appFiles and darwin Cloud's API engine make it possible to import key information from the AccountTECH Form in appfiles into darwin Cloud. Fields that can be pulled from appFiles include estimated closing date, selling price, contract date, seller info, buyer info, commission info, title company, and many more.
We match the darwin Cloud property to the appFiles record using the appFiles Record ID.
AccountTECH is only able to pull data from the form that appfiles creates for you. We are not able to pull roster information or information in any other part of the file.
appFiles does not pull any information or files back from darwin Cloud
Getting Started
- Send an email to [email protected] to get them to enable the AccountTECH Form in appFiles.
- Please note: as appFiles is designed to integrated with state forms,
- The address will need to be broken up manually in appfiles as the state forms will have 123 mains street SE Orlando, FL 20392 and accounttech needs separate fields for address, city, state and zip
- The First and last name of the buyer and seller will come in one field (client name) not 2
- You can request additional fields be added to the appfiles but some of those fields may need to manually filled in in appfiles
- Please note: as appFiles is designed to integrated with state forms,
- Once this is created and you have approved the form, appFiles will send the connection url to [email protected] for each of your appFiles offices and AccountTECH will set up the integration with this custom form.
- You will want to confirm the email address you have for your agents in darwin Cloud match the emails that are in appFiles, as this is how we match your agents to their properties.
If you add, remove or change fields on the form after the feed has been set up please notify [email protected] as we will need to update your feed
How to pull NEW records in darwin Cloud
From the property Screen
- Click new
- Select 'add property from feeds'
- Click Start
In the "Add new property from feeds" window:
- Set feed dropdown to APP FILES feed for the office the property is in appFiles
- In search by, type part of the address you want to pull
- Select the record in the found properties list
- Click pull
- When the feed is done running you will see this message
- Click Close and you will be taken to the newly created record.
Updating Existing records
If you have the listing in from the mls feed and you want to update the property record with information from appFiles, go to the property record in darwin Cloud
- Click link
- Select the appFiles feed
- Edit the search by, include the street number and name
- Select the appFiles record
- Click Pull
Default Mapping
The list below indicates the name of the field in appfiles (left) that data is pulled from, and the name of the field in darwin Cloud (right) that the data will be pulled into:
HOWEVER since each from is custom there may be some variation in your mapping
appfiles - darwin Cloud
Record ID - appFileID
escrow agent company - buyer side person
home warranty company - buyer side person
title company name - buyer side person
Buyer 1 Name -buyers
Buyer 2 Name - buyers
inspector name -buyer side person
lender company name - buyer side person
loan officer name - buyer side person
City - city
total commission to sell side - cobrokecommrate
Sale price - commissionPrice
Closing date - estimatedClosingDate
total commission to list side - listCommRate
listing contract date - listDate
list price - listingPrice
listing agent email - listingSideAgents1
MLS Number - MLS Number 1
purchase contract date - pendingDate
Record ID - propertyTypeID
referral company name 2 - referrals
referral company name 1 - referrals
total commission to sell side - sellCommRate
seller name 1 - sellers
seller name 2 - sellers
Sale price - sellingPrice
State - state
Closing date - statusID (if closing date or pending date is filled in we assume the status is pending otherwise we treat it as active)
Property Address - streetName (the whole street number and adddress, not including the city state zip, gets put in the street name field)
Subdivision - subDivision
Zip -zip