Adding a Sherpa connection in Rep Connect enables property management clients to easily send review requests to their Sherpa contacts.

For users with the Rep Connect module & Sherpa source enabled, any users with permissions can configure a Sherpa review request integration.

  1. Navigate to the Admin section via Settings (gear symbol).
  2. In the right navigation menu click “Rep Connect”.
  3. Select “Sherpa Requests”, click “Add Integration”.
  4. Add new Sherpa API credentials.
  5. Configure the API parameters via the self-serve wizard.