Integrate Sierra with Ruuster

Connecting Sierra with Ruuster lets you consolidate client interactions: you can use tags in Sierra to take actions in your app without leaving your CRM, and all client activity syncs back to Sierra. Copy your API key from Sierra, then paste it into the CRM Integration section (and, if Sierra is also your IDX website, the IDX Provider Integration section) of Ruuster's Integrations page in the Admin group of the sidebar.

Only admins can set up the integration for Sierra and Ruuster. Once an admin has set up the integration, any user with matching emails in Sierra and Ruuster will automatically have the integrated features. It is important to make sure that the same email is used for Sierra and your app.

If Sierra functions solely as an IDX website rather than a CRM (with Follow Up Boss serving as your actual CRM), use only the IDX steps below and make sure your Follow Up Boss integration is active.

Steps

Get a Sierra API key

1. Sign into your Sierra account.
2. Click the gear icon in the top right corner.
3. Select Integrations from the dropdown menu.
4. Locate the Direct API section and choose Sierra Interactive.
5. Find the API key under the All tab.
6. Click Copy next to the key.

Apply the API key in Ruuster

Open your Ruuster account at your agency's URL (format: https://yourcompany.ruuster.com), then select Integrations in the Admin group of the sidebar.

Sierra as a CRM

1. In the CRM Integration section, click Add CRM. If a CRM is already connected, the section shows its configuration instead.
2. Select Sierra Interactive from the Select CRM dropdown.
3. Paste your API key into the API key field and click Save changes.
4. Confirm the message "Connection established" appears.

Sierra as an IDX tool

If you are using Sierra as both your IDX website and your CRM, you should enter the API key in both the CRM and IDX sections of the Integrations page.

1. In the IDX Provider Integration section, click Add IDX Provider.
2. Select Sierra Interactive from the Select IDX provider dropdown.
3. Paste your API key into the API key field.
4. Click Save changes.
5. Verify Sierra Interactive appears under Connected providers.

Good to know

• The CRM and IDX sections are separate connections on the same page. Using Sierra for both means entering the key twice, once in each section.
• Changing or removing an existing connection asks you to confirm first.
• After connecting, see Using Sierra with Ruuster for what syncs into Sierra and the actions you can take there.

FAQ

Where did the CRM Integrations and IDX Providers sections in Account Settings go?

Both moved to the Integrations page in the Admin group of the sidebar. The Sierra-side steps are unchanged.

Sierra is only my IDX website and I use Follow Up Boss as my CRM. What do I enter?

Enter your Sierra key in the IDX Provider Integration section only, and connect Follow Up Boss in the CRM Integration section.

An agent's activity isn't syncing to Sierra. What do I check?

Confirm the agent uses the same email address in both Sierra and Ruuster. Matching emails are what link the accounts.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!