Fixflo integrates with Qube PM so that any repair and maintenance issues created in Fixflo can be pushed back into Qube PM. This allows you to keep a complete maintenance record for your tenancies and produce more accurate reports.
To follow this guide, please select the Fixflo plan you are currently using; this will be either Fixflo 'Basic', Fixflo 'Essentials' or Fixflo 'Professional':
TABLE OF CONTENTS
Basic
If you are using a Fixflo Basic system, maintenance issues are pushed into the Maintenance Module of Qube PM to process from there. Please contact your Account Manager at Qube to determine if you have the correct version of the Qube PM software to integrate with Fixflo.
For a guide on how the integration works for Basic Fixflo customers, please click here.
To set up the integration, you will need to supply the Domain and Authentication Token for your Fixflo site. Any administrator user can click via Setup > Integrations:
At the top of the page, you will be able to 'Add token' - in 'App Id' enter 'QUBEPM' and then click 'Add':
An Authentication Token will then be generated for you:
To complete the setup of the integration, you will need to provide the following information to your Account Manager at Qube/MRI:
- Your Authentication Token
- Your Fixflo Domain / URL
On Fixflo Basic, there is no property/landlord/occupier/contractor data stored, so no need for a data sync. However, one task you should complete is a map of Fixflo fault categories (only non-hidden ones) to the categories you have in Maintenance Manager. You should have received information on this by the MRI team during maintenance management training.
The benefit of doing this is that it allows you to control workflows, fund headings (cost codes) and priorities of issues in Qube PM. Please contact our support team to request an export of your Fixflo fault tree to assist with this.
Once you have the export from Fixflo, you'll need to map the data within Qube: select Tables database > External Choices > Fixflo Categories > Map to list in Fixflo. Please note:
- The category names in Qube must be syntactically exact
- If there is no match this should get flagged up in Qube
- The MRI support team are able to bulk import these if required. Please contact them directly
For a more in-depth overview of how the Qube PM integration works for Fixflo Basic clients, please click here.
Essentials/Professional
If you are using an Essentials or Professional system, data will push from Qube into Fixflo automatically; you will be able to amend the frequency of this sync to ensure that both systems run at an optimised rate. For a guide on how the integration works - including a full explanation of the data structure - please click here.
In terms of setting up the integration, there are three key stages:
Statement of Works
(timeline usually 2+ weeks)
In order for the integration to be set up, you must first get a Statement of Works signed off by the MRI team. The Sales or Onboarding Manager at Fixflo will contact your Qube Account Manager and ask for this process to go ahead - all that you will be required to do is sign off the Statement of Works when requested!
Data Capturing
There is quite a bit of information required from both Fixflo and Qube in order to set up this integration successfully. Your Onboarding Manager at Fixflo will contact the Qube team to notify them of your Fixflo information (Product Type, URL, Authentication token etc). In advance of this, your Onboarding Manager may need to ask you some questions for data mapping purposes; for example, what property types would you like synced to Fixflo, tenant types for leaseholder profiles etc. This is all very important so the integration works as desired - please take your time and clarify and questions you don't understand.
Integration Setup
Once the Statement of Works is in place and all of the data required is captured correctly, the team at MRI will need to schedule in the time to set up the technicalities of the integration. Your Onboarding Manager will get this information from Qube and will let you know the time-frame.
Once Qube then confirms the process is complete, we will alert you and you can sign-off that the data is as expected and issues/invoices are syncing.
For more information on the full extent of the integration - including a full explanation of the data structure, issues syncing capabilities and troubleshooting tips - please click here.