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How to Add a Household Using Integrations

Import people or assets from an integration partner to make an Asset-Map

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a year ago

Creating an Asset-Map and associated Household with an Integration is matter of clicking a few options, searching for the household in the integration partner, and importing into Asset-Map.

Note: integrations starting from within Asset-Map behave in the manner outlined below. Integrations starting from within the partner would follow steps outlined by the partner, found on their support website.

  • First, click "Add Household" then "Get Started" on the Integrations icon.

  • Click the desired connected partner icon.

  • If the integration is not available, select Manage Integrations to activate the desired integration partner.

  • Then select "Add Household" then "Get Started" on the Integrations icon.

  • Click the desired connected partner icon.

  • Type the household name into the Search field and click the search icon or hit Enter on your keyboard.

  • If the name is found, select "import" then "view" to see the Asset-Map.

Note: Accessing Asset-Map from multiple browsers could affect integration tokens causing a sync failure error. Please use one browser or disconnect and reconnect the integration from the Integrations page within Asset-Map to refresh the token.

6/2023

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