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Setting up a new portal interface

To set up a portal, you usually need access data (server name, user name, password, sometimes provider number). Please ask the portal operator for these.

For some portals the access data is already stored and cannot be changed. These are often free portals or portals with special conditions. These portals sometimes require a registration and/or an individual vendor number so that the properties can be processed. Please clarify this with the portal operator.

For some portals(ImmobilienScout 24, Facebook Portal ImmoTell, Free Portal Interfaces) a special configuration is required, this is dealt with in separate entries.

Note: Please note that the portals are only usable in the Immobile after they have been activated. It is not enough to add you to the list.

Note that the slash character / is not allowed in the provider number.

In general, in the “Marketing” tab of the property, the user only sees the portal interfaces.

Add portal interface

The configuration of the portals can be found under “Tools >> Settings >> Basic settings >> Portals tab”. Use the plus Icon for new record icon or “Action Bar >> Add Portal” to open the list of available portal interfaces. You can enter the name of the portal or limit the list via Filter (Price / Home country / Free interfaces). Portals that have already been added no longer appear in the list.

Add portals in the basic settings

Please select the desired portal from the list and add it by clicking the button “Add portal”. You also have the option of transferring existing file shares from other portals to the newly created portal. At the end of the input mask, select the desired portal from which the releases are to be transferred.

Portal Interface Settings

Once you have added the desired portal interfaces, you can enter the access data. Please select the appropriate portal from the list and enter the required access data.

Portal settings in the basic settings

Please save the settings now. The system checks whether it is possible to register with the portal. If a connection is possible, the “FTP access data check” turns green and reports “FTP connection OK”.

You can make further settings for“FTP/ SFTP mode”in the “Advanced settings”. Please note that only SFTP or unencrypted FTP are supported as protocols for a transfer, but not “FTP with TLS”.

You can use the “Portal name” field to customize the displayed name. You can specify additional settings for the transfer of images or boundaries or property rotation using the Advanced Settings.

Activate portal interface

Once all access data and settings have been entered, the interface must still be activated so that it is visible in the properties in the Marketing tab. To do so, please check the box “Active” and save afterwards.

Portal interface in groups

With the group module you can activate/deactivate the portal interfaces for each group individually and also store different access data. You can also set an FTP folder at group level.
The same applies to groups. In the “Marketing” tab of the property, the user is only shown those portal interfaces that are active and for which valid access data is stored.

When a portal interface is activated in the basic settings, a query appears asking whether the portal should be entered as activated or deactivated for all groups.

The settings for portal interface at group level can be made in the group administration or in the portal interfaces of the basic settings.

Group portal settings in the basic settings

In the portal configuration of the basic settings, the configuration for all groups can be checked and changed for the selected interface. The configuration is opened via the action bar – “Group portal settings”.

Group portal settings in the basic settings

All existing groups and their configuration data for this portal interface are displayed. In the “Active” column, you can activate  Icon for Activated or deactivate Icon for deactivatethe portal interface for this group. You can enter data in the fields and use the “Check” button on the right side of the line to check the connection and login data. The result e.g. “FTP connection OK / FTP connection not possible” is then displayed. Please save your entries afterwards with the “Save” button in the bottom right corner.

Data in gray font is displayed if no entries have been made in the group for this field. In this case, the data from the basic settings are taken over.

Data in black font is displayed if there are entries for this field in the group.
If no data has been entered either in the basic settings or in the groups, the field is empty.

Group portal settings in the group administration

Portal settings in groups can only be stored for office groups.
In the tab “Portals” of the group administration all portal interfaces are displayed that have been activated in the basic settings.

Portal Settings in Group ManagementActivation / deactivation is also possible on group level, a click on the status symbol Icon for Activated / in Icon for deactivate front of the portal name changes the status.

Via the edit symbol Icon for Edit you can now enter or change the individual access data for each of the portals. Here, too, the connection is checked and the result displayed when saving.