Let's walk you through the steps of connecting PilotoMail and OfficeRnD. With the integration, you will be able to automate member sign-up and push mail charges from PilotoMail to OfficeRnD, so billing and charging will stay streamlined in your space management platform.
Connect PilotoMail to OfficeRnD
To start, have both your OfficeRnD account and PilotoMail account open, you'll be going back and forth between the two during the configuration.
Organization
On your OfficeRnD account:
Visit Settings.
Click on My Account. It will be the value after the slash in the Admin Site property.
📌 Or you can just copy it from your OfficeRnD URL, as shown below (in bold and underlined):
On your PilotoMail operator account:
Visit Settings.
Select Integrations on the top menu bar.
Click the configuration icon on the OfficeRnD integration card, at the bottom right corner of the card.
Enter your Organization Name.
Client ID & Client Secret
On your OfficeRnD account:
Visit Settings.
Select Developer Tools.
Click the button Add Application at the top right corner.
Add a name (ex. PilotoMail) and, under Permissions, enable read and write by checking the boxes ☑.
Save the client ID and client secret values for the next steps.
On your PilotoMail operator account:
Enter your Client ID and Client Secret.
Enable ✔️ "Bill mailbox renters with OfficeRnD? if using the feature.
When enabled, all of your members' mail charges in PilotoMail will be sent to OfficeRnD and added to their invoice.
📌 OfficeRnD is the one that charges the renters, PilotoMail only adds the mail charges to be charged to the OfficeRnD invoices.
Configure Mapping Between Accounts
After the credentials for OfficeRnD have been set, we need to configure a mapping between OfficeRnD Locations and Plans to PilotoMail Spaces and Plans.
📌 To add your plans, here's a quick guide to configuring your mailbox plans in PilotoMail.
This configuration will automate the member sign-up process. When a new member signs up through your OfficeRnD portal, if they select a plan you have linked with PilotoMail, the integration will create the mailbox automatically in PilotoMail and automatically send the mailbox invitation to the member's email to join the platform.
Signing Secret
Find below how to configure the mapping between PilotoMail and OfficeRnD:
Click the button to copy the webhook URL in PilotoMail.
Go to your OfficeRnD account.
Select Settings.
Click Developer Tools.
Select Webhooks.
Click the Add Endpoint in the top right corner.
Take the Webhook URL copied from PilotoMail (Step 1) and paste in Endpoint URL.
On the Events To Send dropdown, select:
membership.created
membership.updated
membership.removed
Click Add.
Click on the webhook and go to Signing Secret, click on Click to Reveal, and copy.
Go back to the PilotoMail platform and paste the Signing Secret value into the Signing Secret field.
Save changes.
Click the ➕ plus button on the respective mapping sections (Plans to Mailbox Offerings and Locations to Spaces) to link OfficeRnD plans and locations to PilotoMail's mailbox offerings and spaces, respectively.
Save Changes.
🎉 That's it! You have successfully configured the PilotoMail integration with OfficeRnD.
🚨 Note: If, before integrating with OfficeRnD, you were billing your renters with our Stripe integration, remember to deactivate the Stripe integration. Find here how.