This guide is designed to assist you in setting up and utilizing the Passare integration for your funeral home efficiently. Whether you're new to integrating Passare with your Parting Pro dashboard or seeking guidance on its usage, this comprehensive guide will walk you through the process step by step.

Before establishing the connection with Passare, you'll need an API key. You must contact Passare Support to request this key. Simply fill out the form after clicking on the link to access. Select Parting Pro from the list of integration options:

Once the form is submitted, the API key will be sent to the email address provided in the form. The feature will then be enabled in your dashboard soon after receiving the key.

Once Passare has provided the key and the feature has been enabled by Parting Pro in your dashboard, click on your name in the upper right corner of the Parting Pro dashboard and select the Settings option:

Under the expandable Integrations section on the left, locate and click on Passare setup to commence the setup process:

Next, add the provided key to the designated field and click the Initiate button to establish the connection. Be patient during this process as it may take a few minutes to complete:

If the API key is invalid and the connection fails, the page will display Invalid API key in the upper left corner:

If this happens, recheck the API key that was entered (we do recommend copying and pasting the key from the source, if at all possible, as this will ensure accuracy). If you find that you've entered the correct key and are still receiving the Invalid API key message, contact Passare Support for assistance.

Upon successful connection establishment, you'll be prompted to select the Branch in Passare where cases will be created. Make your selection and click the green Confirm button to proceed:

If there is an error while establishing the connection with the Price list item ID, you will see the following warning: Price list item ID is missing in Passare. Please contact Passare for assistance. Then, click the refresh icon next to the field once updates have been performed:

If you receive this error, you will need to contact Passare Support for assistance. Once they have completed the required updates on their end, click on the refresh icon (the green, circular arrow) to the right of the Price list item ID field and the field should update.

Once the branch selection has been confirmed, you'll be taken back to the Passare integration setup page. Here, you will see more details and settings. You can review the following Connection details, but you are restricted from editing them:

You can customize the mapping rules to pass contacts from a case in Parting Pro to the case in Passare according to your preferences. Please note that any values from Parting Pro which are left unassigned/unmapped to a value in Passare will not be included in a data push to Passare, so ensure thorough mapping to avoid data discrepancies:

In order to activate the integration, simply turn on the Enable Passare integration toggle. This will allow the Create in Passare and Update in Passare options within your Parting Pro cases (examples of these will be show under Using the Integration):

To create a new case in Passare from an existing case in Parting Pro, open the desired case in Parting Pro and click the Create in Passare button n the upper right corner and just to the left of the status button:

Then, click the green Confirm button to confirm that you want the case created in Passare:

That same button will change in status and display as Pending while the request is processed (once it has completed processing and is updated in Passare, the button text will change to Update in Passare):

If you've made updates in Parting Pro to an existing case in Passare, you can synchronize these updates by clicking the Update in Passare button (which replaces the Create in Passare button once a case has been created in Passare):

Then click on the green Confirm button to start the process of passing the data to Passare:

Once again, the button text will change to Pending while the request is being processed (and change back to Update in Passare once processing has completed):

Upon the successful creation or update of a case within Passare, a success banner message will appear in the upper left corner reading Passare integration was successful. Additionally, you'll find a new link in the breadcrumb menu - Open in Passare - allowing direct access to the case in Passare:

Additionally, when you hover your curser over the Open in Passare link, a tooltip will appear which indicates when the case was created/updated in Passare and display the user who completed that update:

Cases created via the integration will be labeled with Public API in the Case Origin column in Passare, ensuring clarity regarding their origin:

In the event of errors during setup or usage of the Passare integration, an error icon accompanied by error messages will be displayed. If you encounter any errors of which you are unsure on how to resolve, please reach out to our Support team for assistance:

Important Note for Passare Integrations:

Should you encounter any difficulties, our Support team is here to assist you.