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It's ESSENTIAL that you do each of these 3 prerequisites before turning on your integration!
1. Contact Us If You're Using Multiple CINC Websites
If you're running multiple websites in your CINC configuration, please reach out to Sisu first. It will require a 2-step setup process and some help from our support team.
2. Get Adequate Sisu Licensing
For Sisu licensing purposes, you'll need to ensure that you have a Sisu license for each active CINC user. If you try to exceed your license count, you'll receive an email stating that you have no licenses left. At that point, all agents above the current license count will be added as inactive users and can be updated to active in Sisu after additional licenses have been purchased.
3. Compare CINC Users with Sisu Users
If the integration can't match a CINC user's name or email with a user in Sisu, a new user is created in Sisu. To prevent duplicate users from being created in Sisu, we recommend comparing your list of Sisu users with your list of CINC users to make sure that either the name or email matches. To make this a little easier, go to Sisu and download the spreadsheet of your users. Just go to Admin > Users and click the "CSV" button in the top-right corner.
Key Strategies For Success
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Make Sure Your Settings Reflect the Correct Timezone
All your activity and logged dates will be based on your team timezone settings. Before you turn on your integration, make sure that the timezone is accurate.
Make Sure Everyone Understands Your Configuration Settings
You, your team, and your agents need to know the triggers that will move CINC leads into Sisu and create transactions. These triggers are determined by your configuration settings. For more details about how these settings work, go to this article in our Knowledge Base, and then scroll down to Part 3, step 9.
What should I do next?
Once you complete all the prerequisites, you're ready to set up and turn on the CINC 3.0 integration! You can actually set up the integration yourself by using the steps outlined in this article from our Knowledge Base.