Installing the Unanet CRM Connector

How to synchronize Projects and Employees in OpenAsset with your Unanet CRM data

Alex avatar
Written by Alex
Updated over a week ago

By integrating your Unanet CRM database with OpenAsset, you can connect project and employee data with project photos to create a searchable photo library that leverages Unanet CRM as the single source of project information.

This article is intended as an overview of the installation process. Our Implementation Managers will guide you through all the steps outlined below during your implementation.

Note: the Unanet CRM Connector is available as an add-on in your OpenAsset system. Contact your CSM to discuss enabling it.

Setting Up the Connection

To establish the connection between OpenAsset and Unanet CRM, we obtain the following credentials:

  • A unique username/password ,

  • Firm ID

  • Confirmation of API Access/Key and Unanet URL site.

Your implementation Manager will reach out to Unanet your behalf. Once we receive the credentials from Unanet (typically ~48 hours), we’ll confirm the connection has been established.

Setting Up Field Mappings

Your Implementation Manager will send you a spreadsheet that is used for listing out all the Unanet CRM field names that you wish to sync, and the corresponding field name in OpenAsset. Please ensure that the field names are entered exactly as they appear in your system!

Submit this spreadsheet to your Implementation Manager and they will work with our Support Engineers to initiate the mapping process. If you require any updates or changes to field mappings after implementation, reach out to our support team.

Unanet CRM Connector Filters

In order to keep your OpenAsset system well organized, Connection Filters enable you to exclude any projects, employees, and roles that you do not wish to automatically sync across to your OpenAsset system.

For example, you may want to consider using filters to exclude:

  • Projects that are at a planning stage

  • Project roles below a certain number of hours

We recommend using a single test project or employee to test the sync between Unanet CRM and OpenAsset before enabling the connector across your whole system. At this stage, any changes to field mappings or filters can be more easily implemented. Don’t worry, your Implementation Manager will walk you through this testing phase!

Most of our clients re-label an unused existing field (such as ‘Prominent’) to ‘OpenAsset Sync’. Your team’s workflow would mean that you check off this box, or whichever field you have chosen in Unanet CRM, and this would trigger a project to be created in OpenAsset. Your Implementation Manager will guide you on best practices.

Tip: you can use the CSV Exporter to export a spreadsheet of all projects in your OpenAsset system and send this to Unanet to bulk-update your records. Your Implementation Manager will ensure you feel comfortable with the filter settings and confirm your team has a plan to update your Unanet records effectively.

Switching on the Unanet CRM Connector

Once the testing of the field mappings is completed, the connector’s daily sync will be enabled. This occurs approximately every 3 hours. A Unanet icon will appear on every Project and Employee in your OpenAsset system that has synced with Unanet CRM.

There is also a field for those with applicable permissions to see the last time-stamp of sync as well. To identify any Projects or Employees that are not currently synced, you can use the data menu by clicking the ‘Synced’ drop down menu and selecting ‘Not Synced’.

Once a Project or Employee is synced with Unanet CRM, the fields will be ‘locked’ and won’t be editable within OpenAsset to maintain the source-of-truth with your Unanet CRM system.

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