Documentation

Alarm.com

Requires. Interactive Services Providers with View/Modify permissions.

The Alarm.com integration connects SecurityTrax to your Alarm.com partner portal for device management, customer onboarding, lead import, and service scheduling.

Prerequisites

Setup steps

  1. Navigate to Admin > Catalogs > Interactive Services Providers.
  2. Click on your Alarm.com provider (or create one).
  3. Enter your partner portal Username and Password.
  4. Click Save to connect. After connecting, additional configuration options appear.
  5. If two-factor authentication is required, complete the 2FA verification — the Device ID is stored automatically.
  6. Configure lead import mappings, tech assignments, and feature toggles as needed.

Configuration sections

Connection

Field Description
Enabled Master toggle for the Alarm.com integration.
Environment Production or test. Use test when validating integration.
Cache Enabled Cache API responses for performance. Disable only for troubleshooting.
Username / Password Your Alarm.com partner portal credentials.
Two-Factor Device ID Stored after 2FA verification.
Default Branch ID Branch for new accounts. Found in partner portal settings.

Lead Import

Map Alarm.com lead sources to SecurityTrax sources and source campaigns:

  • Referral Partner — leads from referral partners.
  • Dealer Branded Website — leads from your Alarm.com-hosted website.
  • Self-Created — leads created directly in Alarm.com.
  • Refer a Friend — leads from the refer-a-friend program.

Service & Upsell Tickets

  • Enable Service Tickets — sync service requests from Alarm.com.
  • Service Tickets Sent To — default technician for service appointments.
  • Enable Upsell Tickets — sync upsell opportunities.
  • Upsell Tickets Sent To — default technician for upsell appointments.

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