PRUVAN SUPPORT CENTER

Follow

How to Setup the ResiPro Integration

First you will need to log into the ResiPro work order management system and generate the Pruvan Integration username and password:

  1. Go to https://resipro.proptek.online and log in with your ResiPro username and password
  2. Once logged in you will need to click Manage Profile from the menu options on the left side of the screen and then select Manage Profile one more on the expanded menu
    mceclip0.png
  3. On the Manage Profile page scroll down to the Integration section and select Pruvan as the Integration Type
  4. This will generate the Username and Password needed for the integration
    mceclip1.png
  5. Scroll down to the bottom of the screen and click Save Changes
  6. Now you are ready to set up the integration in your online Pruvan account

 Setup the ResiPro Integration in Pruvan Online

  1. Log in to Pruvan Online with your Pruvan Master Username 
  2. Click 'Integrations'
    mceclip0.png
  3. Click 'New'
    mceclip1.png
  4. Select 'ResiPro' as the Integration Type
    mceclip2.png
  5. For the Integration Code enter "RPRO" for ResiPro, or choose your own
  6. For the Customer enter or select "ResiPro"
  7. Make sure the integration is Active
    mceclip3.png
  8. Click Next
  9. Enter the Username and password created for you in the ResiPro system (This is in step 4 in the above section)
  10. Optional: Set the Default Assigned To option to your Pruvan Username or to All so orders import and auto assign to the mobile app.
  11. Click Validate and make sure you get a green Success and Save
    • If you get an Error check to make sure the username and password were copied from ResiPro
      ResiPro_UN_Pass.png
  12. Click Next
  13. Now you can configure some integration options like Default Assigned To, Auto Admin, and Default WorkType
    mceclip4.png
  14. Click Save
  15. Once the integration is saved click Refresh to pull in your orders into Pruvan
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments