This guide will show you how to set up the Transact Valuation Integration.
Pre-set up guidance
In order for us to be able to connect with Transact, you'll need to complete the A004 form. This gives Transact permission to share your data with us.
You can find the form on Transact's website by going to Information > Supplementary Forms > Adviser-related Forms
Our registered company name is Plannr Technologies Limited, you'll need that for the form.
Once you've sent off the form and it's been approved, on the Transact website you can generate the TRDS Password via the Housekeeping > Data Services API page.
We will use your Transact Number (e.g. 555-123-456) and your TRDS Password to collect Transact client data. Be sure not to confuse the TRDS Password with the password you use to login to the Transact website.
Setting up the Add-on
Go to Settings (from the side menu) > Addons
From here, search for Transact and select the Transact Valuation Feed add-on tile
You'll then get the following screen, with Info about the add-on plus Setup Instructions and Configuration
Navigate to the Configuration tab and input your Transact Number and TRDS password (as mentioned above).
Then click Enable
Your values will start feeding through the following day. Plannr will retrieve valuation data at 07:45 every day.
Ensure your policy numbers are in the IH12345678 format (not the 123-456-789 format).