Send deals and full fact-find data to Salestrekker in one click, and keep stages in step automatically.
Who this is for: Brokers, Enterprise admins
Your Salestrekker API key (from your Salestrekker settings).
Your Salestrekker owner (the user deals should be assigned to).
A list of your Effi stages and the Salestrekker stages they match.
Go to Profile, edit Business Information and set My Aggregator to Salestrekker V2.
Go to Settings > Aggregator Settings and enter your Salestrekker V2 API Key. If you're moving from V1, re-save your existing API key and URL first, even if they already look filled in.
Select the Owner, so synced deals appear on the right broker's Salestrekker board.
Set up Stage Mappings so each Effi stage matches a Salestrekker stage. A deal can't be created if the lead's current stage isn't mapped.
Optional: click Edit Salestrekker V1 Configurations if you still need to maintain V1 settings. V1 and V2 can run side by side.
Open the lead and click Sync / Add to Salestrekker at the top right.
Effi shows Syncing… and then Sync Complete. Allow up to 10 minutes for large files.
Leads first synced with V1 keep using V1. New leads use V2 automatically.
An admin can choose stages that trigger a sync. When a lead enters a mapped stage, it syncs on its own, and again if it re-enters that stage later. If you pick a stage without a status mapping, Effi warns you before you save.
To sync every new lead, go to Settings > Aggregator Configuration and switch on Auto Sync to Aggregator.
Area | Included |
|---|---|
Deal | Lead name, loan amount, workflow and stage, owner, labels |
People | Names, date of birth, contact details, addresses, citizenship, dependants, employment, ID documents |
Companies | Company name, ABN, business structure, addresses |
Fact find | Income, assets, liabilities, living expenses, loan requirements |
Activity | Notes, emails and messages (as notes) and tasks |
Re-syncing updates the same deal and contacts; notes aren't duplicated.
Confirm Salestrekker is connected in Settings > Integrations.
Open the lead import section and choose Import from your aggregator.
Review the leads and confirm. Leads are processed in batches of 25 with a short pause between each, so 100 leads take 5–10 minutes. Keep the tab open.
Run large imports outside business hours. Some assets, liabilities and employment details may need to be completed by hand after import. The import option may need to be switched on for your account by Effi support.
Sync failed: check your API key is current and the lead's stage is mapped.
Deal in the wrong stage: review your stage mappings.
Mobile numbers missing the country code: enter Australian numbers with +61.
Income not linked to an employer: add the employer's ABN or business name.
Email [email protected] and our team will get back to you.
