This process will sync GreatAmerica Contracts & Lease information directly into eAutomate, using ID91 & ID815 processes.
We see lots of data entry issues on contracts, missing billing groups, an extra zero in overage rates, contracts taking weeks to setup and supplies shipped and not linked. Automate it and fix all this, then use ID45 to see what you are still doing manually. ID45 will also tell you what that data entry labor is costing you and what the GAL sync is saving you.
ID91 authorizes us to get your funding data from GAL daily and push it to our Juice tables on your server, ID815 can use that data to create contracts and leases in eAutomate.
We are open to working with other leasing companies however GAL appears to be years ahead.
Currently the process is being built to have ID815 to create new contracts and leases because we already have the lease reconciliation app (ID667). We “could” update existing leases (not contracts) if you are ok with us making changes no one reviews (deleting equipment from a lease , etc).
The ID815 process will look to see if that exact lease number exists before creating it. It will need to match EXACTLY to what GAL has for the lease number in order to be recognized as the same and not create a duplicate.
Client needs to obtain the API key from GreatAmerica —
Contact them at integrations@greatamerica.com to receive your unique dealer key.
Log in to the CEOJuice website at www.ceojuice.com, go to the PROFILE tab — Note: This requires an Admin Security role on the CEOJuice website.
Select "Integrations" from the profile menu.
Select "Great America" under Integrations.
Enter the Dealer Key and save
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