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
- An Alarm.com partner portal account.
- Partner portal username and password.
Setup steps
- Navigate to Admin > Catalogs > Interactive Services Providers.
- Click on your Alarm.com provider (or create one).
- Enter your partner portal Username and Password.
- Click Save to connect. After connecting, additional configuration options appear.
- If two-factor authentication is required, complete the 2FA verification — the Device ID is stored automatically.
- 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.
Importing customers and users
Once the integration is connected, SecurityTrax can bulk-import your existing Alarm.com customers and Alarm.com logins (users) into SecurityTrax. Both tools are step-by-step wizards: you narrow down what to import, choose how the new records are created, and start the import.
Requires. Monitoring Companies - Full Control.
Heads up. The import tools only appear after the integration is Enabled and successfully connected to Alarm.com. If you don't see them, finish entering and saving valid credentials first (complete 2FA if prompted).
Find them on the Alarm.com provider page under the Alarm.com Import Tools heading, with two buttons: Import Customers and Import Users.
Note. Imports run in the background. After you start one, you can safely close the confirmation window (Close, the ✕, or clicking away) — the import keeps running and the imported records appear in SecurityTrax within a few minutes.
Import customers
Click Import Customers to open the wizard.
- Getting Started — a short description of what the tool does. Click Next.
- Filter Options — narrow which Alarm.com customers are pulled in. Leave everything blank to import them all.
- Import Options — choose how the imported customers are created in SecurityTrax.
- Summary — confirmation that the import has started.
Filter Options
The Filter Options step narrows which Alarm.com customers get pulled in. The filters are criteria, not a live search — you enter the values you want to match, and only customers matching all of the filters you set are imported. Leave a filter blank to ignore it; leave every filter blank to import all customers.
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Customer IDs | No | Text | Comma-separated numbers | The Alarm.com customer IDs to import. Type the IDs you want (e.g. 1024, 1025, 1030). Leave blank to import all customers. |
| Joined On or After | No | Date | — | Import only customers who joined Alarm.com on or after this date. Leave blank for no date limit. |
| Sub-Dealers | No | Multi-select | — | Limit the import to specific Alarm.com sub-dealer branches. Options are loaded from your Alarm.com account. |
Import Options
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Office Location | Yes | Select | An active office location | The office location assigned to every imported customer. |
| Customer Tag(s) | No | Multi-select | — | Tags applied to every imported customer. |
| Set Default Rep | No | Checkbox | — | Turn on to assign a sales rep to every imported customer. |
| Default Rep | Conditional | Select | — | Only shown when Set Default Rep is on. The rep assigned to every imported customer. |
| Update existing customers | No | Checkbox | — | When a customer already exists in SecurityTrax, update and re-link it instead of skipping it. Leave off to skip customers that already exist. |
Import users
Click Import Users to open the wizard. It follows the same four steps: Getting Started → Filter Options → Import Options → Summary.
Heads up. Alarm.com managing (parent) dealer accounts cannot import users — Alarm.com does not expose user lists for managing dealers, because the users belong to the individual sub-dealer accounts. The wizard shows a warning and disables the import when this applies. Customer imports are not affected.
Filter Options
As with the customer import, these are matching criteria — only users matching all the filters you set are imported. Leave a filter blank to ignore it; leave every filter blank to import all users.
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Support IDs | No | Text | Comma-separated numbers | The Alarm.com support IDs to import. Leave blank to import all users. |
| Roles | No | Multi-select | — | Limit the import to specific Alarm.com roles. Options are loaded from your Alarm.com account. |
| Sub-Dealers | No | Multi-select | — | Limit the import to users in specific Alarm.com sub-dealer branches. Options are loaded from your Alarm.com account. |
Import Options
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Active | No | Checkbox | — | Create the imported users as active. |
| Can Login | No | Checkbox | — | Allow the imported users to log in to SecurityTrax. Newly created users who can log in are emailed their username and password. |
| Enable email reminders | No | Checkbox | — | Turn on email reminders for the imported users. |
| Restore sessions | No | Checkbox | — | Enable session restore for the imported users. |
| Enable user cards | No | Checkbox | — | Enable user cards for the imported users. |
| Employee directory access | No | Checkbox | — | Give the imported users access to the employee directory. |
| Include in employee directory | No | Checkbox | — | List the imported users in the employee directory. |
| Permission Group | Yes | Select | A valid permission group | The permission group assigned to every imported user. |
| User Tag(s) | No | Multi-select | — | Tags applied to every imported user. |
| Update existing users | No | Checkbox | — | When a user already exists in SecurityTrax, update and re-link it instead of skipping it. Leave off to skip users that already exist. |
Why some records don't import
After every import, SecurityTrax emails an import log to the person who started it (and posts an in-app "imported successfully" notification). The log lists how many records were imported, how many duplicates were skipped, and how many errored. If some records didn't come in, check that log first — it usually explains why. Records are intentionally skipped when:
- They already exist in SecurityTrax. By default, existing customers/users are skipped so the import never creates duplicates. Turn on Update existing customers / Update existing users if you want existing records updated and re-linked to Alarm.com instead.
- They're demo accounts. Alarm.com demo customers are always skipped.
- They don't match your filters. Anything excluded by the Filter Options step is skipped.
A small number may also error (for example, missing required data on the Alarm.com side) — those are counted and listed in the emailed log so you can follow up.
Related
- Alarm.com Dealer Resources — partner portal help.
- Interactive Services Providers — the ISP catalog.
- Integrations overview — the hub page listing all integrations.