CoreLogic/RP Data: Admin Set Up Process

Before users can start using the CoreLogic / Rp Data integration, there are a few things that an Admin user needs to do.

Activating the Integration

First thing you need to do is turn on the integration;

1. From the left side menu go to Admin > Integrations
2. Click on Discover on the left-hand side
3. Click on the CoreLogic integration or search by the name
4. Click Activate
5. Add a Connection Name & Click Activate
6. Clicking Edit will provide functionality to manage the integration & connect your companies RP Data account
7. Click Connect Account
8. Add in the Account then click Save

Connecting your account to the Integration

Once you have the integration turned on, you can link it to your companies RP Data account;

1. From the left side menu go to Admin > Integrations
2. Find the integration you just setup in the Active section
3. Hover over your username and click the Dropdown button
4. Choose Edit Credentials
5. Enter your RP Data Username and Password - before entering them, it might pay to go to the RP Data website and make sure you can log in okay
6. Click Save
7. At the under Account Details, click Connect Account
8. Click on the field under account and choose your office account
9. Click Save

Allow Users to Import Properties 

Now that you've got the integration linked to your account, you can set up each users permissions to import Properties. If you don't want them to be able to import Properties to Rex, skip this step. To allow this;

1. Hover over the username of the user you want to set this for
2. Click the Dropdown button
3. Choose Edit Permissions
4. Check the checkbox next to Property Import
5. Click Save

Once this has been completed, the user will be able to import Properties - see CoreLogic - Importing Properties

Setting User Credentials

The final step here is to input the users RP Data accounts so they can use the integration. This is something they can complete themselves - Send them to this link for more info - CoreLogic - Agent Set Up Process

If you want, you can set on their behalf if you have their RP Data username and passwords. To do this:

1. Hover over the username you want to enter login details for 
2. Choose Edit Credentials
3. Enter their RP Data Username and Password - before entering them, it might pay to go to the RP Data website and make sure you can log in okay
4. Click Save
5. Repeat for each user