Connecting your FMS
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      1. Using swivl
      2. FMS Integrations
      3. Connecting your FMS

      Sitelink

      How to give swivl API access to your locations in SiteLink

      Step 1: Access Site Setup in SiteLink

      1. Log into SiteLink Corporate Control Center

      2. Navigate to Site Setup in the main menu.

      3. Click on “Permission API Users and Rights”.

      Step 2: Create a New API User for swivl

      1. Click “Add New” to create a new API user.

      2. Create a unique User Name and Password. For example:

        1. User Name: swivl
        2. Password: Storage2025!
        3. Email address: info@tryswivl.com

      ℹ️ This username and password must match what you enter later in your swivl Integration settings.

      Step 3: Grant All Permissions

      1. Check all the boxes at the top of the permissions window. This ensures swivl has the necessary access to manage tenant interactions, retrieve account details, and send automated communications.

      Step 4: Add swivl Credentials in Your swivl Integration Page

      1. Log in to your swivl account.

      2. Go to the Settings > FMS Integrations section.

      3. +ADD SITELINK > A new row will be added beneath Active Integrations. Select EDIT on the far right.

      4. Enter the following information:

        • Your Corporate Logon Code (provided by SiteLink for your account)

        • Enter the User Name and Password you created for swivl's user in SiteLink.

      5. In the left panel, you can rename the integration and adjust other chat settings, such as the size and descriptions of your small, medium, large, and extra large units
       
       
      6. The right panel is where you’ll provide your API credentials, with options to make this your default integration and to remove this integration above
       
       

      Note: “Lead Unit ID” is rarely used. If you’re unsure about this, leave it blank

      Add your Location Codes to swivl

      To obtain your Location Code (also referred to as your FMS ID), please navigate to your SiteLink login screen. You will find a field labeled Location Code, which identifies your store uniquely.

      Once you have your Location Code, proceed to add it to the swivl platform by following these steps:

      1. Access the Property Manager.
      2. Select the desired Location from the left-hand side menu.
      3. Click on Location Features located under the Details tab.
      4. Select Edit in the top right corner and enter the Location Code in the FMS ID field.

      Review Leads - Web Version

      Our leads will populate into the Lead to Lease section of your Sitelink account. To get there, choose Lead to Lease from the Home page, or navigate to Operations then Lead to Lease.
       
      Screen Shot 2023-05-08 at 3.01.01 PM.png
       
      Under Customer, select “Follow up & Reminders”
       
      image.png
       
      Your leads live here and are automatically sorted from newest to oldest.
      Here is what one of our leads looks like:
      image.png
      Users are able to provide their name, phone, email, unit, and size to your bot. Everything else gets set automatically. For example, Follow-up and Placed are set to the current date and Expires is set to one week from the current date.
      Please note that while we strive for accuracy, Unit and Size may not always be completely accurate. This is because Sitelink requires them to be set, and sometimes we are forced to choose the smallest available option.
      It's also worth noting that the Source field is set to "swivl" for all leads generated by your bot. When a lead is converted into a tenant, their Source will remain the same. By pulling reports of tenants whose Source is set to "swivl", you can track your bot conversions more effectively.

      Review Leads - App Version

      Our leads will populate into the Lead to Lease section of your Sitelink account. To get there, choose Lead to Lease from the Home page.
       
      Screen Shot 2023-05-17 at 9.58.34 AM.png
       
      Your leads live here. Begin by selecting a facility
       
      Screenshot 2023-05-09 at 3.52.34 PM.png
       
      Here is what one of our leads looks like:
       
      Screenshot 2023-05-18 at 2.51.33 PM.png
       
      Users are able to provide their name, phone, email, unit, and size to your bot. Everything else gets set automatically. For example, Follow-up and Placed are set to the current date and Expires is set to one week from the current date.
      Please note that while we strive for accuracy, Unit and Size may not always be completely accurate. This is because Sitelink requires them to be set, and sometimes we are forced to choose the smallest available option.
      It's also worth noting that the Source field is set to "swivl" for all leads generated by your bot. When a lead is converted into a tenant, their Source will remain the same. By pulling reports of tenants whose Source is set to "swivl", you can track your bot conversions more effectively.