ADT

Requires. Monitoring Companies - Full Control.

This page covers setting up and configuring an ADT monitoring company in SecurityTrax — including creating a test monitoring company for initial integration testing and the full set of ADT-specific configuration fields.

Setting up a test monitoring company

Before going live with ADT, create a dedicated test monitoring company to validate your integration without affecting production accounts.

1. Navigate to Admin → Monitoring Companies.
2. Click + New Monitoring Company.
3. Enter the Name — for example, ADT Testing.
4. Select ADT as the Central Station.
5. Check Pre-Check Order Enabled and set Pre-Check Execute Style to Automatic (Pre-Existing Check).
6. Click Save.
7. Contact your ADT Account Manager to request that ADT Testing credentials be applied to this newly created monitoring company.

Warning. Do not fill in the Dealer Web System User Username and Dealer Web System User Password fields with your personal ADT Dealer Web credentials — they will not work. ADT provisions a dedicated System User account for your company. Wait until your Account Manager provides the correct credentials before entering them.

Once your Account Manager has applied credentials, you can optionally set a Default Lead Source and Default Equipment Panel so that new test orders are pre-populated with consistent values.

Testing and certification

ADT requires dealers to successfully create and submit three test accounts before granting access to the production environment. The three required test accounts are:

1. A Remote account with matching equipment and a minimum $99 install amount.
2. A Residential Video Lite account with matching equipment and a minimum $99 install amount.
3. A Video & Home Automation account with matching equipment and a minimum $99 install amount.

Create each test account using the ADT order setup process. After submitting all three, email ADT API Support at apisupport@adt.com with the order ID, account name, and account number for each account.

ADT will review the submissions and either approve your company for the production environment or communicate errors that require additional submissions. Once approved, you receive production credentials to begin using the integration with live accounts.

Going live with production

After ADT approves your test submissions, create a production monitoring company using the same steps as the test setup:

1. Navigate to Admin → Monitoring Companies.
2. Click + New Monitoring Company.
3. Enter the Name — for example, ADT.
4. Select ADT as the Central Station.
5. Check Pre-Check Order Enabled and set Pre-Check Execute Style to Automatic (Pre-Existing Check).
6. Click Save.
7. Contact your ADT Account Manager to request that your production credentials be applied to this monitoring company.

Warning. Do not enter your personal ADT credentials in the username and password fields — they will not work. Wait for your Account Manager to apply the production credentials ADT provided after certification.

Optionally set a Default Lead Source and Default Equipment Panel so new customer orders are pre-populated with consistent values.

Once the production monitoring company has valid credentials, you are ready to create and submit live customer accounts.

ADT Configuration

When you select ADT as the monitor type and save, an ADT Configuration card appears below the main monitoring-company form. It contains the sections described below.

Connection Settings

Pre-Check & Behavior

Note. Customer creation only shows the ADT PreCheck section when your company has an active ADT monitoring company. If users see the section but no PreCheck runs after save, confirm that Pre-Check Order Enabled is checked for the ADT monitor they selected.

Non-System User Credentials

Default Values

These defaults are applied to all new accounts shelled with ADT through this monitoring company.

E-Contract Templates

Templates listed here become available options when creating an ADT eContract. Each row has an Identifier (the template's identifier in ADT / DocuSign) and a Name (what is displayed in SecurityTrax). Click Add Template to add a row.

Equipment Product Codes

To provision an account to ADT, you must map your SecurityTrax equipment catalog to ADT Product Codes. ADT requires certain equipment based on the selected Service Package — for example, a Pulse 1A package requires at least one keyfob, smoke detector, or carbon monoxide detector to be installed.

Each equipment item has a dropdown where you assign it to an ADT Product Code. If you want a piece of equipment to appear on the eContract for a customer's account, you must select a Product Code. Equipment left on -- is ignored by the ADT API and does not appear on the eContract. For equipment types that don't have an exact match, select Other to ensure they are still included.

This section is collapsed by default.

Equipment Panel Blacklist

This section controls which ADT panels are available when shelling an account. It is a blacklist — checked panels are removed from the list of available options. Unchecked panels remain available.

This section is collapsed by default.

Lead Source Blacklist

By default, all ADT Lead Sources are available when shelling an account. Check a lead source to remove it from the list of available options. This section is collapsed by default.

Order setup and submission

Once your ADT monitoring company is configured and credentials are in place, you can create and submit customer orders to ADT. The process has several steps:

1. Customer information

Before creating an ADT order, fill in the required customer fields:

• Contact information — email, phone number, and SSN (last 4 digits) or birthday for credit reporting.
• Sales information — a valid MMR and dealer number (required for sub-dealers).
• Contract terms — activation fee, a valid ADT monitoring plan, and a sales rep with an assigned Sales Rep Number.
• Installation details — abort code (maximum 10 characters), services marking, and an installation appointment.

2. Default billing method

Set up a default billing method on the customer's account before submitting.

Heads up. ADT does not block submissions without a billing method, but ADT will not fund an account where a billing method is not present.

3. Equipment

At least one piece of equipment is required — the equipment list cannot be blank. If the customer has a pre-existing system, select Existing in the Wiring dropdown to mark the equipment as preexisting.

4. Emergency contacts

• At least one contact must be marked Enhanced Verification (up to 10 maximum).
• Complete the guard response fee amounts for applicable areas.
• Enhanced Verification contacts receive a call before authorities are dispatched during a false alarm.

5. Create the order in the ADT integration window

Open the ADT integration window by clicking the ADT button on the customer record. This button only appears when the customer is assigned to an ADT monitoring company. Fill in the required order fields and create the order.

Heads up. The ADT integration window does not save your dropdown selections if you close the window before creating the order. Complete all selections in a single session.

If no installation appointment is scheduled, SecurityTrax auto-generates an installation date.

6. E-Contracts

After creating the order, you can generate an e-contract. Two delivery methods are available:

• Email — sends a signing link to the customer's email address.
• Embedded — uses an authentication code (SMS or recorded phone message) for on-device signing.

Both methods support adding CC recipients to receive copies of the signed contract.

Note. E-contracts cannot be created if unresolved holds exist on the ADT account. Resolve all holds before generating a contract.

7. Confirm order and submit

Select Initiate Confirm Order from the Order Status dropdown to submit the account to ADT. The status progresses through Submission in Progress and lands on either Submitted or Submission Failed.

Warning. Once an account has been submitted, you cannot cancel or update it through the ADT integration. Verify all information before submitting.

8. Verify ADT serial number and account number

After a successful submission, SecurityTrax auto-populates the Account Number, Serial MAN, and Receiver Number fields on the customer record.

Commercial accounts

Commercial accounts follow the same order setup process as residential accounts, with a few additional requirements:

• Set Account Type to Commercial on the customer record.
• Fill in the Business Name field (maximum 28 characters per ADT limits).
• Fill in the Business Contact field with a contact name.
• Select a Commercial Monitoring Plan in the sales information — commercial plans differ from residential plans.
• Verify that the Monthly Monitoring Charge aligns with the chosen plan and ADT's acceptable pricing for that package tier.

In the ADT integration window, a Credit Holder section appears when creating or updating a commercial order. This section must be completed to generate the order. The credit holder information populates the "Personal Guarantee" section of the eContract.

Commercial accounts also display different Add-On Services options in the ADT integration window compared to residential accounts. Select the appropriate add-on services before saving to create or update the order.

Funding, collections, and disposition

SecurityTrax can retrieve funding, collections, and disposition information from ADT, plus reports traditionally available only on the ADT Dealer Web (Aging, Attrition, Cancelation, Exception, and Funding reports).

Setup

Two requirements must be met:

1. Permissions — enable the following permissions for users who need access:

   • ADT - Collections Info
   • ADT - Funding Info
   • ADT - Financial (for reports)
   • ADT - Operational (for reports)

2. Non-System User credentials — on the ADT monitoring company, enter the Non-System User Username and Non-System User Password in the Non-System User Credentials section. These credentials allow SecurityTrax to log in to Dealer Web and retrieve the data.

Viewing funding and collections on a customer

In the ADT integration window on a customer record, select Funding Info or Collections Info from the ADT API dropdown. These options only appear after the customer has a Serial MAN and account number established, the customer is assigned to an ADT monitoring company, and the user has the appropriate permissions.

ADT reports

Users with the report permissions (ADT - Financial and ADT - Operational) see an ADT link in the reports navigation. Any monitoring company configured with Non-System User credentials appears as an option, providing access to reports based on those credentials.

Disposition info in notes

Users with ADT - Collections Info and/or ADT - Funding Info permissions see a button in the customer's Notes section that displays ADT disposition information.

ADT FAQ

The following answers are provided by ADT.

What is an API shell? An order that contains the full order information including customer credit, equipment, payment information, and service package. The order is no longer in Pre-Check status.

Can I call Dealer Support to check my NAPE? Yes, but you must build an API shell before calling.

Why do I have to include an upsell with my order? Per Exhibit B, all ADT bundled packages include a key fob, smoke, or carbon detector. The contract reflects which one the customer received.

Why is the name on the contract sometimes different than the name on the order? Since the credit holder must sign the contract, the customer's legal name as listed with Equifax appears on the contract.

Is proof of payment still required? Yes. The proof is part of the contract. As long as the value shown above the customer's signature meets the install revenue requirement, there will not be a PPR for missing install revenue.

Why are some sections missing information on the contract? ADT removed sensitive information from contracts to protect the consumer and streamline the audit process.

Is my active order protected under 1st Ink? Yes, as long as your active order is not in Pre-Check status, your API shell is protected.

Can I skip the contract step and shell an account number with a paper contract? No. The ADT integration requires a signed electronic contract before creating the actual account.

How do I change a contract the customer has already signed? As long as the order is not in Cancelled or Submitted status, ADT allows one amended contract to be sent to the customer for signing.

Can I create cleanup contracts through the integration? Not at this time. Following the best practices below minimizes the need for cleanup contracts.

I'm having trouble with an order — who can I contact? Contact SecurityTrax support first. If the issue is on ADT's side, reach out to your Dealer Support region.

How do I process a takeover or existing account? Make sure at least one piece of equipment on the customer is one of the required pieces for the package sold (for example, a smoke detector, glassbreak, or key fob).

ADT best practices

Leave the order in Submission Pending status until the technician is on site. This allows the technician to confirm what is being installed and gives you the option to send one amended contract if changes are needed. It also lets your admin team review the contract for errors before submission.

Before confirming the order, check that:

• The customer's signature matches the name listed at the top of the contract.
• The install revenue is not $0.00 and meets the minimum requirement for funding.

Be careful when installing Pulse level 2. Pulse 2 is separated into Home Control and Video. Make sure the equipment in the equipment section matches the Pulse 2 selection.

Related

• Monitoring Companies — creating and managing monitoring companies, account number blocks, and general configuration.
• Customer Connections (Monitoring) — where ADT monitoring companies get attached to specific customers.
• Integrations — the hub for all third-party integrations.