Alarm.com Integration with Cornerstone

Overview

Cornerstone is integrated with Alarm.com to pull customer site and equipment (zones) information into the software. This integration helps reduce double data entry of subscriber accounts and is designed for dealers who do not use Central Stations that are integrated with Cornerstone.

What the Integration Provides

The Alarm.com connection allows you to pull:

• Customer/Subscriber information
• Equipment/Zone information

Important: Before pulling individual account information to existing accounts in Cornerstone, the names and addresses in Cornerstone should be compared to those in Alarm.com. The Alarm.com accounts can be downloaded using the Central Audit OK permission.

Customer Fields That Can Be Pulled

The following customer fields (indicated in blue text in the software) can be pulled from Alarm.com:

• Primary Acct # - The CSID number excluding the prefix (only the device number is stored in Alarm.com)
• Customer - Company name or last name
• First Name - First name if residential customer
• Address - Street address in Address line 1
• City, State - Auto-filled
• Zip - Zip code filled in
• Type - RES or COMM based on codes returned to Site Type
• Phone - Premise phone number

For New Accounts

If this is a new account (blank record), complete the rest of the required fields before saving the record.

For Existing Accounts

If you are pulling subscriber information into an existing account, the Central Station ID# will only be added if the existing field is blank.

Downloading Zones

The download button on the customer screen will also pull zones. If the customer is not set for download, you will need to go to the Zones section to pull that data.

The 'Download Zones Alarm.com' button will pull in zone records.

Note: Because the communication is pull-only, the zone list can be viewed but not edited.

Setup Steps for Dealers

Step 1: Create Cornerstone Username

Create a username and password for Cornerstone in your Alarm.com account.

Recommended username format: Cornerstone.companyname

Step 2: Set Permissions

Set permissions for the Cornerstone login to include Web API access.

Important: Make sure the permission is not the "Billing Integration User role," which only gives access to third-party billing software and not the Partner Portal itself.

You need to add another role that has Partner Portal access, such as:

• Dealer Administrator
• Dealer Billing Admin
• Customer Service Rep
• Custom role with Partner Portal access

The role assigned to the Cornerstone account must have access to view customer information.

Setup Steps for Cornerstone

Step 3: Establish API Key

Once Cornerstone receives the username and password reset link, Cornerstone will establish the API key using the SOAP API.

Path: My Business setting > Set up the token/connection

To access documentation: In Developer resources, click on Documentation for detailed instructions.

Generating Web Services Token

1. Mouse over the login name
2. Click My Profile
3. In Enrollments, click Two-Factor Authentication
4. Select SMS configure and enter mobile number
5. Enter the code sent via SMS
6. Click Generate Token button
7. Name the token
8. Click Generate
9. Copy the token to clipboard to paste into the Alarm API setup

Step 4: Set Up API Connection in Cornerstone

In System Header:

1. Go to API profiles
2. Set the Integration level to Central Station
3. Click on API Profiles
4. Click Insert
5. Select ALARMCOM
6. Fill in the information

Important:

• The Integration must be set for System
• The Central Name should be left Blank

Step 5: Download Alarm.com List

Cornerstone will download the Alarm.com list so it can be compared to the accounts in Cornerstone.

Initial Setup: Set up with Audit only to start. Cornerstone should run a test to verify the connection and get the list.

Critical Step: The dealer needs to compare the names and addresses of existing accounts in Cornerstone to those in Alarm.com before any individual account level communication occurs.

Data Protection: Cornerstone will copy the Contact 1 information into the Notepad so that if the information in Cornerstone gets overwritten by the download, a copy of the original information is saved.

Step 6: Edit Zone Field Descriptions

In the User Defined Tab, edit the Zones Field Descriptions as needed.

Alarm.com Support

For assistance with setting up the login or resetting passwords, contact Alarm.com resources:

Email: webservices@alarm.com

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com