Introduction
Welcome to the Integration Setup Guide for connecting your kvCore account with the Flowcode platform. This guide will walk you through the steps needed to establish a connection between kvCore and our platform, allowing you to automatically send contact information collected from our Conversion Flows directly to your kvCore CRM.
Prerequisites
Before you begin the integration process, please ensure you have the following:
An active kvCore account with administrative privileges
Your Flowcode login credentials
Step 1: Configure kvCore Integration in a Flowcode Workspace
Login to Flowcode:
Login to your Flowcode account and navigate to the Workspace where you need to set up the integration.
Add the kvCore integration to the Workspace:
Navigate to Manage > Integrations (bottom left navigation)
Click on the kvCore integration tile
Click “Connect App”
Authenticate and Connect to your kvCore Account:
Click “Connect” on the right-hand side of the kvCore box below “Connect your account”
Enter your kvCore API Key and any other required credentials
Click “Next” at the bottom of the screen in your Flowcode tab
Configure Field Mapping:
Click “Next” at the bottom of the screen
Dropdowns for all fields (standard and custom) on the Conversion Flows that you created will appear
Adjust mappings for the fields to the desired field in kvCore
The fields available for mapping will automatically be pulled from your kvCore Contacts table
Click “Next” at the bottom of the screen
Select Sync Frequency:
Select an option for the sync frequency (e.g. every 30 minutes)
Click “Save” or “Save & Sync Now”
Step 2: Verify the Integration
Submit a test contact:
Scan the code for one of your Conversion Flows
Fill out the form experience and submit the information
Sync Integration:
Navigate to Manage > Integrations (bottom left navigation)
Click “Sync Now” on the kvCore integration tile
Check Data Flow:
Click on the ellipsis to the right of “Sync Now” and navigate to Sync Logs to monitor sync status and logs
Check in your kvCore account to verify that the expected Contacts are appearing after syncing
Frequently Asked Questions (FAQs)
Q1: What is the purpose of the kvCore integration?
A1: The kvCore integration allows you to seamlessly transfer contact information collected through your Conversion Flows directly into your kvCore CRM. This enhances data management, streamlines your lead management process, and enables more effective organization of your real estate leads.
Q2: What are the prerequisites for integrating kvCore with our platform?
A2: You need an active kvCore account with administrative rights and a valid account on the Flowcode platform.
Q3: Which kvCore packages are supported by this integration?
A3: Our integration supports all kvCore packages. However, it is recommended to check if your kvCore package includes API access or consult with kvCore support for further clarification.
Q4: How do I find my kvCore API credentials?
A4: kvCore API credentials can typically be obtained by contacting kvCore support or accessing your kvCore dashboard where API settings are available. You will need to note down the API Key provided.
Q5: Can I customize the fields that are mapped to kvCore?
A5: No, you cannot customize the form fields mapped between our platform and kvCore because kvCore does not support creating custom fields. The fields mapped by default are First Name, Last Name, Email, Phone Number.
Troubleshooting Common Issues
Problem 1: Unable to establish a connection between the platform and kvCore.
Solution:
Ensure that you have entered your kvCore API Key correctly in the integration setup.
Verify that your kvCore account has the necessary permissions and API access enabled.
Check for any typos or spaces in your API Key.
Problem 2: Data is not syncing correctly to kvCore.
Solution:
Review the data mapping settings in the integration configuration to ensure the correct fields are linked.
Check if any required fields in kvCore are missing values when data is sent from our platform.
Ensure that there are no network or firewall issues blocking the sync process.
Check sync logs to ensure successful runs. If they were not successful, the logs will include a list of errors on failed records during sync time.
Problem 3: Receiving error messages about API limits.
Solution:
kvCore imposes API limits which can be exceeded with high data volumes. Consider optimizing the frequency of data transfers or contact kvCore support to discuss increasing your API limit.
Monitor your API usage in kvCore to manage and plan data sync activities better.
Flowcode uses batch processing to sync data efficiently, minimizing the API calls required to run syncs.
Problem 4: Changes in the platform are not reflected in kvCore.
Solution:
Check if the recent changes fall within the sync interval. Some integrations sync data at set intervals, so immediate changes may not appear until the next sync.
Check sync logs to ensure successful runs. If they were not successful, the logs will include a list of errors on failed records during sync time.
Support
If you encounter any issues or have questions, please contact our support team at [email protected]. We are here to help ensure your integration process is smooth and efficient.
Conclusion
Congratulations on successfully configuring the kvCore integration with our platform! You are now ready to streamline the transfer of contact information and IDs directly into your kvCore CRM, enhancing your data management capabilities.