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How To Set Up an AccuLynx Integration

Connect AccuLynx to GlassHouse to automatically sync customers, upcoming jobs, and new customer data every 2 hours.

💡 What It Is

The AccuLynx integration connects your AccuLynx account to GlassHouse, automatically syncing customer records and upcoming jobs while helping streamline lead management between both platforms. Leads moved to Needs Attention in GlassHouse are automatically created as contacts in AccuLynx.

⚙️ How To Connect

Generate an API Key in AccuLynx

  1. Sign in to your AccuLynx account.

  2. Navigate to Marketplace → App Connections → API Keys.

  3. Select Generate New API Key.

  4. Copy the API Key and keep it available for the next step.

Open Integrations in GlassHouse

  1. Log in to GlassHouse.

  2. Navigate to Settings → Integrations.

  3. Select AccuLynx.

Connect Your Account

  1. Paste your API Key into the required field.

  2. Click Connect.

  3. GlassHouse will automatically validate your credentials.

Run Your First Sync

  1. Click Sync to begin importing your data.

  2. Allow a few minutes for the initial sync to complete.

  3. Verify your customer records and upcoming jobs appear in GlassHouse.

🙋 FAQs

Question Answer
What data is synced? Customer records and upcoming jobs are synced from AccuLynx into GlassHouse. Leads moved to Needs Attention in GlassHouse are automatically created as contacts in AccuLynx.
Do I need to generate a new API Key? Yes. An active AccuLynx API Key is required to connect the integration.
What happens if my API Key changes? You'll need to update the integration in GlassHouse using the new API Key.
Can I import historical records? Yes. Use the Sync From Date option when available to import older records.

📌 Important Notes

Note Details
  Automatic                      Syncing   After the initial connection, GlassHouse automatically syncs new    and updated customer data every 2 hours.
API Key Required An AccuLynx API Key is required to connect the integration.
Credential Validation Credentials are verified during setup to ensure a successful connection.
Initial Sync Time Larger accounts may take longer to complete the first sync.
Lead Sync Leads moved to Needs Attention in GlassHouse are automatically created as contacts in AccuLynx.
Future Syncs Once connected, GlassHouse will continue syncing data automatically.
Sync From Date Use the Sync From Date option to import historical records when available.

🛠️ Troubleshooting

Issue Possible Cause Resolution
Unable to connect Invalid API Key Generate a new API Key in AccuLynx and reconnect.
No records appear after syncing Initial sync is still processing Allow additional time for the initial sync to complete.
Leads aren't appearing in AccuLynx The lead has not been moved to Needs Attention Move the lead to Needs Attention in GlassHouse and allow a few moments for the contact to sync.
Sync fails API Key has been revoked or expired Generate a new API Key and reconnect the integration.