Integrating Birdeye with Xcelerate
Xcelerate is a property management software that caters to the needs of both commercial and residential real estate companies. This online field service management system offers work order management, electronic signature, a contact database, mobile access, and a time clock in one place. Integrating Xcelerate with Birdeye will automate the sending of review requests to your customers daily.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Xcelerate:
Trigger Name |
Trigger Description |
Xcelerate Milestone Trigger |
This trigger is used to fetch customer data based on the file status. |
| Xcelerate Coc Upload Trigger |
This trigger is used to fetch customer data based on the upload of the COS document (Completion of Service document). |
Steps to fetch the Company Code
Log in to the Xcelerate dashboard using the username and password, then click 'Submit.'
After logging in, go to the 'Admin' dropdown and select 'Company Setup' from the left navigation bar.
Now, copy the 'Company Code.' In case it is not present, please proceed to create the company and then provide the generated company code to the Birdeye support team.
IMPORTANT:
Clients must connect with the Xcelerate team to generate the Bearer Token to enable the integration with Birdeye.
To set up integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.