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Intro

SiteLink’s self-storage software helps small and large self-storage operators manage their self-storage tenants and grow profits while reducing costs. You can connect to your Sitelink account in the Data Center. This topic discusses the fields and menus that are specific to the Sitelink connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

Prerequisites

To connect to your Sitelink account and create a DataSet, you need the following:
  • Corp Code
  • Username
  • Password
This section enumerates the options in the Credentials and Details panes on the Sitelink Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Sitelink account. The following table describes what is needed for each field:

Field

Description

Corp Code Enter the corp code.
Password Enter your Sitelink password.
Username Enter your Sitelink username.
Once you have entered valid Sitelink credentials, you can use the same account at any time to create a new Sitelink DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector/Adapter Accounts.

Details Pane

Menu

Description

Report

Select the Sitelink report you want to run. The following reports are available:

Report Name Description

ACH Processor Site Current Type

ACH Processor Site Current Type returns the specified sites current ACH processor name.

CC Processor Site Current Type

CC Processor Site Current Type returns the specified sites current credit card processor name.

Charge Descriptions Retrieve

Charge Descriptions Retrieve fetches a list of all the charge description IDs for a specified site.

Charges And Payments By LedgerID

Charges And Payments By LedgerID fetches a list of all charges and payments for a given ledger ID.

Competitor Tracking List

Competitor Tracking List fetches a full list of competitor information stored in SiteLink. Each row will be a competitor rate and include the information for the associated competitor.

Customer Accounts Balance Details

Customer Accounts Balance Details retrieves a tenant’s current balance totals and payment totals for each category (merchandise, deposit, rent, insurance, recurring, late fees, and other fees).

Customer Accounts Balance Details With Prepayment

Customer Accounts Balance Details With Prepayment retrieves a tenant’s current balance totals and payment totals for each category (merchandise, deposit, rent, insurance, recurring, late fees, and other fees) and allows an input value for the number of months to prepay.

Customer Accounts Charges With Prepayment

Customer Accounts Charges With Prepayment retrieves a tenants current charges and payments. It is not grouped by charge category. This web service allows an input value for the number of months to prepay

Delivery Fee Retrieve

Delivery Fee Retrieve is used to retrieve the current delivery fee and tax rates for that delivery fee for a particular site.

Insurance Coverage Retrieve

Insurance Coverage Retrieve is used to retrieve the available insurance coverage plans for a particular site.

Keypad Zones Retrieve

Keypad Zones Retrieve fetches a list of all keypad zones for a specified location.

Ledgers By TenantID

Ledgers By TenantID retrieves all the ledgers for a given tenant

Ledger Statement By LedgerID

Ledger Statement By LedgerID retrieves the information contained in a specific ledger.

Marketing Sources Retrieve

Returns the available Marketing information for the site.

Move In Cost Retrieve

Move In Cost Retrieve retrieves the total amount that will be due to move a tenant into a specific unit on a specific date.

Move In Cost Retrieve With Discount

Move In Cost Retrieve With Discount retrieves the total amount that will be due to move a tenant into a specific unit on a specific date.

Move In Cost Retrieve With Discount 28 Day Billing

Move In Cost Retrieve With Discount 28 Day Billing retrieves the total amount that will be due to move a tenant into a specific unit on a specific date with a billing frequency of 28 days.

Move In Cost Retrieve With Discount 28 Day Billing Reservation

Move In Cost Retrieve With Discount 28Day Billing Reservation retrieves the total amount that will be due to move a tenant into a specific unit on a specific date with a billing frequency of 28 days.

Move In Cost Retrieve With Discount Reservation

Move In Cost Retrieve With Discount Reservation retrieves the total amount that will be due to move a tenant into a specific unit on a specific date.

Move In Cost Retrieve With Push Rate

Move In Cost Retrieve With Push Rate retrieves the total amount that will be due to move a tenant into a specific unit on a specific date when forcing the push rate.

Move In Cost Retrieve 28 Day Billing

Move In Cost Retrieve 28Day Billing retrieves the total amount that will be due to move a tenant into a specific unit on a specific date at a billing frequency of 28 days.

National Master Accounts Retrieve

National Master Accounts Retrieve fetches the national master account record for the specified site ID.

Paid Through Date By Ledger ID

Paid Through Date By Ledger ID retrieves the paid through date contained in a specific ledger.

Payments By LedgerID

Payments By LedgerID retrieves all payments that a given tenant has performed in the past 12 months.

Payment Settings

Payment Settings fetches the number of days past due at which online payments is disabled for tenants.

Payment Types Retrieve

Payment Types Retrieve fetches the supported credit card payment types and their IDs (VISA, AMEX, etc.).

POS Items Retrieve

POS Items Retrieve is used to retrieve information on the POS items available for a facility.

Promotions Retrieve

This method will return the available promotions.

Proration Information Retrieve

Proration Information Retrieve fetches the current proration information for a particular site.

Purchase Order Number Retrieve

Purchase Order Number Retrieve is used to fetch the purchase order number for a specified unit.

Rent Tax Rates Retrieve

Rent Tax Rates Retrieve is used to retrieve the current tax rates associated with rent for a particular site.

Reservation Billing Info By TenantID

Reservation Billing Info By TenantID is used to fetch any saved credit card information associated with a reservation record.

Reservation Fee Retrieve

Reservation Fee Retrieve is used to retrieve the current reservation fee for a particular site.

Reservation List

Reservation List is used to get all the current reservations that a pending site has.

Reservation List By TenantID

Reservation List By Tenant is used to fetch all the current reservations that a site has pending for a specific tenant.

Reservation Notes Retrieve

Reservation Notes Retrieve is used to fetch the list of all notes for a specified waiting ID.

Site Information

Site Information is used to retrieve the general information about a specific site (address, phone number, etc.).

Tenant Billing Info By TenantID

Tenant Billing Info By TenantID is used to fetch a tenant’s billing information (both Credit Card and ACH) for each of their active ledgers.

Tenant Info By TenantID

TenantByTenantID retrieves all the stored information in the tenants table for a given tenant.

Tenant List

Tenan List fetches all the tenants that match the given inputs.

Tenant Notes Retrieve

Tenant Notes Retrive fetches all notes that are available for a specified ledger ID.

Time Zones Retrieve

Time Zones Retrieve fetches a list of all time zones for a specified location.

Unit Contents Retrieve

Unit Contents Retrieve is used to retrieve the current contents of a unit based on a specific tenant’s ledger.

Units Information Available Units Only

Units Information Available Units Only is used to retrieve all of the unit information for available units only based on the last time unit information was polled.

Units Information By UnitID

Units Information By UnitID is used to retrieve all of the unit information for a specific unit with matching unit ID.

Units Information By Unit Name

Units Information By Unit Name is used to retrieve all of the unit information for a specific unit with matching unit name.

Units Information

Units Information is used to retrieve all of the unit information for a particular site based on the last time unit information was polled.

Unit Type PriceList

Uni tType PriceList is used to generate a price list for all unit types. The list will include all standard information about the unit type as well as display the first available unit for each type.
Site/Location Option Select the Site Option.
Location Code Select the Location code.
Tenants ID Select the Tenant ID.
Ledgers ID Select the Ledger ID.
Waiting ID Select the Waiting ID.
Site Information Tag Select the data tag to include in the report.
Tenant Billing Info By TenantID Tag Select the data tag to include in the report.
Concessions PlanID Select the Concession Plan ID.
Insurance Coverage ID Select the Insurance Coverage ID.
Number Of Months Prepay Select the Number Of Months Prepay.
Marketing Sources Retrieve Tag Select the data tag to include in the report.
Units ID Select the Unit ID.
Units Name Select the Unit Name.
Units Information Tag Select the data tag to include in the report.
Units Information Available Units Only Tag Select the data tag to include in the report.
Reservation Billing Info Tag Select the data tag to include in the report.
Promotions Retrieve Tag Select the data tag to include in the report.
Global Waiting Number Enter the Global Waiting Number.
Report Start Date Select the report date using relative or specific dates. Relative indicates the number of days from today or a specific date using the date selector.
Select Specific Date Select the report date using the date selector.
Days back The number of days back that you would like to get data for. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
Account Name Enter the Account Name.
Account Number Enter the Account Number.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.