Connect to Tonomo
Book Esoft products in Tonomo, upload in the Esoft Platform, and get your edited files synced back to Tonomo.
All plans
5 min read
Tonomo is an Esoft Partner Platform. With the integration, admins book Esoft services in Tonomo, photographers upload in the Esoft Platform, and the edited files sync back to Tonomo.
Before you start
Send us your Tonomo Tenant ID through the Esoft Support Portal. We activate the integration and send you an Esoft Client ID and API key.
Connect your Tonomo account
You need the admin role in Tonomo.
1
In Tonomo, go to Org Settings and select Features.
2
Scroll to Esoft and select Edit.
3
In General Settings, enter the Esoft Client ID and the API Key, check the Server Environment, then select Next.
4
In Mapping Services, choose the Esoft package for each Tonomo service, then select Save.
Each Tonomo service maps to one Esoft product. One Esoft product can be mapped to several Tonomo services.
Enter the Esoft Client ID and API key, then select Next.
When a mapped service is purchased, Tonomo creates an Esoft draft order.
Book an order (admins)
1
Select Book new order and choose the Tonomo package.
2
Enter the property address and confirm it.
3
Choose the services, schedule the appointment and submit the order form at checkout.
Upload the files (photographers)
1
In Orders Management, open Orders and find the order.
2
Select an empty area of the order to open its overview.
3
Scroll to Esoft Orders. There’s a draft order for each service. The number before Draft is the order line ID in the Esoft Platform.
4
Select the Esoft upload link next to the draft order. The Esoft Platform opens in a new tab, with the property address filled in.
5
Upload the files and submit the order.
Each service gets its own draft order, with an upload link next to it.
The order shows Adding materials, then Processing in the Esoft Platform, and In Progress in Tonomo.
Get your delivery
When all the orders are completed, the edited files sync back to Tonomo.
1
Select New Deliverables, then Link to an existing order.
2
Enter the Tonomo order ID or the address.
3
Check the files in each section, then request corrections or deliver them to your client.
Request changes
1
Find the order in the Esoft Platform and select Leave feedback. See Request changes on a delivery.
2
When the correction is done, we email you, and the files sync back to Tonomo.
3
In Tonomo, open the order and select Edit in the delivery to see the new files.