A Seamless Guide to Integrating Ascora with LANA

Introduction: Integrating Ascora with LANA streamlines your workflow, ensuring a seamless communication process between the two platforms. This guide walks you through the step-by-step process, from client subaccount preparation to finalizing the integration.

Preparation before Integration:

1. Navigate to LANA Agency View: Go to the LANA Agency view and search for the client subaccount name.
   
   

2. Manage Client: Click "Manage Client," then go to Actions and hit "Load Snapshot."

3. Select LANA and Ascora: Proceed by searching for LANA and Ascora, then click "Proceed" and follow the prompts. In "Step 2," ensure to select all, and in "Step 3," review for conflicts before uploading the snapshot.
   
   

4. Snapshot Confirmation: After uploading the snapshot, draft all workflows to prevent client messages during the integration setup.
   

Connecting Ascora to LANA:

1. Access Ascora Account: Log in to the Ascora account using the provided details from the LANA Dee Why subaccount.
   
   

2. Generate API Key: Hover over "Administration," click "API Settings," and generate the API key. Note it down for future use.

3. Subscription Setup: Visit https://subscription.lana.software/, search for the client's subaccount, and find "Ascora Details." Paste the Ascora API key, click "Update," and sync custom fields from LANA.

4. Set Job Customer Type: Set the Job Customer Type to "siteCustomer" unless explicitly requested otherwise by the client. Click "Update."

5. Webhook Integration: Retrieve the webhook from the subscription setup page. In LANA Subaccount, go to Automation, find the LANA to Ascora workflow, and replace the webhook URL with the one from the subscription setup page.

6. Test the Integration: Trigger a lead into the LANA to Ascora workflow to ensure the integration works seamlessly.

Workflow Setup:

• Set up workflows similar to the simPRO integration. LANA receives lead status changes from Ascora and adds corresponding tags:
  • ascora_new_job
  • ascora_job_inprogress
  • ascora_job_completed
  • ascora_job_cancelled
  • ascora_job_deferred
  • ascora_job_booked
  • ascora_job_unscheduled
  • ascora_job_readytoinvoice
  • ascora_job_closed
• For now, maintain automation for job completion. Adjust as needed based on further communication.
  
  

Finalizing the Integration:

1. Workflow Validation: Confirm all workflows are turned on and correctly mapped to the designated pipeline stage.

2. Tagging Verification: Ensure all workflows have the correct tagging as outlined in the guide.
   
   

Conclusion: Congratulations! Your Ascora and LANA integration is now set up for efficient communication and workflow management. Regularly review and update the integration based on evolving requirements. If you have any questions or need further clarification, consult with the relevant team members.