Installation
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
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
Booking a Market Appraisal in Alto
When booking a Market Appraisal in Alto, the recommended order is:
Add the property and contact record first
(and amend if needed)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
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
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
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
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)
The valuation figure entered in Acaboom will soon be automically added back into Alto.
