This integration is now available to all Agentbox users who have an active Forms Live/Realworks subscription allowing you to minimise data entry by pre-populating your forms with core listing & contact details direct from Agentbox. Simply create your forms via the listing card 'REI Forms Live' button, launch the Forms Live editor and fill out the remaining fields required.
In addition to REINSW, Agentbox's REI Forms Live Integration extends to REIQ (Realworks), REIWA, REIACT, REISA, REIT & RT.
Note: Due to the large volume of forms, Agentbox cannot map every single form field individually and have focused on the core listing and contact fields. Additional data entry is required to finalise each form; however, we welcome feedback regarding any form field which you believe can be filled from data already available inside Agentbox. Please submit any requests for additional field mapping via our Client Change Request Form.
1. Click My Office from the main menu
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2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel
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3. Click the staff members name to open their staff card.
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4. Click the Connections tab and select the required REI Forms Account from the drop-down.
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5. Enter your Account Login details and Password.
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6. Select Login to activate the integration.
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