Entrata Setup for EliseAI

Overview

Use EliseAI Credentials Pages to set up your Entrata integration. To access a credentials page: 

1. Open the EliseAI Portal.
2. Click Onboarding in the left sidebar. Then, click Launch Status in the dropdown menu.
3. On the Launch Status page, find the row for the Building and Product you would like to integrate. 

4. Click the red + Setup button in the row's Integration column.

   

Please submit a ticket if you have any questions about this process. Use the CC field to copy:

• onboarding.integrations@meetelise.com  
• Your Customer Success Manager 

Add MeetElise as a User in Entrata

If you are a first-time customer with EliseAI, you will need to take this step. Otherwise, you should already have MeetElise added as a user.

1. On the top of the Entrata page, click on Apps
2. Then, in the dropdown, click API Access
3. On the top right hand corder of the page, click on "+ Add API user"
4. Search for MeetElise → Enable Access to “MeetElise”
5. Set the permissions and properties you will be adding

Provide MeetElise Entrata Domain

If you are a first-time customer with EliseAI, you will need to take this step. Otherwise, we should already have your Entrata credentials saved.

1. On top of the Entrata page, click on Apps > API Access > Manage MeetElise
2. Go to the Credentials Tab
3. Copy your domain   
4. On the EliseAI credentials page, click Add New Credential + 
5. Paste the domain name into the Domain field, then click Add. 

Enable API Access for MeetElise

Follow these steps to enable API Access. 

We require these APIs for our core functionality. The APIs are only "get" as needed. We don't require "send".

1. On the top of the Entrata page, navigate to Apps > API Access > Manage MeetElise
2. Go to Property Access Tab
3. Add each property to Entity.
4. Go to Web Service Permissions Tab and check off the following APIs:
   • Leads
     • getLeadEvents
     • getLeadPickLists
     • getLeads
     • getMitsLeads
     • sendLeads
     • sendMitsLeads
     • updateLeads
   • Properties
     • getCalendarAvailability
     • getFloorPlans
     • getProperties
     • getPropertyPickLists
   • Property Units
     • getAmenities
     • getMitsPropertyUnits
     • getPropertyUnits
     • getSpecials
     • getUnitsAvailabilityAndPricing
     • getUnitTypes
   • ARTransactions
     • getLeaseArTransactions
     • getMitsLeaseArTransactions
   • LeasingCenter
     • getCallLogs
   • "Leases"
     • getEvictedLeases
     • getExpiringLeases
     • getLeaseDetails
     • getLeaseDocuments
     • getLeasePickList
     • getLeases
     • getMitsLeases
     • getRentersInsurancePolicies
     • onNoticeLease
     • sendLeaseActivities
       • Note that we need access to this endpoint in order to push summaries
     • sendLeaseDocuments
     • moveInLease
     • moveOutLease
   • Pricing
     • getPricingPicklists
     • getPropertyFees
     • insertPricing
     • sendBudgetedRent
   • ARCodes
     • getARCodes
   • "Maintenance"
     • getInspections
     • getInspectionTemplates
     • getWorkOrderPickLists
     • getWorkOrders
     • sendWorkOrders
     • updateWorkOrders
   • Financial
     • getFinancialPicklist

Note about getPropertyFees

The getPropertyFees method uses your pricing transparency settings in Entrata to determine which rates and fees are included. This setting allows property administrators to control which fees are included in the advertised rent price and displayed to prospective residents on channels like the ProspectPortal website, internet listing services (ILSs), and snippets.

In Entrata, you can update pricing transparency settings under: 

Setup > Properties > [select a property] > Pricing > Transparency

Set up Entrata Community Agents

Follow these steps to set up community agents in Entrata:

1. Go to Set up > Users & Groups > Users
2. Create an agent called Meet Elise if it does not already exist (first name= "Meet", last name= "Elise")
   • Skip if you have already created this agent
   • Use any default email username & password (do not send these credentials to EliseAI)
3. Create an agent called House House if it does not already exist (first name="House", last name="House")
   • Skip if you have already created this agent
   • Use any default email username & password (do not send these credentials to EliseAI)
4. Go to the Assignments tab for the Meet Elise agent
5.  Click Edit Assigned Properties and add the Properties you are setting up
6. Repeat Steps 4–5 for House House
7. Under Department, select Leasing for both users

Set Meet Elise as Default Agent (24 hour step)

NOTE: Only complete this step the morning of launch! It will change the default agent in your system.

1. In Entrata, Navigate to Set up > Properties > Select Property
2. Under General scroll down to Leasing Agents
3. Click Edit next to Default Agent. 
4. Confirm that Meet Elise agent is selected as the default.
5. Confirm that "Count Leads Assigned to the Default Leasing Agent as Unclaimed" is set to NO.

Troubleshooting

How do I resolve the "No categories in getWorkOrderPickLists" error?

• Your AI needs to know all work order categories in order to submit a work order for your residents. If you aren't sure how to set that up, please reach out to your Entrata representative for assistance.