Connect BoomTown and BoldTrail BackOffice to eliminate double entry and most importantly save your time!
Sync leads information, including name, phone, email, etc
Push transactions to BoldTrail BackOffice
Populate commission information from the back office to QuickBooks
Integration step by step (5-minute video)
A detailed breakdown of what we covered in the video.
Step 1
Login to your BoldTrail BackOffice account and navigate to User > Add-ons page, once there please click on the BoomTown! icon to start the process.
Step 2
Click on the Get Started button to start the process and on the next page click on Connect to establish the connection between the systems, enter your BoomTown! credentials and authorize the connection by clicking on the Submit button.
Step 3
Configure integration to start receiving data in BoldTrail BackOffice. There are two options available, synchronization of leads and transactions. You can activate one of them or both at the same time.
Option: Lead Synchronization
Sync schedule: automatic, every 2 hours
The integration pulls certain contacts from BoomTown! and creates them in BoldTrail BackOffice. Contacts become public in BoldTrail BackOffice and can be accessed by all users. You can change individual contacts and mark them as private if needed.
Option: Transaction Synchronization, instant sync
Sync schedule: instant, usually takes up to a minute
The integration pulls selected transaction types from BoomTown! along with contacts associated with these transactions.
In the BoldTrail BackOffice back office imported transactions and contacts end up listed in Transactions > Incoming transactions section. Incoming transactions are "drafts" that can be manually converted to a transaction by clicking on the Accept button. If the transaction imported from BoomTown! is not needed it can be removed from the Incoming transactions list by clicking on the Discard button.
Transactions can be automatically assigned to your BoldTrail BackOffice users, in order for the system to automate this step you need to click on assign to link and select the correct user that you want to be associated with this transaction. The system remembers your choice and automatically defaults transactions to correct users based on their BoomTown! user id.
This cross-reference table is available on the configuration page, under User > Add-ons > BoomTown! > Configuration. On the right-hand side, it has BoomTown! user id and then on the left-hand side list of your active BoldTrail BackOffice users.
Once set up, the integration imports data and during import notifies corresponding users regarding new Incoming transactions. Users with limited access can see their own Incoming transactions only, administrators with access to all transactions can see all Incoming transactions and can process them on behalf of users.
Where can I find BoomTown! transactions in BoldTrail BackOffice?
All adjusted and integration-related transactions will appear within the Incoming updates tab on the Transactions page. Same works for BoomTown! ones – you can find them under the Incoming updates tab with the corresponding label.