Legacy Security Services - BOLD Integration Guide

Modified on Mon, 23 Mar at 10:16 AM

KNOWLEDGE BASE

Legacy Security Services - BOLD

Integration and 1-Time Data Entry

Overview

Cornerstone integrates with Legacy Security Services (Legacy) to streamline account setup for dealers. This integration allows you to set up accounts in one location and pull comprehensive account information including Customer data, Site information, Contact Lists, and Zones directly into Cornerstone.

The integration is designed to be sensitive to Legacy's required data fields (such as requiring at least one contact and phone number) and provides validated selection lists for other fields like Devices.

⚠️ BEST PRACTICE

We recommend that you pull data each time you open an account so that changes made in Legacy automatically update information in Cornerstone, ensuring you always have the most current data.

Getting Started with the Integration

To set up the connection between Cornerstone and Legacy Security Services, contact Cornerstone and we'll help you establish the integration. The setup process involves three key steps:

Verify Central Station Numbers: Ensure your accounts have Central Station numbers that include the dealer code before the assigned central account number. This field serves as the "linking" field between Cornerstone and Legacy. If adjustments are needed, Cornerstone can assist with this.
Provide API Credentials: Give Cornerstone your Dealer Site Account number and contact your Legacy representative to obtain an API username and password. These credentials allow Cornerstone to securely access your accounts. Cornerstone will then configure the handshake with Legacy.
Complete Data Review: Before pulling individual account information, Cornerstone will assist you in reviewing your data using the Central Station Audit Report. This critical step ensures data accuracy and consistency between systems.

Data Review Process

The data review process ensures accuracy before syncing individual accounts:

Device Audit

Download the open device list to audit CSID numbers at the Central Station versus those in Cornerstone. Central Station ID numbers are case-sensitive, so it's important to use consistent casing in Cornerstone that matches the central station (for example, "AN" versus "an"). Cornerstone's device download comparison process helps correct mismatched case in CSIDs.

Address Audit

Once Central Station numbers are complete, Cornerstone will generate the report with the 'Address Audit' option checked to compare names and addresses in Cornerstone versus the Central Station. Any discrepancies must be addressed before Cornerstone will activate individual site downloads of site, contact, or zone information.

⚠️ IMPORTANT

Only after completing the data review step will Cornerstone allow individual account pull/sync functionality.

System Setup and Configuration

During setup, Cornerstone will configure the following in your system:

Enter your Dealer/Site Account Number in the System Header and Central Station List
Configure User Defined field 18 for Legacy Device
Configure User Defined field 20 for Dispatch Type
Accommodate multiple Central Station prefix numbers as needed

If you have accounts monitored elsewhere or not monitored at all, choose a Central Station option other than Legacy on the list so those accounts are excluded from the audit report matching process.

Creating New Accounts in Cornerstone

Existing accounts in Cornerstone connect to Legacy via the CSID field #1. Accounts can be created in Cornerstone as prospects, and upon entering the Central Station number and identifying the Central Station as Legacy, you can download the customer record from Legacy using the Download Customer button.

One-Time Data Entry for Brand New Accounts

For brand new accounts created in Legacy:

Click Insert
Enter the Cornerstone Account number you want (if not auto-generated)
Enter the Central Account # (the number assigned for that customer at Legacy)
Click the 'Download Customer' button to pull data from Legacy into Cornerstone

The 'Download Customer' function will populate the Cornerstone account with site information, Contacts, and Zones from Legacy. You'll only need to add the Tax county, Bill-to information, and recurring charges manually.

Understanding Central Station Number Fields

The communication link between Cornerstone and Legacy is the device number in the 1st Central Account # field. Central Station numbers are case-sensitive, so it's critical to enter information exactly as it appears at the Central.

Multiple Devices Per Customer

While site information and contacts are shared between devices, devices may have different zones. Cornerstone's system only records one set of zones per site. If you need to maintain different zones for each device for a subscriber in Cornerstone, you'll need to create a separate customer record with the communicating device/Legacy number in the 1st Central Station Number field for each device. If you don't need zones for a second or third central station number, they can be stored in the 2nd and 3rd Central Account# fields.

Burglary and Fire Services

Most dealers create two separate accounts in Cornerstone when the same customer has both Burglary and Fire services. This approach allows for recording different equipment installed, service tickets, reminders needed for different services, and most importantly, different zones. Billing can always be consolidated into one account.

Data Fields Reference

For accounts that already exist in Cornerstone, simply open the account and click Download Customer to pull information from Legacy including Site data, Contacts, and Zones (attached to Central Account #1).

Fields Pulled from Legacy

Field Name	Description
Account	Your 2-letter prefix appears and you enter remaining digits
Central Acct #	The CSID number assigned by the Central; this is the link field
Customer	Company name or last name
First Name	First name for residential customers
Address	Street address (Address line 1)
Address2	Additional address information (e.g., Apt #200)
City, State, Zip	Automatically filled in; allows USPS address validation for zip+4
Tax Code	NOT pulled from Legacy; you must enter to apply correct tax rate
TZ	Time zone automatically fills from zip code
Type	RES or COMM
Equipment	Pulls the 1st system in Panel Type ID
Code Word	Password is pulled (can be masked and/or not available to view by user)
Cross Street	Pulled if available
Phone	Premise phone number with phone type if available
Phone2	Second premise phone number with phone type if available
Primary Email	Used for billing; pulls 1st email if blank in Cornerstone. If Email1 has different value, places into Email2 to preserve Primary Email
Web URL	URL address if available

? TIP

Click the location pin icon to validate the address as a USPS-recognizable mailing address. If recognized, zip+4 will be available. Select 'Update' to update the Cornerstone entry with the validated information.

Working with Contacts

The customer record includes space for premise contact name and phone number. The Contacts list provides the call list for the account. Note that there is also a Rolodex list you can use for phone numbers not on the call list, such as AR/Payables contacts. These Rolodex entries are not impacted by downloads.

Downloading Contacts

The Download Contacts button pulls contact information from Legacy and can be used to retrieve updates made directly with the Central. Since the system operates in pull-only mode, you can only view contacts after they have been downloaded.

Required Contact Fields

Field Name	Description
Priority Sequence	Priority sequence for contacts. Additional contacts must be numbered in increasing values. You'll receive a warning if none are entered.
Person to Contact	First and last name pulled and listed in this field
Phone 1	First phone number field from Legacy for the contact
Phone 2	Second phone number field from Legacy for the contact
Password	Contact-specific password can be recorded
Email Address	Contact's email address if available

Managing Zone Lists

Having zones in Cornerstone provides immediate access to detailed information when creating service tickets. You can assess how long inspections might take based on the zone list for each account.

Important: Zone lists are device-specific and link to the Central Station number in the 1st field. If you have multiple devices installed for the same site, they share site and contact information. If you need to record different zone information in Cornerstone for each device, you'll need to create a second account so the second device is recorded in the 1st Central Station field.

Downloading Zones

The Download Zones button pulls zones from Legacy. Once downloaded, the 'Get From Central Station' button becomes available if zone changes are made directly with the Central. Since the system operates in pull-only mode, zones can be viewed but not edited in Cornerstone.

Pulled Zone Fields

Field Name	Description
Zone ID	Zone number in the Zone ID field
Zone Description	Descriptive name for the zone
System Description	Describes monitoring system
Area	Area description for the zone

⚠️ DATA ACCURACY

You are responsible for the accuracy of data at the Central Station. The information can be pulled into Cornerstone to ensure you have all information at your fingertips and available for service tickets and technician use.

Need Additional Help?

Our Customer Success team is here to assist you with Legacy integration setup and troubleshooting.

? Phone: 847-405-9517 x1
✉️ Email: customer.success@alarmbills.com