Completing the Alto 'My Account' program

Chris Horroll
Chris Horroll
  • Updated

wcbfti All users who are moving to Alto from any crm other than Jupix.png

When onboarding with Alto, you're required to complete details on an online program called My Account.

Accessing My Account

You'll receive an email sent from no-reply@zoopla.co.uk which contains your allocated Username and Password, as well as a link to log in to your personalised My Account.

 Note

This is your password for My Account only, not your password for Alto

When logging in, copy and paste your company login details rather than retyping them as the program is case sensitive and any errors could prevent you from logging in. 

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If you're expecting the email but haven't yet received it, check your email providers spam/junk folder just in case.

Viewing and completing the To-Do List

The To-Do List in My Account comprises of a number of sections where you're required to enter information and confirm decisions about how your Alto should be configured. This enables us to progress your order for installation and compile your decisions onto your Alto system.

  1. Log in to your My Account
  2. The homepage will open with one or more tabs on the screen (if you have previous, or multiple orders with us, you may see more than one tab)
  3. Click the most current Order Number Tab, i.e. Alto-XXXXXX 
  4. Your Order Status page opens, containing your To-Do List

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  • To access and make changes to each section, click Click Here to the right of each one
  • As you make changes, click Save/Save changes to save the information you've added. It's important to click Save even if you haven't completed the entire form, so that your progress is saved for next time
  • If there's a part of the form that you cannot complete yet, please let your Onboarding Coordinator know - their details can be found at the bottom of the Order Status page

 Note

Once a section is complete, it will be indicated by a Green Tick.

A Red Triangle alongside a section indicates there are fields that still need to be completed or errors that need to be corrected.

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For more information on how to complete each section in the To-Do List, click the headings below. 

To-Do List sections

API Agreement

The API Agreement authorises us to set up a data feed from Alto to the online portals you advertise with.

 Note

If you don't wish to feed to your website or online portals at this time, this form doesn't need to be completed

To successfully complete this section:

  1. Log in to My Account and click the Order Number tab
  2. On API Agreement, click Click Here 
  3. Click API Agreement (in blue) to download and review the full API Agreement
  4. Accept API Agreement - Tick the box to accept, and complete the details to confirm you're an authorised representative
  5. Schedule 1 - The agent's website provider - Complete the details of the company who hosts and maintains your website.  This is so we can arrange for a data feed to be sent directly to them from Alto.
    If your website is provided by one of our in-house products such as Zoopla Websites/TechnicWeb/Expert Agent, please continue to complete the details as normal.
    If you're in the process of having a new website created which will go live soon, please provide those contact details in favour of the old
  6. Schedule 2 - Branches to be included in the datafeed - Add the Branch Names and Branch Postcodes for all the branches that will need to be included in these data feeds. Then, click Add
  7. Click Save to sign off your acceptance of the API Agreement and your completed information

My Account API Agreement.png

Pre-configuration

Pre-configuration Details is where your branch and user information is added.

Please ensure you enter information exactly as required (including spelling and grammar).

To successfully complete this section, complete the following:

  1. Log in to My Account and click the Order Number tab
  2. On Pre-configuration, click Click Here
  3. Confirm whether or not your agency and/or branch is VAT registered
    1. If Yes, within VAT Registration number(s), add your Company Name(s) and the VAT Number(s). Then, click Add
  4. Offices / Match Area details - Click Add Office and individually complete the details for all physical/virtual branch office names, addresses, contact details and match areas of the locations you manage. Then, click Add

     Warning

    If we AREN'T migrating your property data into Alto, it's important you complete the Match Areas - Match areas refer to the specific areas within which your branch(es) operates, i.e. the areas in which you market properties and the areas your applicants are interested in. These details are an integral factor in ensuring that the migration process is as successful as possible and it cannot start without them.

    Match areas can be listed as either place names or postcodes, but not a mixture of both formats. We suggest place names as they're easier to identify compared to postcodes

  5. User Names - Click Add User and complete the details of each user that needs to be added, including their Name, Job Title, Login Name (a verifiable email address), Primary Department, Office, Email address and contact details. Then, click Add
  6. Leads Sources -  Complete the details of any additional sources from where you get applicants and vendor leads - i.e. specific websites, specific property portals such as Zoopla etc
  7. Click Save changes to save your completed information  

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Design

The Design page allows you to select your preferred Marketing Pack which contains a selection of pre-designed Brochures, Window Cards, a Browse Sheet, and master Letterhead template. Each pack provides a range of different sizes and orientations, covering common requirements and property sizes.

Additionally, you'll be required to specify your font, define your brands primary and secondary colours, upload your logos and artwork, and your letterhead.

After submitting your preferences, our Design team will create the new Marketing Pack in your new Alto account.

  1. Log in to My Account and click the Order Number tab
  2. On Design, click Click Here

Marketing Pack selection

  1. All the Marketing Packs and their templates that are available for you to choose from can be viewed; View PDF allows you to view each pack in greater detail.
  2. Click Add once you have decided on the most suitable marketing pack
  3. Your chosen Marketing Pack will then appear below within the My Selected Marketing Packs table, allowing you to keep track of your design choice(s)

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FAQs surrounding your Onboarding Marketing Pack/Templates can be found here.

Design Details

The Design Detail section is where you specify your general design instruction. This will be passed onto our Design team, enabling them to set up your new templates quickly and accurately to your requirements.

To successfully complete this section, complete the following:

  1. Font - Use the dropdown to select your preferred style of font to be used in all templates
  2. Brand Colours - Add the hex codes for two complimenting colours, your Primary brand colour and Secondary brand colour, that you want to use to represent your main brand. These will typically be colours from your logo or brand guidelines
  3. Brand - Click Yes or No to confirm whether or not you have more than one brand
    1. If Yes, ensure you upload artwork for all brands in the next section (Logos & Artwork)
  4. Logos & Artwork - Upload your logo and any supplementary artwork or brand guidelines. Click +Upload a file to select your logos and artwork which will be applied to all created templates.
    (Files should be provided in a high resolution 300dpi print quality and in one of the following file types: .pdf, .jpg, .jpeg, .bmp, .txt, .doc, .docx, .ttf, .otf, .ttc, .eps, .csv, .zip, .png)
  5. Letterhead - Upload a copy of your letterheaded paper. Click +Upload a file to select your letterhead, as these are required for the set up of a master document in Alto, onto which all email and letters will be created.
    (The letterhead file should be saved in a .pdf format at a high resolution 300dpi print quality, and preferably be the version provided by your design company. Scanned images will not be accepted)
  6. Notes & Design Preferences - Use the text box to add any additional information such as preferences or amendments which you wish to make to your selected templates, i.e. number of pictures on a template, use more or less information etc
  7. Tick the box to confirm you have chosen your Marketing Pack, answered all brand related questions and uploaded all supporting files
  8. Click Save changes to save your completed information  

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PropertyFile

PropertyFile is an online platform which is fully integrated with Alto and comes as standard as part of your Alto subscription. It will be set up with your Alto installation and you can then customise the features within it.

The PropertyFile page is where you confirm the domain name that's to be used as well as what branches are to be included.

To successfully complete this section, complete the following:

  1. Log in to My Account and click the Order Number tab
  2. On PropertyFile, click Click Here
  3. In the field, confirm the domain name you wish to use for PropertyFile (i.e. YourAgencyName.propertyfile.co.uk). This is typically your agency name.
    (The name must be 6 or more characters, contain no spaces and not be your current PropertyFile domain name. Once this is set up, the name cannot be changed)
    1. If you're already using Alto, or don't need PropertyFile set up, type notapplicable
  4. In the text box field, confirm the branches you wish to include on PropertyFile
    (we cannot remove branches from PropertyFile once they are set up)
  5. Add your PropertyFile Contact details. These are the details for the internal staff member who is responsible for setting up PropertyFile
  6. Click Save changes to save your completed information  

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Property Management and Accounts

 Note

If you don't offer Property Management, this section will not appear

Property Managements and Accounts allows us to set up the accounts module as well as compile the relevant client account and business details, onto Alto.

If you are waiting for your client account, Alto can be activated with sales and lettings modules only.

To successfully complete this section, complete the following:

  1. Log in to My Account and click the Order Number tab
  2. On Property Management and Accounts, click Click Here
  3. Work through the checklist - click Yes/No as relevant to each question, use the dropdown menus to select the relevant information as required, and use the fields and text boxes to add any additional information, i.e. the name of your deposit schemes

     Note

    Bank Accounts

    • A Client Account is a specific type of bank account that you open with your bank. Alto is Client Accounting software, and is designed to operate with a designated Client Account. You'll need to check with your bank that you have a Client Account set-up, so that this can be used with Alto
    • Click Add to complete additional bank account details if you operate more than one client account

    Accounts Users

    • Click Add for each additional user who will have an Alto licence
    • Enter their Name and Job Title

    The number of accounts users should correlate with the number of users on your order.

    An accounts licence is required for paying out of Alto, and for statements and receipting. Any other tasks can be done with a standard property management licence.

  4. Once complete, in the Signed by section, tick the box to agree to the comment and fill in your First Name, Surname and Job Title. Then, click Save changes to save your information  

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