Property Portal Integration in Tesoro CRM

Setting up API credentials

Configure Idealista integration in 5 steps:

1. Go to Settings → Integrations → Idealista
2. Enter your Idealista API key (available via Idealista Pro account)
3. Enter your Idealista username and password
4. Click 'Test Connection' to verify credentials
5. Enable 'Auto-sync' to activate automatic updates

Field mapping

Tesoro automatically maps Tesoro fields to Idealista fields:

• Property type: Apartment → Piso, House → Casa, etc.
• Features: Pool → Piscina, Garage → Garaje
• Prijs: Automatic currency conversion
• Description: Multi-language support (ES/EN)
• Images: All images synced with order preserved

Custom field mapping available in Settings → Idealista → Field Mapping.

Sync frequency

• Real-time sync: Changes in Tesoro → immediately to Idealista (via API)
• Bi-directional sync: Updates from Idealista → Tesoro (every 1 hour)
• Manual sync: Force sync via 'Sync Now' button

Fotocasa configuration

Setup similar to Idealista:

1. Settings → Integrations → Fotocasa
2. Enter Fotocasa account credentials
3. Configure field mapping (automatic for standard fields)
4. Enable auto-sync
5. Test with one property for validation

Fotocasa specific features

• Property highlighting: Option to highlight properties on Fotocasa (premium feature)
• Top position: Boost properties to top of search results
• Statistics import: View counts and contact requests from Fotocasa → Tesoro

Sync timing

Fotocasa updates are niet real-time but frequent:

• New properties: Within 5-10 minutes
• Price changes: Within 10 minutes
• Status changes (sold/rented): Within 15 minutes
• Image updates: Within 30 minutes

Check sync status in Settings → Fotocasa → Sync Log.

Generating XML feeds

For portals without direct API integration use XML feeds:

1. Settings → Integrations → XML Feeds
2. Click 'Create New Feed'
3. Select properties to include (all, active only, specific filters)
4. Choose XML format:
   • Idealista XML format
   • Fotocasa XML format
   • Custom XML (define your own schema)
5. Generate feed URL
6. Provide URL to portal (they fetch updates automatically)

Feed customization

Configure feed settings:

• Update frequency: Real-time, hourly, daily
• Property filters: Only specific types, locations, price ranges
• Field selection: Choose which fields to include
• Image limits: Max images per property
• Description length: Character limits

Feed management

• View feed URL in Settings → XML Feeds
• Download feed XML for manual review
• Check feed validation (errors highlighted)
• View feed access log (when portal fetched updates)
• Regenerate feed URL (security token refresh)

Sync status tracking

Monitor portal sync status in real-time:

• Dashboard widget: Shows sync health (green/yellow/red)
• Property detail: Last synced timestamp per portal
• Sync log: Complete history of all sync events
• Error alerts: nietification on sync failures

Common sync errors

Missing required fields:

• Error: "Property missing energy certificate"
• Fix: Upload energy certificate in Documents tab

Invalid coordinates:

• Error: "Invalid location data"
• Fix: Re-geocode address via Mapbox lookup

Image upload failures:

• Error: "Image too large for portal"
• Fix: Tesoro auto-resizes images - check image format (JPG/PNG only)

API rate limits:

• Error: "Too many requests"
• Fix: Automatic retry after 1 hour, no action needed

Sync troubleshooting checklist

1. Check Settings → Portal Integration → Connection Status
2. Verify API credentials are correct
3. Review Sync Log for specific error messages
4. Test connection via 'Test API' button
5. Check property has all required fields
6. Contact support if errors persist