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Integrate with SettleEasy

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Summary

Learn how to connect your account with SettleEasy, enable the integration, and automatically share vendor details when a unique category is applied.

This article covers:

About SettleEasy integration

The integration with SettleEasy allows partnered agencies to offer vendors access to professional conveyancing services. When enabled, agents can easily refer vendors by applying a unique category within B+D.

How it works

This section provides an overview of data sharing, permissions, and system behaviour.

When the integration is enabled, vendor details are sent to SettleEasy only when a unique SettleEasy category is applied to the contact. If no category is applied, no data is shared.

Key points:

  • The integration must be activated by an authorised user
  • Vendor information is shared automatically when the unique category is added
  • The Box and Dice domain and API Token must be provided to SettleEasy

Enable the SettleEasy integration

Note: Only users with the Integrations Access Control Level (ACL) can complete this setup.

To activate the integration:

  • Go to: Settings > Integrations
  • Click One-way Integrations
  • Locate and select the SettleEasy integration tile
  • Click Enable SettleEasy
  • Tick the checkbox next to each office you want to activate

A confirmation window will appear. 

  • Review and acknowledge the pop‑up message that confirms the cost per office 

  • Click I agree 
  • Click Show token to view your token  
  • Copy your API Token and B+D Domain

  • Provide both items to SettleEasy so they can connect your account
Note: The integration will remain inactive until SettleEasy receives your API Token and domain details.

Refer a vendor to SettleEasy

Once the integration with SettleEasy is enabled, you can refer a vendor at any time by applying the unique SettleEasy category.

To send vendor details through the integration:

  • Engage the vendor in B+D as you normally would
  • Ask the vendor whether they already have a conveyancer
  • If the vendor would like SettleEasy to contact them
  • Open the vendor’s profile and apply the unique SettleEasy category
  • B+D will automatically send the vendor’s information to SettleEasy
Note: If the unique category is not applied, no vendor information will be shared with SettleEasy.

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