Rethink is capable of integrating with Buildout Marketing to sync properties, deals, spaces/units, comps, and other common areas of interest between platforms. You can choose to have the information flow bidirectionally or one-way.

The current integration connects a standard set of fields between platforms - see Standard Field Mapping below. Any fields beyond this may be at an additional cost. 

General Synchronization Behavior

• Synchronization typically runs in daily intervals, although custom sync schedules (e.g. hourly, one-directional, etc.) can be created within Rethink
• Only records modified since the last synchronization are processed

Standard Field Mapping 

Properties & Spaces/Units Field Mapping

• Syncs from Buildout to Rethink, and Rethink to Buildout

Leads Field Mapping

• Syncs from Buildout to Rethink only

Comps Field Mapping

• Syncs from Buildout to Rethink, and Rethink to Buildout

Deals Field Mapping

• Syncs from Rethink to Buildout only

 

Synchronization Directions

Brokers -----------------> Colleagues

Listings -----------------> Properties

Lease Spaces -----------> Spaces/Units

Sale or Lease Comps ---> Comps 

Leads -------------------> Inquiries/Requirements

Photos ------------------> Assets

All records in Buildout are created or updated in Rethink based on the Buildout ID. If no Buildout ID is present in the record in Rethink, then the record is matched against the property and broker/colleague.

 

Brokers

Brokers sync from Buildout to Rethink only.

Colleague/broker synchronization from Rethink to Buildout will match the internal colleague in Rethink to the broker in Buildout, but it will not create nor update the broker record in Buildout. Thus, Broker administration should be done in Buildout, not in Rethink.

Lease Spaces

Lease spaces and comps are created whenever their parent properties are synced.

Leads

Leads sync from Buildout to Rethink only.

A parent property must have previously synced in order for any associated leads to sync. 

Photos

All photos attached to a listing or lease space are synced with properties and spaces/units in Rethink, respectively. 

Matching Criteria for the Sync:

• Listings/Properties are matched based on Address field
• Brokers/Colleagues are matched based on Email Address

If a listing is matched with a property in Rethink, the 'Sync with BO' checkbox in Rethink will not be checked automatically; thus, you will need to go into the Rethink record and check the 'Sync with BO' checkbox manually if you would like continuous syncing of the property/listing.

If a match is found:

• If “Sync with BO” is checked in Rethink, the record will be updated
• If “Sync with BO” is NOT checked in Rethink, only the Buildout ID is populated and the rest of the record is left unchanged

If NO match is found:

• Record is created
• Buildout ID is populated
• Record is marked for future synchronization (“Sync With BO” is checked)

 

 

Properties ------> Listings

Deals -----------> Listings

Spaces/Units ---> Lease Spaces

Comps ----------> Sale or Lease Comps

Assets ----------> Photos

 

Only records in Rethink with the “Sync with BO” field checked are synced (all others are ignored)

• If the record has a “Buildout ID” populated, the record is updated in Buildout
• If the record does NOT have a “Buildout ID” populated, a record is created in Buildout and the “Buildout ID” is populated in Rethink

Properties

In order for a property to sync with a listing in Buildout, the following must take place:

• the "Sync with BO" checkbox must be checked

• The property must have a broker listed under Associated Parties (and the broker's email address must match that of a broker in Buildout.)

The property will then sync with its listing in Buildout during the next scheduled sync cycle.  

Deals

In order for a deal to sync to its associated listing in Buildout, the following must take place:

• the "Sync with BO" checkbox must be checked 

• The deal must have a broker listed under Associated Parties (and the broker's email address must match that of a broker in Buildout.)

The deal will then sync with its related listing in Buildout during the next scheduled sync cycle.  

Deals can also be sent to Buildout manually by clicking the 'Send to Buildout' button within the deal.  This button may need to be added to your deal layouts by a system administrator.  Please contact support for further instructions.

 

Spaces/Units

In order for a space/unit to sync to a lease space in Buildout, the following must take place:

• The "Sync with BO" checkbox must be checked in both the space/unit as well as the parent property 

• The parent property must have a broker listed under Associated Parties
• All required fields must be filled out - see field mapping
• The listing in Buildout must have either the "For Lease" or "For Sale" box checked

Comps

In order for a comp to sync with Buildout, the following must occur:

• The "Sync with BO" checkbox must be checked in both the comp as well as the parent property 

• The parent property must have a broker listed under Associated Parties

Photos

When uploading images to properties in Rethink, the images are automatically synced to the associated listings in Buildout. You must wait to upload images to a property record until after the property has successfully synced at least once.

After the images have synced, they will not be displayed in Buildout until the "Syndicate" checkbox is checked in the listing. To do this, go into Edit Listing > Media and check the images to display.

Rethink Workflow

• Create the Property (add broker(s) to Associated Parties)
• Create Spaces/Units
• Create the Deal (add broker(s) to Associated Parties)
• Create the Comp (include Address, City and State; for Sale Comps, also include Total Price, otherwise it will not sync)
• Check the "Sync with BO" checkbox on the Comp
• Check the "Sync with BO" checkbox on Spaces/Units
• Check the "Sync with BO" checkbox on the Deal
• Check the "Sync with BO" checkbox on the Property
• Add property images to the Assets related list (images must be added after the property has already successfully synced)

Rethink Fields

• Sync with BO - this checkbox is available only in Property, Space/Unit and Comp records.

  • Check this option if the record should be synchronized with Buildout

  • This checkbox is the controlling factor for records syncing from Rethink to Buildout

  • When a new property is synced from Buildout, the “Sync with BO” option is automatically checked for future synchronization

• Buildout Id - unique identification number that indicates the corresponding record in Buildout. Available only in Property, Space/Unit, Comp, Colleague and Asset.

• When a property coming from Buildout is matched to a Property in Rethink:

  • If the “Sync with BO” option is not checked, the Buildout ID is populated, but nothing else in the record is changed. The “Sync with BO” option is left unchecked
  • If the “Sync with BO” is checked, the Buildout ID is populated, and the property record is updated

Bidirectional - Latest wins

• For each record, the timestamp of last change is compared in both systems, and most recently changed record is sent to other system.
• In Buildout the timestamp is only present on Property record, this dictates direction for both the Property record and child Space/Unit records of that Property.
• To make sure recent changes in Rethink are sent over, the last updated timestamp on Property is updated from these child objects below:
  • change on child Space/Unit
  • change on child Comps
  • change of Associated Party
  • change on Colleague Buildout ID
  • change on Asset (Photo)
• After the direction is decided, the synchronization follows the same logic and requirements for respective direction mentioned above (“Buildout to Salesforce” or “Salesforce to Buildout").