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MarkSystems Integration with Lasso

MarkSystems Integration with Lasso

If you prefer to watch how to Connect Lasso Registrants to MarkSystems, click play below:

 

 

In this article:

About MarkSystems Integration with Lasso

MarkSystems® is an industry-specific construction software product available for homebuilders and property developers, and is the home building industry’s only single-database, ERP information management application.

Requirements for setup:

  • Your setup in Lasso must be based on the project model, i.e. one community per project. One Lasso project will map to one MarkSystems project. If you are using a single project in Lasso for all your communities (such as OSC and Sales), this will not work for you.
  • The Cloud version of MarkSystems is required for the integration. If you do not have this version, please contact MarkSystems.
  • You will need to authorize the connection between MarkSystems and Lasso.

Important points to note about connecting a Lasso registrant with MarkSystems:

1 - The registrant profile must contain first name, last name, email, phone number, or full address in order to be successfully pushed to MarkSystems.

2 - Following a successful push from Lasso to MarkSystems, the basic details section of the Lasso registrant profile will display Mark Systems beside Integrations.

3 - Neither the first nor last name field in the Lasso registrant profile can contain the symbol “&”. If more than one person is included on a single profile in Lasso, please ensure that the word “and” is used, rather than the symbol “&”. For example, if a couple is entered as “Jack & Jill”, the profile will not be pushed to MarkSystems. It must be submitted as “Jack and Jill”. An error message will appear if the submission is unsuccessful.

4 - Once a Lasso registrant is pushed to MarkSystems, updates to contact information in either system will be automatically reflected in both systems.

5 - Co-buyers must have a Relationship of Co-Buyer in Lasso. If the relationship is other than Co-Buyer, e.g. Spouse, MarkSystems will not recognize the registrants as co-buyers.

6 - If two or more registrants are added to Lasso as one registrant (e.g. Jack and Jill), the registrants will need to be manually separated into primary buyer and co-buyer(s) after being pushed to MarkSystems. The primary buyer will be given the Buyer Number of 0000 and the co-buyers will be given Buyer Numbers of 0001, 0002, etc. in MarkSystems.

7 - Only the primary buyer as identified in MarkSystems will be included in standard reporting. All co-buyers as identified in MarkSystems will have Exclude From Traffic checked in Lasso.

8 - If a co-buyer is added to a primary buyer profile in MarkSystems, the co-buyer will be automatically pushed to Lasso as long as the primary buyer already exists in Lasso and has been connected to MarkSystems. The co-buyer will be automatically pushed to Lasso with a Source Type of API. The co-buyer will be given the same sales rep assignment and registration date as the primary buyer, and a Relationship of Co-Buyer will be added between the two registrants.

9 - Once a MarkSystems prospect that has been pushed to Lasso becomes a buyer (i.e. status changes to Under Contract), the registrant profile in Lasso will display as follows:

  • Purchaser Status will be displayed as $ Purchaser under the contact details. The number of Purchasers will be displayed on the Sales Center Home Page and a link under Built-in Lists will take you directly to the list of Purchasers.
  • Rating does not change. If the rating is to be updated to Purchaser, this will need to be done manually.
  • Inventory section will display the purchased Unique ID, unit number, price, and status of the contract.

10 - Once a Lasso registrant has been pushed to MarkSystems, the action cannot be undone.

11 - If a registrant is deleted from Lasso, they remain in MarkSystems. If a buyer is deleted from MarkSystems, they remain in Lasso.

Set Up MarkSystems Integration with Lasso

Before you set up the integration, you will first need to authorize the connection between MarkSystems and Lasso.

Authorize connection between MarkSystems and Lasso

1 - Contact MarkSystems to inform them that you would like to integrate with Lasso.

2 - MarkSystems will provide you with Builder Login credentials.

3 - Log into the Builder Portal where you will see a list of available integrations.

4 - Click Connect beside Lasso Inc.

This will change Status from Available to App Set Up and the Connect button will change to Disable.

5 - Inform your Client Director that you have authorized the connection between MarkSystems and Lasso. There is some setup required on Lasso's end following the authorization.

Once the initial setup on Lasso's end is complete, an API Integration Token must be generated in Lasso.

Generate API Integration Token in Lasso

1 – On the Lasso Home Page, scroll to Project Admin and click More….

2 – Select API Integration Tokens.

3 – Click Generate New API Token.

4 – In the Generate Token for Project field, select the project.

5 – In the Vendor field, select MarkSystems.

6 – Please read the Notice below the Generate button. This is what you will be charged for the integration. If you have questions about the fee, please contact your Lasso Client Director.

7 – If you have read the Notice regarding the fee and are ready to move ahead, click Generate.

Note: Only one API token per project/vendor combination can be generated. This will be noted below the Generate button if you are attempting to generate an API token using an existing project/vendor combination.

The project/vendor combination will be added to the list.

Please contact your Lasso Client Director for next steps.

Connect Lasso Registrants to MarkSystems

Once MarkSystems has been integrated with Lasso, you can connect individual registrants from Lasso to MarkSystems.

1 – On the registrant profile in the Sales Center, click Actions and select Integrations.

Note: The registrant profile must contain first name, last name, and either an email, phone, or full address.

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2 – Click Connect this Registrant to Mark Systems. Upon successful submission, the message will change to Connected.

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Note: An error message will be displayed if not connected successfully.

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3 – Once successfully connected, the basic details in the registrant profile will display Mark Systems beside Integration.

Note: Updates to contact details may be made in either system. The updates will be reflected in both systems.

mark2.jpgWhen the MarkSystems prospect becomes a buyer (i.e. status changes to Under Contract), this will be reflected in Lasso as follows:

  • Purchaser Status is displayed as $ Purchaser under the contact information.
  • Inventory section displays the purchased Unique ID, unit number, price, and status of the contract.

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The number of registrants with Status of Purchaser will be displayed on the Sales Center Home Page.

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The list of registrants with Status of Purchaser can be accessed directly on the Sales Center Homes Page by clicking Purchaser under Built-in Lists.

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About Lasso Relationships and MarkSystems Co-buyers

Please note the following when dealing with multiple buyers on one home:

  • Co-buyers must have a Relationship of Co-Buyer in Lasso. Any other type of relationship (e.g. Spouse) will not be recognized in MarkSystems.
  • Co-buyers must be entered as primary buyer and co-buyer(s) in MarkSystems.

Following are some scenarios that may occur when pushing co-buyers to Lasso or adding co-buyers in MarkSystems:

Scenario 1:

In Lasso, Registrant A has a Relationship of Co-Buyer with Registrant B. Registrant A is pushed to MarkSystems. In MarkSystems, Registrant A becomes the primary buyer and Registrant B becomes a co-buyer.

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In the following example, Jack Hill has an existing Co-Buyer Relationship with Jill Hill. Jack is pushed to MarkSystems.

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In MarkSystems, Jack becomes the primary buyer and Jill becomes a co-buyer.

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Scenario 2:

In Lasso, Registrant A and Registrant B are under a single profile as Registrant “A and B” (as mentioned above, avoid using “&”; use “and” instead). Registrant “A and B” is pushed to MarkSystems. In MarkSystems, Registrant B must be manually separated from Registrant A so that Registrant A becomes the primary buyer and Registrant B becomes the co-buyer. The action of separating the buyers in MarkSystems into primary buyer and co-buyer will subsequently update the registrants as separate profiles in Lasso. Registrant “A and B” will become Registrant A in Lasso, and Registrant B will be added as a new registrant with the same sales rep assignment and registration date as Registrant A. Registrant A and Registrant B will automatically be given a Relationship of Co-Buyer and Registrant B will have Exclude From Traffic checked in their profile.

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In the following example, the Lasso profile of Jack and Jill Hill is pushed to MarkSystems.

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In MarkSystems, they will be pushed as one buyer and will need to be separated into primary buyer and co-buyer.

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Be sure to enter contact information for Jill in MarkSystems as this information will be reflected in Jill’s Lasso profile.

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Co-buyer Jill is automatically pushed to Lasso as a new registrant with the same sales rep assignment and registration date as Jack. As Jill is a co-buyer in MarkSystems, a Relationship of Co-Buyer will be created with Jack and Exclude From Traffic will be checked on Jill’s profile.

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The original Jack and Jill Hill registrant profile in Lasso will become Jack Hill.

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Scenario 3:

In Lasso, Registrant A is pushed to MarkSystems. Registrant A becomes the primary buyer. Co-buyer B is added in MarkSystems. Co-buyer B is automatically pushed to Lasso as Registrant B with the same sales rep assignment and registration date as Registrant A. Registrant A and Registrant B will automatically be given a Relationship of Co-Buyer and Registrant B will have Exclude From Traffic checked on their profile.

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In the following example, Jack Hill is pushed to MarkSystems. He has no existing Co-Buyer Relationships in Lasso.

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Co-buyer Jill Hill is added to MarkSystems.

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Co-buyer Jill is automatically pushed to Lasso as a new registrant with the same sales rep assignment and registration date as Jack. As Jill is a co-buyer in MarkSystems, a Relationship of Co-Buyer will be created with Jack and Exclude From Traffic will be checked on Jill’s profile.

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A Relationship of Co-Buyer will be created with Jill on Jack’s profile.

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Pull Custom List of MarkSystems Purchasers

1 – On the Sales Center Home Page , click the green plus button in the Custom Lists panel.

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2 – On the Custom Lists page, you can pull MarkSystems purchasers by selecting Purchaser in the Status section.

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Exclude Purchasers from Mass Mail

1 - Click the green plus button in the Custom Lists panel of the Sales Center Home Page.

2 - Click on the green circle with a check beside Status. This will change it to a red X.

3 - Select Purchaser and then select your other criteria.

4 - Click Go.

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