Sync KW Command and Sierra Interactive
This guide walks you through setting up the connection via API Nation to keep your database clean and current.
This integration is designed for KW Rainmaker accounts and uses a third-party platform called API Nation (paid) to connect the two systems.
Table of Contents
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Why This Feature Matters
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Step-by-Step Instructions
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Best Practices for a Smooth Integration
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Troubleshooting Common Issues and FAQ's
Why This Feature Matters
Managing leads across multiple platforms is a major time sink. Agents often find themselves manually entering the same contact information into their KW Command account and their Sierra Interactive CRM. This repetitive work not only takes time away from selling but also introduces the risk of human error, leading to missed follow-ups and inconsistent client data.
Our integration with KW Command solves this problem by creating an automated bridge between the two systems. By connecting them via API Nation, you empower your business to:
- Eliminate Manual Data Entry: Automatically sync new leads and contact updates from Sierra to KW Command (and vice versa), saving you hours of administrative work each week.
- Improve Speed to Lead: When a new lead is captured in Sierra, it appears in KW Command moments later, allowing you to engage leads quickly.
Step-by-Step Instructions
1. Find the Integration in the KW Marketplace
First, log into your KW Command account and navigate to the KW Marketplace. In the search bar, type "Sierra Interactive" to find the integration. Once you locate it, click on the app to proceed. If this is your first time using an API Nation sync, you can start a free trial.
2. Launch API Nation and Connect Sierra Interactive
After you select the integration from the Marketplace, you'll be automatically redirected to API Nation. If you don’t have an account, you'll be prompted to create one. From the list of available apps, choose Sierra Interactive.
You will need to enter your Sierra API Key to authorize the connection. You can find this key in your Sierra account by navigating to:
Settings (Gear Icon) > Integrations > Direct API.
3. Connect Your KW Command Account
Next, select KW Command (Rainmaker) as the second app you want to connect. API Nation will prompt you to log in with your KW credentials to authorize access.
4. Configure Your Synchronization Rules
This is where you tell the systems how to behave. You can choose whether the data syncs one-way (e.g., only from Sierra to KW) or bi-directionally (data flows both ways). It's also a good idea to review the field mapping options to ensure information like names, emails, and phone numbers populate the correct fields in both systems.
5. Activate the Sync
Once your settings are configured just the way you like, click the Start Sync button. Your leads and contacts will now begin syncing automatically between Sierra Interactive and KW Command.
Best Practices for a Smooth Integration
- Start with a One-Way Sync: To avoid accidental data conflicts, begin with a one-way sync from your primary system (where your data is cleanest) to the other. You can switch to a bi-directional sync later once you're confident in the field mapping.
- Clean Your Data Before Connecting: Before you activate the sync, take a few moments to merge duplicate contacts and remove outdated information in both platforms. A clean start prevents future headaches.
- Establish a Team Workflow: Ensure your team knows which platform to use for specific tasks. For example, all new leads should be added in Sierra, while transaction management happens in KW Command. This clarity prevents confusion and keeps data organized.
Troubleshooting Common Issues
- Contacts aren't syncing? Double-check that your Sierra API key is correct and that both apps show a "Connected" status in your API Nation dashboard. Sometimes, simply reconnecting the apps will resolve the issue.
- I'm seeing duplicate contacts. This usually happens with a bi-directional sync. Review your sync rules in API Nation to see how the systems are set to handle existing contacts. You may need to pause the sync, merge the duplicates manually, and then restart it.
- A contact's information is incorrect in one system. Check the field mappings in API Nation. For example, you might have a "Mobile Phone" field in Sierra mapped to a "Work Phone" field in KW Command. Adjusting the mapping will ensure the right data goes to the right place.
Frequently Asked Questions
- Is this integration available for all KW users? No, this specific integration via the KW Marketplace is intended for Rainmaker accounts.
- Where do I find my Sierra API key? In your Sierra CRM, navigate to the Gear Icon > Integrations > Direct API. You can copy your key from that page.
- Does this integration cost money? API Nation, the platform that powers the sync, typically offers a free trial. After the trial, it becomes a monthly subscription with pricing based on the number of contacts you sync.