Integrations

Reach integrates with other popular online services that you already use!

Google Calendar

In Reach's Calendar, all of your real estate Events can be seen in one place. For people that are already using a calendar app (e.g. iCal), it would be nice if all of their Reach events can be seen there as well. Reach provides this functionality by integrating with Google Calendar.

Reach allows you to configure a single Google Calendar to sync with. This means that any Events that are created in Reach are automatically created in Google Calendar and any events created in the Google Calendar are automatically created in Reach the next time you refresh the application. Any updates to events are also synced as well.

Any time an update happens in Google Calendar, Reach must be refreshed in order to sync the latest changes unless "Google Calendar Offline Syncing" is enabled.

How Syncing Works

Whenever Reach is launched (or refreshed), it syncs with the user's configured Google Calendar. Only events that have an end time in the future will be synced. Syncing is a 2-step process:

  1. Any new Google events will cause the creation of a new Reach event; any updated Google events will update the linked Reach event.
  2. Reach will create in Google Calendar any events that exist in Reach but not exist in Google Calendar.

Configuration

Using a New Calendar (recommended)

We recommend using a new Google Calendar for your Reach configuration. Once signed in to Reach, follow the steps below:

  1. In the sidebar, click on Settings
  2. Click on Integrations
  3. Under Google Calendar click Create New
  4. Specify a Title for your new calendar and click Create Google Calendar
  5. Click Save

Changing the Google Calendar will initiate a sync. Give it a moment and then in Google Calendar (or your preferred calendar app) check that your Reach calendar is appearing.

If you are using a calendar app, make sure you are signed in to the same Google account as the Google account you have used to sign in to Reach.

Using an Existing Calendar

You can also configure Reach to use an existing Google Calendar. Once signed in to Reach, follow the steps below:

  1. In the sidebar, click on Settings
  2. Click on Integrations
  3. Under Google Calendar click the Calendar dropdown menu
  4. Select your Google Calendar
  5. Click Save
  6. Read and understand the prompt and click OK

IMPORTANT: Choosing an existing Google Calendar means that any events in the Google Calendar that end in the future will be synced with Reach. For example, if you select your personal Google Calendar, Reach will create its own copy of all of your personal events (i.e. "Pick up kids from soccer" will end up as an Event in Reach).

Changing the Google Calendar will initiate a sync. Check in the Reach Calendar to ensure your Google events have been brought in. Secondly, in Google Calendar (or your preferred calendar app) check that your calendar has synced and your Reach events are appearing.

Google Calendar Offline Syncing

This feature is in BETA

Enabling Offline Syncing means that you give Reach the ability to read and update your Google Calendar events on your behalf. There are a couple of scenarios that greatly benefit from this:

Real-time Google Syncing

Currently, if an event from your Reach Google Calendar is modified in some way (created, edited, deleted), then you must refresh Reach in order to sync those changes and see the changes in Reach.

With Google Calendar Offline Syncing enabled, as soon as the event is modified in Google, the event is synced with Reach within seconds behind the scenes without the need to refresh Reach. This means that your teammates (and you) have the most up-to-date information available.

Restricting Google Calendar Access

Currently, when working with a teammate that has read, update, or create access to your Reach Events, we recommend that you provide similar permissions to that user for your Reach Google Calendar so that Reach and Google can stay up to date. However, you may not wish to give your teammate full read / write access to your entire Google Calendar.

With Google Calendar Offline Syncing enabled, you do not need to give your teammates direct access to your Google Calendar at all. Any modifications that they make to your events (you can control the teammates permissions in Settings > My Team) gets synced with Google by Reach.

Dropbox

Reach integrates with Dropbox to give easy and quick access to your Listings' documents. Each Listing in Reach can be assigned a Dropbox folder; any documents in that Dropbox folder are listed when viewing a Listing. Simply click on a document to view it or click on the Dropbox folder link to open the folder in Dropbox.

Setup

Reach requires access to your Dropbox content on your behalf. You need to provide Reach an access token to accomplish this.

  1. Go to https://www.dropbox.com/developers/apps/create (sign in if necessary)
  2. Under Choose an API, select "Scoped Access"
  3. Under Choose the type of access you need, select "Full Dropbox"
  4. Name your app and click Create App
  5. Now that you have created your app, click on the Permissions tab at the top
  6. Set the following permissions:
  • files.metadata.read
  • files.content.read
  • files.content.write Highly recommended - only required for creating Dropbox folders from Reach
  • sharing.read
  • sharing.write Highly recommended - required for providing your Reach team members a read-only sharing link
  1. Scroll to the top and click on the Settings tab
  2. Find the OAuth 2 section
  3. Set the Access Token Expiration to "No expiration"
  4. Click on Generate and copy the access token that appears

Any time that the Permissions changes, you need to go back to the Settings page and regenerate a token. Visit https://www.dropbox.com/developers/apps to view all of your Dropbox apps and select the app you created for Reach

Now let's put that token into Reach

  1. Open Reach and in the sidebar,click on Settings
  2. Click on Integrations
  3. Put the access token you copied from Dropbox into the Dropbox Access Token field
  4. Click Save

Auto Create Dropbox Folders

If you do not enable auto-creation, Reach will prompt upon the creation of a Listing whether you want to create a new Dropbox folder. In either case, the creation of Dropbox folders from Reach requires the "files.content-write" scope

Reach can optionally create a new Dropbox folder for each new Listing. A folder with the address of the Listing will be created in the designated root folder. You can change the root folder in your Reach settings.

  1. In the sidebar, click on Settings
  2. Click on Integrations
  3. In the Dropbox section, click on Change Folder
  4. Navigate to the folder you wish all new Listing folders to be created under
  5. Click on the folder name
  6. Click Select
  7. Click Save

Any new Listings will now automatically create a new Dropbox folder for all your Listing-related documents!

Mailchimp

Reach allows you to periodically sync your Contacts with one of your Mailchimp Audiences. When the sync process is initiated, any Contacts whose emails are not found in the selected Mailchimp Audience are added to your Mailchimp Audience.

Get a Mailchimp API Key

Reach requires access to your Mailchimp account on your behalf. You need to provide Reach an API key to accomplish this.

  1. Log in to your Mailchimp account
  2. Navigate to your Profile (click in the circle in the bottom left corner and select Profile from the menu)
  3. Click on the header labeled Extras and select API Keys
  4. Scroll down to Your Api Keys
  5. Click on Create A Key to create a new API key
  6. Copy your newly created API Key

Default Configuration

Syncing your Contacts requires your Mailchimp API key. You can either enter the API key each time you sync, or you can store it in Reach so that you don't have to manually enter it every time. Continue the instructions below to store your Mailchimp API key in Reach.

  1. In the sidebar, click on Settings
  2. Click on Integrations
  3. Put the API Key you copied from Mailchimp into the Mailchimp Default API Key field
  4. Click on the Default Audience field to select an Audience (you may need to wait a few seconds for options to appear)
  5. Select the Audience you wish to sync your Reach Contacts with
  6. Click Save

Syncing Contacts

To sync your Contacts with Mailchimp, follow the instructions on the Sync with Mailchimp page

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