RETR Integration Setup & User Guide

Prerequisites

Note that RETR is not connected on a company level, so each individual Jungo account must be connected separately

Connect Jungo to RETR

1. In Jungo, click your avatar in the top right corner and select Settings
2. Navigate to Advanced User Details
3. Scroll down to the RETR section
4. Locate the Business Account ID field (it will prompt you to fill it out)
5. To find the Business Account ID:
   • Navigate to the Business Account in Jungo where you will store RETR contacts
   • On the account page, locate the Account ID field
   • Copy the Account ID number
6. Paste the Account ID into the Business Account ID field in Advanced User Details
7. Select Save
   • The RETR Webhook will automatically appear in the Advanced User Details

Connect RETR to Jungo

1. Log in to your RETR account
2. Click your name in the top right corner to open the access menu
3. Select Integrations
4. In the Integrations page, select Jungo from the dropdown menu
5. The Webhook ID fields will appear
6. Copy the RETR Webhook from Jungo (found in Advanced User Details)
7. Paste the Webhook into both fields in RETR:
   • Agent Contact Data
   • LO Contact Data
8. In the Jungo Login Email field, enter the email address you use to log in to Jungo
9. Select Save
   • A confirmation message will appear: “Integration has been updated”
     

Push a Contact from RETR to Jungo

1. In RETR, select Find Agents and then By Sales Area
2. Select By Zip Code
3. Enter the zip code and timeframe to populate a list of search results
4. Select the contact (e.g., Greg Newman) from the list to open their profile
5. In the contact profile, select Push to CRM in the bottom left corner
6. In the new window:
   • Confirm Jungo is selected as the destination
   • Note the number of export credits available
7. Select Push to Jungo
   • A confirmation message will appear: “Data successfully sent”

Verify the Contact in Jungo

1. Return to Jungo and navigate to the Contacts tab
2. Use the search bar to find the contact by name
3. Select the contact to open their profile
   • The contact profile will display the information pushed from RETR
   • Note: The push from RETR to Jungo is instantaneous, but you may need to refresh the page in Jungo for the name to appear in search results

How to Perform a Mass Push from RETR to Jungo and Use Contact Tags

1. Access Saved Lists in RETR

• Go to the Real Estate option at the top of the RETR interface.
• Select Saved Lists from the menu.

2. Create or Add to a Saved List

• In the Saved Lists page, you can:
  • Add contacts to an existing list (e.g., “California Agents” or “Top Five”).
  • Create a new list by selecting the option in the top left-hand corner.
• To add a contact to a saved list:
  1. Navigate to the contact’s profile page.
  2. Go to the bottom left-hand corner of the profile.
  3. Select Add to Saved List.
     • You can either:
       • Check the box to add them to an existing list (e.g., “Top Five”).
       • Click the downward arrow on the right-hand side to:
         • Select an existing list.
         • Create a new list.
         • Manage existing lists (this will redirect you to the Saved Lists page).

3. Assign Tags to the List

• Once your list is created and contacts are added:
  1. Use the Tags option at the top of the list to assign keywords.
  2. These tags will help you filter contacts in Jungo later.
  3. After adding keywords, select Update.

4. Perform the Mass Push to Jungo

• When ready to push the list to Jungo:
  1. Select Export All at the top of the list.
  2. In the new window, choose Push to Jungo.
  3. If successful, a confirmation message will appear.
  4. Select Close and return to your Jungo account.

5. Verify Contacts in Jungo

• In Jungo:
  1. Navigate to the Contacts page.
  2. Recommended: Create a custom list view for RETR contacts using the following filters:
     • Filter by Owner: All Contacts
     • Source: RETR
     • Contact Record Type: Business Contact
     • Tags: Use the tags you created in RETR (e.g., filter by the “Tags” field with the operator Contains and the value matching your RETR tag).
  3. Save the list view to easily access RETR contacts in the future.

RETR Custom Field & Integration Mapping

1. Review Current Field Mappings in Jungo

To access the current integration mappings in Jungo:

1. Click the App Launcher in the top left-hand corner of your Jungo screen.
2. Type “Integration” in the search bar.
3. Select Jungo Integration Mappings and then choose All to view the full list of mappings.

2. Access RETR Field Mappings

To view the data fields available in RETR:

1. Log in to your RETR account.
2. Click your name in the top right-hand corner and select Integrations.
3. Access the Developer Knowledge Base in the bottom right-hand corner.
4. Open the Data Specification Agent page.
5. Scroll down to the JSON list to see all fields currently being pushed from RETR to Jungo (e.g., first name, last name, nickname, loan count, phone, email, and other loan-related fields).

3. Create a Custom Field in Jungo for RETR Profile URLs

To store RETR profile URLs in Jungo:

1. In Jungo, go to the Setup Menu.
2. Select Object Manager.
3. Search for the Contact Object in the quick find and select it.
4. Click Fields and Relationships, then select New in the top right-hand corner.
5. Choose the Text field type and click Next.
6. Name the field (e.g., “RETR Profile URL”) and set the length to 255 characters.
7. Click Next, then Save to add the field to all contact layouts in Jungo.

4. Create a Custom Field Mapping in Jungo

To map the RETR profile URL to the new custom field in Jungo:

1. Return to the Jungo Integration Mappings list.
2. Click New in the top right-hand corner to create a new mapping.
3. Name the integration mapping (e.g., “RETR Profile URL Mapping”).
4. For the RETR Field, copy and paste the RETR Profile URL from the JSON list you viewed earlier.
5. For the Salesforce Field, navigate back to Fields and Relationships in the Object Manager, find the custom field you created (e.g., “RETR Profile URL”), and copy its name.
6. Paste the custom field name into the Salesforce Field section.
7. For the RETR Object, select Agent (or Loan Officer if applicable).
8. For the Jungo Integration Field, select RETR.
9. Click Save to finalize the mapping.

5. Test the Integration

To verify the mapping works:

1. In RETR, go to the Real Estate menu and select By Sales Area.
2. Choose By Zip Code, enter your zip code and timeframe, then select Show Rankings.
3. Select an agent from the list and open their profile.
4. Click Push to CRM in the bottom left-hand corner, then select Push to Jungo in the new window.
5. Once the push is confirmed, return to Jungo and search for the agent in the top search bar.
6. Open the agent’s profile and verify that the RETR Profile URL field now contains the direct link to their RETR profile.
7. Copy and paste the URL into your browser to confirm it redirects to the correct RETR profile.

6. Add a Mapping for Loan Officers (Optional)

If you also want to map Loan Officer profile URLs:

1. Return to the Jungo Integration Mappings list.
2. Find the existing mapping for the RETR Profile URL (for agents).
3. Click the downward arrow next to it and select Edit.
4. Update the name to specify it is for Agents (e.g., “RETR Profile URL – Agent”).
5. Click Save.
6. Return to the Jungo Integration Mappings list, click the downward arrow next to the agent mapping, and select Clone.
7. Update the name to reflect Loan Officer (e.g., “RETR Profile URL – Loan Officer”).
8. Change the RETR Object from Agent to Loan Officer.
9. Click Save to create the new mapping.

7. Push Loan Officer Profiles to Jungo

1. In RETR, search for Loan Officers in your area.
2. Select a loan officer and push their profile to Jungo using the same steps as above.
3. Verify the RETR Profile URL appears in their Jungo contact record.

Troubleshooting Errors in RETR Pushes

1. Identifying Errors in Jungo

When pushing contacts from RETR to Jungo, you may encounter error messages such as:

• “The data pushed to your CRM was unsuccessful. Please try again later.”

To troubleshoot:

1. In Jungo, navigate to the Task Tab.
2. Create a new list view called “RETR Errors” with the following filters:
   • Filter by Owner: My Tasks
   • Subject Contains: Error
3. These errors are not linked to contacts and appear as standalone tasks in Jungo.

2. Analyzing Error Details

1. Open an error from the RETR Errors list view.
2. Under Task Information, check the Comments field for details.
   • Example error: “Unexpected error: Illegal assignment from string to Boolean.”
     • This indicates a text field is being pushed to a checkbox field in Jungo.

3. Fixing Field Mapping Errors

1. To resolve the issue:
   • Click the App Launcher (nine dots) in the top left-hand corner of Jungo.
   • Search for “Integrations” and select Jungo Integration Mappings.
   • Open the All list view.
2. Customize the list view to include the following fields for clarity:
   • Jungo Integration
   • RETR Field
   • Salesforce Field (Jungo field)
   • RETR Object
3. Save the updated list view.
4. Locate the problematic mapping (e.g., “RETR Profile URL Test 2”).
   • Example: The RETR Profile URL (a text field) is mapped to a checkbox field in Jungo (e.g., “Tester 2 C”).
   • Solution: Delete the incorrect mapping.
5. Return to RETR and attempt the push again.

4. Handling Missing Required Fields

If you receive an error like:

• “Error asserting agent contact: Upsert failed. Required field is missing: [Test Closing Date C].”

This means a required field in Jungo is missing from the RETR data.

To fix this:

1. In Jungo, go to the Setup Menu > Object Manager.
2. Search for the Contact Object and select Fields and Relationships.
3. Use the Quick Find search to locate the problematic field (e.g., “Test Closing Date C”).
4. Open the field and click Edit.
5. Navigate to General Options and uncheck the box that makes the field required.
6. Save the changes.
7. Return to RETR and push the contact to Jungo again.
   • You should now receive a confirmation: “Data was sent successfully to Jungo.”

5. Verifying the Fix

1. After making changes, test the push again in RETR.
2. Check the Task Tab in Jungo to confirm no new errors appear in the RETR Errors list view.