> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# MRI Setup Guide

> Step-by-step guide to connecting MRI with Manage.Management

## Prerequisites

Before you begin, ensure you have:

1. **MRI MIX API Access** - Contact MRI Software to enable MIX API access on your account
2. **API Credentials** - Obtain your Client ID, Database Name, User Name, Partner Key, Password, and Base URL from MRI
3. **Building Director Role** - You must be a director of the building in Manage.Management

<Warning>
  Keep your API credentials secure. Never share them via email or store them in plain text.
</Warning>

## Step 1: Access Integration Settings

<Steps>
  <Step title="Navigate to Settings">
    From your building dashboard, click **Settings** in the sidebar
  </Step>

  <Step title="Open Integrations">
    Select the **Integrations** tab
  </Step>

  <Step title="Find MRI">
    Locate the MRI card and click **Configure**
  </Step>
</Steps>

## Step 2: Enter API Credentials

Enter your MRI MIX API credentials in the configuration modal:

| Field             | Description                                   | Example                                      |
| ----------------- | --------------------------------------------- | -------------------------------------------- |
| **Client ID**     | Your MRI API client identifier                | `abc123-def456-...`                          |
| **Database Name** | The MRI database to connect to                | `LiveDB`                                     |
| **User Name**     | MRI API user name                             | `api_user`                                   |
| **Partner Key**   | MRI partner integration key                   | `pk_abc123...`                               |
| **Password**      | MRI API password                              | `••••••••`                                   |
| **Base URL**      | Your MRI server MIX API endpoint              | `https://your-server.mrisoftware.com/MIXApi` |
| **Environment**   | Sandbox for testing, Production for live data | `production`                                 |

<Tip>
  Start with **Sandbox** environment to test the integration before connecting to production data.
</Tip>

## Step 3: Test the Connection

Click **Test Connection** to verify your credentials are working:

<AccordionGroup>
  <Accordion title="✅ Connection Successful">
    Your credentials are valid and the API is accessible. Proceed to the next step.
  </Accordion>

  <Accordion title="❌ Authentication Failed">
    Check your Client ID, Database Name, User Name, Partner Key, and Password are correct. Credentials are case-sensitive.
  </Accordion>

  <Accordion title="❌ Connection Timeout">
    The API endpoint may be unreachable. Check your network connection or try again later.
  </Accordion>

  <Accordion title="❌ Invalid Environment">
    Ensure you're using the correct API URL for your environment (sandbox vs production).
  </Accordion>
</AccordionGroup>

## Step 4: Link Your Property

After successful connection, link your Manage.Management building to your MRI property:

<Steps>
  <Step title="Enter MRI Property ID">
    Enter the unique property identifier from your MRI system
  </Step>

  <Step title="Verify Property Details">
    The system will fetch and display the property name and address for confirmation
  </Step>

  <Step title="Confirm Linking">
    Click **Link Property** to establish the connection
  </Step>
</Steps>

<Note>
  You can find your MRI Property ID in MRI under Property Settings or by contacting your MRI account manager.
</Note>

## Step 5: Configure Sync Settings

Set your preferred synchronisation frequencies:

| Data Type    | Options                  | Recommended |
| ------------ | ------------------------ | ----------- |
| Properties   | Daily, Weekly, Manual    | Daily       |
| Tenancies    | Daily, Weekly, Manual    | Daily       |
| Transactions | Real-time, Hourly, Daily | Hourly      |
| Budgets      | Weekly, Monthly, Manual  | Weekly      |
| Invoices     | Real-time, Hourly, Daily | Hourly      |
| Maintenance  | Daily, Weekly, Manual    | Daily       |
| Documents    | Weekly, Monthly, Manual  | Weekly      |

## Step 6: Run Initial Sync

Click **Start Full Sync** to import all existing data from MRI:

<Warning>
  The initial sync may take several minutes depending on the amount of data. Do not close the browser during this process.
</Warning>

The sync progress will show:

* Records processed
* Records created
* Records updated
* Any errors encountered

## Troubleshooting

### Common Issues

<AccordionGroup>
  <Accordion title="Sync stuck at 0%">
    Check that your MRI Property ID is correct and that the property exists in MRI.
  </Accordion>

  <Accordion title="Missing transactions">
    Ensure your MRI API credentials have permission to access financial data.
  </Accordion>

  <Accordion title="Duplicate records">
    The system uses MRI IDs to prevent duplicates. If you see duplicates, contact support.
  </Accordion>
</AccordionGroup>

### Getting Help

If you encounter issues:

1. Check the **Sync Status** panel for error messages
2. Review the **Sync Logs** for detailed information
3. Contact [support@manage.management](mailto:support@manage.management) with your building ID and error details