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In this release we have integrated OPEX to "InSite Logic", an application used by property developers which monitors purchaser activity and provides reporting, analytics and stock management.
What does the integration do?
Where a project is using both OPEX and InSite Logic our integration will automate updating information in InSite Logic, including:
Mapping projects in OPEX to projects in InSite Logic
Mapping of OPEX contract statuses to InSite Logic "conditions"
Mapping the "status" to be applied in InSite Logic when a contract is issued in OPEX
When a contract is issued in OPEX the purchaser, purchaser solicitor and purchase price information is automatically updated in InSite
As a contract moves through its signing steps in OPEX it will update the 'condition' value in InSite Logic
Where a contract is 'returned to draft' in OPEX, the corresponding purchase record is removed in InSite Logic (and re-added if the contract is issued again)
Settings
To use the integration with InSite Logic simply navigate to "Settings" in OPEX and locate the "InSite Logic" integration page. Here you click "Add Project" to select which of your projects are using InSite logic. Once added you can map the OPEX contract steps with the InSite Logic conditions and statuses, meaning you can ensure OPEX is updating InSite Logic according to your clients requirements. You'll also find a handy "Integration Log" on this screen to assist with troubleshooting.
Contracts
When issuing a contract on a project that is connected to InSite Logic, the contract "Status" panel will show each time InSite Logic is updated.
