Property Maintenance - Using Bricks & Agent with Chintaro

The Chintaro and Bricks & Agent integration enables users to export their Property and Tenancy data from Chintaro, import it in to Bricks & Agent, complete the maintenance required in Bricks & Agent and import it back in to Chintaro for reporting. 

This solution covers:

• Linking Chintaro with Bricks & Agent
• Exporting Property and Tenancy Data from Chintaro
• Using the Bricks & Agent software to raise Maintenance Tasks
• Importing Completed Maintenance Tasks in to Chintaro

Linking Chintaro with Bricks & Agent

Before you can use the Bricks & Agent (B&A) - Chintaro integration, you must have an account set up with B&A and have the necessary credentials set up in Chintaro's System Maintenance. 

When B&A have supplied you with credentials, your Chintaro System Administrator can enter them into the system. From the Home Screen > System Maintenance > Reference Tables > Parameters. Scroll down until you reach the Parameters beginning with B&A_:

In the Parm Text column, enter the Branch ID, Organisation ID and Organisation Name you have been provided. 

Next, go gown to the Webservicedb parameter and make sure that there is a value in the Parm Text field:

If not, contact Chintaro Support and advise you require the Web Service Database name for B&A integration.

There are 3 other preferences you need to set before you begin the B&A process. From this screen, click the back button and go to System Maintenance > Preferences > Maintenance. The 3 highlighted preferences you need to set are:

Use Known As Name =Select if you would like B&A to use the Chintaro 'Known As Name', rather than 'First Name.

Confirmed for Payment = Select if you would like the 'Confirmed for Payment' button ticked for imported Maintenance Tasks.

Make Tasks Inactive = Select if you would like the imported tasks back from B&A to be set to Active (open) tasks, or you can choose to have the tasks imported as Inactive (closed) task 

Once you have entered these credentials, you are ready to use the Bricks & Agent screens in Chintaro. 

Exporting Property and Tenancy Data from Chintaro

When your Organisation's Bricks & Agent credentials are in Chintaro, you can export your Property and Tenancy data from Chintaro to use in Bricks & Agent.

To export this data, from the Home Screen > Property Maintenance > Imports/Exports > Bricks & Agent Sync screen:

The Sync Bricks & Agent Data screen will open:

Clicking the Sync ALL button will sync all Properties, Tenancies, Owners and Property Managers from Chintaro to B&A. When clicked, the status of the sync will show in the large update window:

Chintaro will show the number processing and advise when the sync is complete, meaning your Property and Tenancy data will be ready to use in Bricks & Agent.

Using the Bricks & Agent software to raise Maintenance Tasks

Log into Bricks & Agent by clicking this link. The help guide for using Bricks & Agent is found here. 

Importing Completed Maintenance Tasks in to Chintaro

When the jobs have been marked as completed in Bricks & Agent, you can import them back to Chintaro for paying tradespeople and for reporting.

To import the completed jobs, from the Home Screen > Property Maintenance > Imports/Exports > Bricks & Agent Import screen: 

Click Import.

The completed Maintenance Tasks will be imported and can be viewed by clicking Maintenance in the Toolbar.

The data that is imported back on the Maintenance Task is:

There are also several important fields that require populating to ensure the task is viewed in the Accounts Payable (Export Maintenance to General Ledger) screen.

On the Maintenance Task

In Completion details, ensure the Confirmed for Payment box is ticked:

On the Tradesperson

Ensure each Tradesperson has a Supplier ID: