What type of data can be synced between Rethink and Showcase?
See below.
Rethink | Showcase |
Colleagues | Brokers |
Properties | Listings |
*Deal Pipeline | Listings |
Spaces/Units | Lease Spaces |
Inquiries/Requirements | Leads |
Comps | Sale or Lease Comps |
Assets | Photos |
*Deal Pipeline syncing is only available on the latest version of the Showcase integration. Please contact support to have your instance upgraded to the latest version.
Which fields are synced between Rethink and Showcase?
Click here for a list of default fields that sync between the two platforms. Buildout can map certain custom fields upon request.
Is it possible to sync custom Rethink fields to Showcase?
Yes, certain types of fields can be added to the sync - however, a setup charge for this customization may apply. Please contact support with a list of custom fields you would like mapped to Showcase for scoping.
How often does synchronization occur?
Record syncing from Showcase to Rethink is instantaneous.
Record syncing from Rethink to Showcase runs periodically, typically every 30 minutes; however, instant syncing is also available via a button click.
Only records updated since the last sync are processed (untouched records are ignored).
How can I tell if a record has been successfully synced?
After a record successfully syncs, its Buildout ID will be displayed in the record in Rethink. There is no indication in Showcase that a record has been synced.
To check if a record has been successfully synced, the record must be viewed in Rethink. If the record in Rethink has a Buildout ID filled in, that indicates the record has been synced.
How are deals named when syncing from Buildout to Rethink?
When a listing that originates in Showcase is synced to Rethink, the deal name will be the Property Name from the listing. If the listing had no Property Name filled out, then the deal will use the property address by default as its name. This logic is hard-coded and cannot be changed.
Is there a way to stop an individual record from being synced?
After the initial sync, if desired, the sync option can be turned off on individual records by unchecking the 'Sync with BO' box in Rethink. This option is only accessible in Rethink, for the following types of records: Properties, Spaces/Units, Comps, Deals.
How do I sync a property from Rethink to Showcase?
To ensure a property in Rethink is synced with Showcase, the following steps must be performed in this order:
1. Create the Property record
2. Add an Internal Colleague to the Associated Parties related list
The Associated Party you add must be a "Broker" user in Showcase, since this person will be designated as the primary broker on the listing
3. Check the 'Sync with BO' checkbox
4. Optional: create the related Space/Unit(s) or Comps. For these child records to sync, the related property must be syncing. In other words, you can't sync a space or comp without syncing the related property.
How are properties matched during the sync?
Properties (Rethink) and Listings (Showcase) are matched based on exact address.
How are brokers matched during the sync?
Colleagues (Rethink) and Brokers (Showcase) are matched by email address.
It is best practice to create brokers in Showcase so they sync to Rethink, which helps prevent duplicate records from being created if the email addresses do not match.