23.gifAdd as many purchasers as needed, keeping in mind the maximum of 10.

20 – Click Next Step.

avesdocreatedeal24.gif21 – If you are adding a realtor, select Add Realtor. Otherwise, click Next Step and skip to Step 28.

avesdocreatedeal25.gif 22 – There are 3 options for adding a realtor to a deal in Avesdo:

  • If the realtor already exists in Avesdo, search for them using the First Name, Last Name, Email, Phone, or Created search fields and select from the list that comes up below the search fields. Then skip to Step 25.
  • If the realtor does not exist in Avesdo but exists in Lasso, click Add New Realtor and select Search CRM.
  • If the realtor does not exist in either Avesdo or Lasso, click Add New Realtor and Add New Realtor again. Then skip to Step 25.

Note: When a realtor is added to a deal in Avesdo and the deal is synced with Lasso, the realtor will be added as a registrant and a realtor in the Realtor database.

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23 – Enter the first few letters of the realtor’s name or email address and click the search button.

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24 – If the realtor exists as a registrant in Lasso and you have entered the information correctly, their name and email address will be displayed below the search field. Ensure you have the correct person and select.

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25 – Add required information and other information as needed. Be sure to complete all required fields (marked with an *) and Save.

Note: Information added here will not be added to the registrant’s profile in Lasso.

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26 – The realtor profile will be added to the purchaser’s profile. Add a second realtor if needed.

27 – Click Next Step.

avesdocreatedeal30.gif28 – Add parking as needed. Avesdo will randomly assign based on available parking stalls in Lasso.

Note: A Parking Stall Board must be added to Lasso prior to adding to a deal in Avesdo.

29 – Click Next Step.

avesdocreatedeal31.gif30 – Add storage lockers and bicycle lockers as needed. Avesdo will randomly assign based on available storage lockers and bicycle lockers in Lasso.

Note: Locker and Bicycle Storage Boards must be added to Lasso prior to adding to a deal in Avesdo.

31 – Click Next Step.

avesdocreatedeal32.gif32 – Select the Colour Scheme.

33 – Click Next Step.

avesdocreatedeal33.gif34 – Select Options as needed.

35 – Click Next Step.

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36 – Select a Sales Rep. This is required. The Sales Rep name must match a Sales Rep name in Lasso.

Note: Selecting the Sales Rep in Avesdo will add the Sales Rep to the unit in Lasso but will not add the Sales Rep to the registrant profile in Lasso.

37 – Review the information, update any information as needed, and click Create Deal.

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38 – Confirm purchaser legal name(s) and purchase price. If all is correct, click Create Deal.

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39 – If you are sending the Disclosure & Amendment via email, check the boxes beside the recipient name(s) and click Send Email.

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Sync Deal to Lasso

– Now the deal is complete in Avesdo and must be synced to Lasso. Click Menu.

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2 – Click Setting and select Sync to CRM.

avesdocreatedeal39.gif3 – Select the appropriate unit and click Sync.

Note: Each time a deal in Avesdo is synced with Lasso, a duplicate registrant is created in Lasso. The duplicates will need to be merged in Lasso after each sync.

avesdocreatedeal40.gif4 – If the sync was successful, the message will display Data was sent successfully. Otherwise, error messages will provide details regarding the revisions you will need to make. Click Close.

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The next step is to merge any duplicates that were created in Lasso when the deal was synced.

Merge Duplicate Registrants in Lasso after Syncing Deal in Avesdo

Syncing a deal in Avesdo will create a registrant in Lasso. If the registrant already existed in Lasso prior to creating and syncing the deal in Avesdo, a duplicate will be created. You will need to merge the duplicate registrants.

1 –  On the Lasso Sales Center Home Page Sales Center, search for the registrant. Select either duplicate.

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2 – Check the box to the left of PersonalID to select all duplicates and click Next Step.

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3 – The duplicate created during the sync has a Source Type of API and a Rating of N. Make sure that the original Registrant Base is selected rather than the duplicate. Select the information to retain from the other sections and click Merge Registrants.

avesdo.jpg

The duplicate profiles will be merged into one and a History entry of Duplicate Merge will be created.

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You will need to do this for all purchasers on the deal.

Note: If you modify information in Lasso and then sync in Avesdo, the updates you made in Lasso will be overwritten. Do not make updates/edits in Lasso.

View Avesdo Deal in Lasso

1 – Once you have merged the duplicate registrants, go to the Inventory Center  to view your deal. On the home page, find the purchased unit and click on it.

Note: Do not make updates/edits to the deal in Lasso. Go back to Avesdo to update/edit and then sync. Remember that each time you sync the data, duplicate registrants will be created in Lasso and you will need to merge them.

avesdoviewdea1.gif

This will open the inventory profile. Options, Deposits, Parking Stalls, Lockers, and Bicycle Storage added in Avesdo will be displayed in the appropriate sections of Lasso.

Note: Date fields in Lasso that are not pushed from Avesdo will show as Jan 1, 1900. This will occur in the Dates section as well as the Deposits section of Lasso. DO NOT adjust the dates in Lasso. Make all updates/edit in Avesdo only and then sync to Lasso.

Inventory Profile

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Deposits – Go to Other Actions and select Deposits

Note: Five Deposit Amounts and three Deposit Dates are automatically created in Avesdo when creating a deal. Adjust deposit details in Avesdo and then sync to Lasso.

avesdoviewdea3.gif

Options – Go to Other Actions and select Options/Upgrades

Note: Do not add Options to the Project Admin Center in Lasso or to the unit in Lasso. They will not be pushed to Avesdo. Add Options in Avesdo and then sync to Lasso.

avesdoviewdea4.gif

Parking Stalls, Lockers, and Bicycle Storage – Go to Other Actions and select Storage

Note: Storage Boards must be created in Lasso before a deal is entered in Avesdo. Avesdo will randomly assign available parking stalls, lockers, and bicycle storage from the Storage Boards in Lasso when adding to a deal in Avesdo. Do not adjust in Lasso.

avesdoviewdea5.gif

Update Deal in Avesdo and Sync to Lasso

Note: You must make updates/edits in Avesdo, not Lasso. If you modify information in Lasso and then sync in Avesdo, the updates you made in Lasso will be overwritten. Do not make updates/edits in Lasso.

1 – Find your deal in Avesdo and click Update Deal.

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2 – Adjust the Deal Details as needed and click Update.

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3 – Click on Menu.

avesdofinddeal3.gif4 – Click Setting and select Sync to CRM.

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5 – Find the unit and click Sync.

avesdofinddeal5.gif6 – Select Reset & Send. Note the message that says “The inventory item you tried to sync with Lasso was already synced…”

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If the sync was successful, the message will display Data was sent successfully. Otherwise, error messages will provide details regarding the revisions you will need to make. Click Close.

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Note: Syncing the deal creates duplicate registrants in Lasso. You will need to merge duplicates in Lasso.

Collapse Deal in Avesdo and Cancel Contract in Lasso

Note: When you collapse a deal in Avesdo, you also need to cancel it in Lasso.

1 – Find your deal in Avesdo and click Review Details.

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2 – Click Collapse Deal.

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The deal will be collapsed in Avesdo.

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You will also need to cancel the deal in Lasso.

3 – Log into the Lasso Inventory Center Inventory Center.

4 – Select the unit.

avesdofinddeal11.gif5 – Click Contract.

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6 – Select Cancel Deal.

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7 – Select a Cancellation Reason and check the items you wish to remove from the unit.

Note: Cancellation Reasons must be added to Lasso prior to selection. Please refer to Add Inventory Cancellation Reason to Project.

8 – Click Cancel Deal.

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9 – A message will come up asking if you are sure you want to cancel the deal. Click OK.

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The deal will be cancelled in Lasso.

Lasso Fields Mapped to Avesdo Fields

Below are the mapped fields from Lasso to Avesdo:

avesdo.gif

*Currently Credit is mapped to Credit in Lasso. In the future, this will be changed to map to Off The Top Discount. The Credit field in Lasso does not affect the price of the unit, i.e. it does not take a dollar amount off the unit price.