Skip to main content

Integration - Alto

This guide explains how the new integration between Acaboom and Alto works, including how appointment data flows, when pre-appointment presentations are sent, and how valuers and office allocations are handled.

Written by Pavle

Installation

As a mutual client of Acaboom and Alto, you can install the Acaboom app directly via the Alto Marketplace.
To begin, go to the Alto Marketplace and click install on Acaboom.
​
During installation, you will:

  • Select which branches in Alto are to be used

  • Initiate the integration between Alto and Acaboom

Once installation is complete, Acaboom receives an automatic confirmation.
After this:

  • Acaboom will complete the mapping of Alto offices/branches to the corresponding Acaboom accounts

  • A go-live date will be agreed with you

  • On the agreed date, the integration will be switched on

How the Integration Works

Alto sends all appointment details to Acaboom, including:

  • Homeowner’s name

  • Property address

  • Contact information

  • Appointment date and time

  • Assigned appraiser

The valuer (appraiser) is identified using the field highlighted:
​If more than one staff member is attending the appointment, ensure the valuer (appraiser) is selected whose Pre-Appointment template should be used.
​

Booking a Market Appraisal in Alto

When booking a Market Appraisal in Alto, the recommended order is:

  1. Add the property and contact record first
    (and amend if needed)

  2. Raise a Market Appraisal – this will then instantaneously send the data to Acaboom.

This ensures correct data flows into Acaboom.
​Important note: Acaboom assigns presentations based on the Main Office specified in the Property Record within Alto.
​

Pre-Appointment Presentation Sending Rules

A pre-appointment presentation will be sent only if all of the following conditions are met:

  • The appointment date/time is in the future

  • Both the account and valuer exist in Acaboom

  • The valuer has access to the ‘main office’ into which they are booking into Acaboom

Note: The pre-appointment sending cannot be turned on or off on a per market appraisal basis.
​
It is possible to disable automatic pre-appointment sending entirely. This would insert the property into Acaboom only, and the user would then need to manually send the pre-appointment from within Acaboom. This can be toggled with your account under Settings > Integrations:
​


​
​Past Appointments

If a Market Appraisal is raised with a past appointment date/time, the property will still be added to Acaboom, but no pre-appointment will be sent.


​Updating Appointments

If you update either:

  • the appointment date/time, or

  • the valuer

…and the appointment is still in the future, the pre-appointment will be resent.
​
​Important: Disable/cancel Pre-Appointment Sending in Alto

When the Acaboom integration is enabled, the user should cancel Alto’s own “pre-appointment” sending to avoid vendors receiving duplicate confirmations.
​
This can be done via each of the following:
Untick 'Prompt to send letter and confirmation after sending' then 'save' or 'cancel' on the 'Send confirmation' page:
​

​Presentation Account Allocation & Roaming Valuers

Acaboom assigns presentations based on the Main Office specified in the Property Record within Alto.
​


​

Valuer Locations

A valuer may:

  • Be based at the same office as the Main Office, or

  • Be a roaming valuer (assigned to a different office but completing an appraisal on behalf of another office)

The integration supports both scenarios.
​

Other Useful Information

Acaboom Activity Feed

Acaboom related activity is fed directly into the Property Activity and Timeline sections within Alto, providing full visibility of interactions.
​

Status Updates (Alto → Acaboom)

Alto is the source of truth for statuses. Statuses flow from Alto into Acaboom, not the other way around.


Mapped statuses include:

  • Appointment Booked

  • Won

  • Lost

  • Withdrawn

  • Cancelled

Cancelled Appointments

A cancellation in Alto automatically:

  • Cancels the appointment in Acaboom

  • Archives the related property in Acaboom

Acasign Contract Handling

If using Acaboom’s Acasign:

  • Completed and signed contracts are automatically sent back to Alto

  • The document is inserted into the Property Documents section for easy access

Valuation figures (Coming soon - subject to endpoint being provided by Alto)

The valuation figure entered in Acaboom will soon be automatically added back into Alto.


​


​
​


​

Did this answer your question?