Legacy Security Services - BOLD Integration Guide

Overview

Cornerstone integrates with Legacy Security Services (Legacy) to make it easy for dealers to set up accounts in one location and pull the account information including customer, site, contact list, and zones.

The integration is sensitive to the required data fields by Legacy (e.g., at least one contact and phone number) and provides validated lists of selections for other fields (e.g., devices).

Best Practice: Pull the data each time you open an account so that changes in Legacy get updated into Cornerstone.

Getting Started

Prerequisites

Contact Cornerstone for assistance setting up the connection with you and Legacy.

Setup Steps

Step 1: Verify Central Station Numbers

Make sure that you have your Central Station numbers in your accounts that include the dealer code before the assigned central account number. This is the "linking" field between Cornerstone and Legacy.

If it needs to be tweaked, Cornerstone can help.

Step 2: Provide Credentials

• Give Cornerstone your Dealer Site Account number
• Contact your Legacy representative for an API username and password to allow Cornerstone to access your accounts
• Cornerstone will set up the handshake with Legacy

Step 3: Data Review

Before any individual account information is pulled, Cornerstone will assist you in reviewing your data using Cornerstone's Central Station Audit Report.

Initial Audit:

1. Download the open device list to audit the CSID numbers at the Central Station vs. those in Cornerstone
2. Important: Central Station ID numbers tend to be case sensitive, so it is important to use the same case in Cornerstone that is in the central (e.g., AN vs an)
3. Cornerstone's device download comparison process helps correct mismatched case in CSIDs

Address Audit:

Once the Central Station Numbers are complete, generate the report checking the box for 'Address Audit' to compare the names and addresses in Cornerstone vs the Central Station.

Critical: Any discrepancies must be addressed before Cornerstone will activate the individual site downloads of site, contact, or zone information. Only after this step will Cornerstone allow individual account pull/sync.

Setup and Data Fields

System Configuration

Cornerstone will enter your Dealer/Site Account Number in two places:

• System Header
• Central Station List

User Defined fields 18 and 20 will be set to Legacy Device and Dispatch Type respectively.

Note: Multiple Central Station prefix numbers can be accommodated.

Accounts Monitored Elsewhere

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

Creating an Account in Cornerstone

For Existing Accounts

Existing accounts in Cornerstone will connect via the CSID field #1.

For New Accounts

Accounts can be created in Cornerstone as prospects. Upon entering the Central Station number and identifying the Central Station as Legacy for that record, 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:

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

What Gets Downloaded:

'Download Customer' will populate the Cornerstone account with:

• Account site information
• Contacts
• Zones

What You Still Need to Add:

• Tax county
• Bill-to information
• Recurring charges

Important Notes About Central Station Numbers

Case Sensitivity

The communication link between Cornerstone and Legacy is the device number in the 1st Central Acct # field. Central Station numbers tend to be case sensitive, so it is important to enter the information exactly as it is at the Central.

Multiple Devices

While the site info and contacts are shared between devices, the devices may have different zones.

Cornerstone's system only records 1 set of zones per site.

If you need to keep different zones for each device for a subscriber in Cornerstone, you will need to have a customer record with the communicating device/Legacy # in the 1st Central Station Number field for each device.

If you do not need the zones for that second or third central station number, they can be stored in the 2nd and 3rd Central Account# fields.

Separate Accounts for Different Services

Most dealers create two separate accounts in Cornerstone when the same customer has both Burglary and Fire services. This allows for:

• Recording different equipment installed
• Separate service tickets
• Different reminders for each service
• Most importantly, different zones

Billing can always be consolidated in one account.

Best Practice for Updates

For accounts that you already have in Cornerstone:

Simply open the account and click on Download Customer to pull the information from Legacy - Site, Contacts, and Zones (attached to Central Acct# 1).

It is good practice to pull data from Legacy each time you open an account so that you have up-to-date information.

Required and Pulled Fields

Fields You Must Enter (if account doesn't exist in Cornerstone)

Account - Your 2 letters will appear and you enter the remaining digits

Tax Code - If pulling everything from the Central creating a new account in Cornerstone, this will not come from them. You will need to enter this data to apply the correct tax rate to customer invoices. Select the list and choose the correct tax authority.

Fields Pulled from Legacy

Central Acct # - The CSID ID number assigned by the Central (this is the link)

Customer - Company name or last name

First Name - First name if residential customer

Address - Address line 1 is the street address

Address2 - Additional address information (e.g., Apt #200)

City, State - Auto-filled

Zip - Zip code filled in (allows for USPS address validation adds zip+4)

TZ - Time Zone automatically fills in from Zip Code

Type - RES or COMM is filled in

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

Phone Type - Pulled if available

Phone2 - Premise2 phone number

Phone Type - Pulled if available

Primary Email - Cornerstone's Primary email address used for billing. If blank in Cornerstone, pulls the 1st email. If Email1 in Cornerstone has a different value, we place into Email2 so we do not overwrite the Primary Email address

Web URL - URL Address if available

Address Validation

Click the validation icon to validate the address as a USPS recognizable mailing address. If recognized, the Zip+4 will be available. Select 'Update' to update the Cornerstone entry. The location pin icon will also call the USPS API lookup for the mailing address.

Contacts

The customer record has a space for the premise contact name and phone number. The Contacts list provides the call list for the account.

Note: There is also a Rolodex list that you can use for phone numbers that are not on the call list (e.g., AR/Payables). These are not impacted by downloads.

Download Contacts

Download Contacts will pull in the contact information and can be used to pull updates that were made directly with the Central.

Since we are in pull-only mode, you will only be able to view the contact once it has been downloaded.

Contact Required Fields

Priority Sequence - The priority sequence for the contacts. Additional contacts need to be numbered in increasing values. If none are entered, you will receive a warning.

Person to Contact - First and last name pulled and listed in this field

Phone 1 - Fills in the first phone number field in Legacy for the contact

Phone 2 - Fills in the second phone number field in Legacy for the contact

Password - A contact-specific password can be recorded

Email Address - The contact's email address if available

Zone Lists

The value of having zones in Cornerstone is having the information readily available when you are creating service tickets. You can assess how long it might take to perform inspections based on the zone list.

Important Note About Zones

Zone Lists are device specific and the "get data" links to the Central Station number in the 1st field.

If you have multiple devices installed for the same site, they share the site and contact information. If you need to record the different zone information in Cornerstone, then you will need to create a second account so that the second device is recorded in an account in the 1st Central Station field.

Download Zones

Download Zones will pull the zones from Legacy. Once downloaded, the 'Get From Central Station' button is available should a change in zones be made directly with Central.

Since we pull only, the zones can be viewed but not edited.

Pulled Zone Fields

Zone ID - Zone Number in the Zone ID

Zone Description - Zone Description

System Description - Describes Monitoring

Area - Area Description

Data Responsibility

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

Need Help?

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