Project and home status
Connect project IDs, homes, milestones and sales status. Agree update frequency and the authoritative source.
INTEGRATIONS
Start with the systems behind the decision. Data coverage, access and ownership need to fit the intended outcome.
SOURCES AND PURPOSE
Connect project IDs, homes, milestones and sales status. Agree update frequency and the authoritative source.
Connect prospects, recorded needs and next activities. Scope personal data access and contact permissions.
Link budget, actual costs and forecasts to projects. Verify reconciliation and data latency.
Add agreed market data and buyer journey events when relevant to the decision.
TECHNICAL SCOPING
APIs, supported connectors or agreed exports are assessed for each system. This page does not promise ready-made connectors for every provider.
Authentication, roles, environment, data model, storage, refresh frequency and logging. The integration scope is defined before implementation.
Write access is assessed separately from read access. Mandates, approval, error handling and reversal must be scoped and tested before production access.
EIGHT SOURCE AREAS
Filter by the access you want to investigate. This maps areas for scoping, not a list of ready-made vendor connectors.
8 source areas
Budgets, actual costs, invoices, margin
Prospects, dialogue, reservations, units
Delivery specifications, agreements, mandates
Budget, response, content, consents
Progress, changes, orders
Upgrades, documents, inspections, cases
Prices, supply, demand, planning information
Payment plans, capital tied up, forecasts
SCOPE EACH CONNECTION
System, environment, processor, authoritative source and shared project or home ID.
Which fields are read, which events received, who can write and how old may data be?
Reconciliation, duplicates, missing responses, alerts and ownership of error resolution.
Bounded test data, acceptance criteria, approver and a plan to stop or reverse where possible.
12YOUR PORTFOLIO
Bring a land review, sales challenge or cost workflow. We review what Manta can prepare, execute and follow up in your setup.
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