Integration Complete is defined as all Core Data Tasks being complete (CRM, DMS, Call Tracking, Chat).

PRO/PRO+ Integration Complete

This is a MANUAL CHANGE made by the Project Manager (CS Specialist) or CSL.

1. In Rocketlane, go to the Project Overview.
2. Project Info box (top right).
3. Change Project Status to Integration Complete / Processing 1st Month.
4. When the Project Status changes to Integration Complete / Processing 1st Month:
   1. 🚀 Rocketlane automations import the Phase 4 All Subscriptions (Integration Complete) Template.
   2. 🚀 This sends dealer a chat saying “you are integration complete” with the Onboarding Follow-Up survey link
      1.  ✴️ A Zapier integration will update the SA+TVA Ops Overview Processing Status to Waiting on 1st Month to mirror this change
         1. 🚦 A Make scenario will check to see if we should start processing data yet. If it is time to start processing data (For MTSA, the 1st of the month following the dealer's Start Date), Make will set the Processing Status to Working On It and add the appropriate Processing Months. It also adds the Prelim QA link.
            1. When the Processing Status changes to Working On It, 🚨 Monday automations moves the Ops Overview item to the Active group.
5. VERY IMPORTANT!! IF YOU ARE ONBOARDING A GROUP: Zapier will only update the Processing Status for 1 item on the SA+TVA Ops Overview board (the one with the RL Project ID). You must manually update the that the Processing Status for ALL OTHER STORES IN THE GROUP to Waiting on 1st Month.
6. Continue to Monthly Processing on the Ops Overview Board.

Starter/Basic Integration Complete

1. 🚀  For Starter/Basic subscriptions, Rocketlane automations exist to automatically set the Project Status to Integration Complete / Processing 1st Month when certain conditions are met in the project:
   1. Starter CRM Login Task Completed (& tag loaded) -> set Project Status to Integration Complete & if Group, notify Ops Team to set other rooftops' Prop board statuses
      1. Conditions as follows:
         
2. Starter - Upload Leads task completed & Tag Loaded (Start Date not empty) -> set project status to Integration Complete [does not always work due to +3 levels of automations chained; see Phase 2 Starter Upload task automations for failsafe] & If group, send email reminder to update Properties board items.  
   1. Conditions as follows:
      
3. Starter - Tag Live task completed & Upload tasks were completed (How would you like... not empty) -> set project status to Integration Complete & If group, send email to remind about updating Properties board items & If group, send email to remind about updating Properties board items
   1. Conditions as follows:
      
4. When the Project Status changes to Integration Complete / Processing 1st Month:
   1. 🚀 Rocketlane automations import the Phase 4 All Subscriptions (Integration Complete) Template.
   2. 🚀 Rocketlane automations (Starter/Basic - Integration Complete but no sources filled in) will check to ensure that at least 1 Source is filled in on the Project Fields.  If no sources are filled in:
      1. The project status is set back to In Progress.
      2. Ops Team will receive a notification email with steps to remedy the issue.
      3. The below automatons will not run (dealer will not receive the IC email & Ops will not receive the group IC notification email).
   3. 🚀 Rocketlane automations (Starter Integration Complete - Send IC email via Make NEW) will send a webhook to start the Make.com scenario Starter - Integration Complete Email (triggered by Rocketlane)
      1. 🚦 The Make.com scenario will send an email to the dealer outlining what they should expect.  The email is slightly different depending on the data collection method.  A copy of this email is logged as an update on the Monday board item.
         
5.  ✴️ A Zapier integration will update the MTSA Source Reports Properties board Property Status to Integration Complete / Processing 1st Month to mirror this change.
   1.  Properties stay in this Property Status (Integration Complete / Processing 1st Month) while we process their first month's data. Once the first month's delivery is complete, the Property Status will change to Active on the 1st of the following month (see After First Delivery: Starter/Basic)
6. IF THIS IS A GROUP PROJECT (identified by the word “Group” in the project name):
   1. 🚀 Rocketlane automations from Step 1 above will send a reminder email to datateam@clarivoy.com, reminding the Ops Team to update the Property Status for all subsequent rooftops manually - see step 3 below for how to do this.
      
7. VERY IMPORTANT!! IF YOU ARE ONBOARDING A GROUP: Zapier will only update the Property Status for 1 item on the MTSA Source Reports Properties board (the one with the RL Project ID). You must manually update the that the Property Status  for ALL OTHER STORES IN THE GROUP to Integration Complete / Processing 1st Month.
8. Continue to LINK TO STARTER/BASIC MONTHLY PROCESSING PROCESS DOC