Skip to main content

Notice: The iGUIDE Product Support team will be unavailable January 17 and 18 due to scheduled maintenance.

Integrating iGUIDE with Your Systems

Updated

Overview

If your business handles a high volume of iGUIDEs, you can connect iGUIDE with the tools you already use — like your CRM, listing platform, or internal systems — to save time and reduce manual work.

This article gives a high-level overview of what’s possible and how integrations typically work. Find all in depth integration and API documentation here- API Documentation

In This Article

What is iGUIDE Integrations?

iGUIDE integrations allows your systems to “talk” to iGUIDE automatically.

Instead of logging into the iGUIDE Portal to upload, download, or manage projects, your tools can handle these steps for you in the background
 

Use Cases / Examples

Automatically create and process iGUIDEs

If you use scheduling or dispatch software, you can set things up so new iGUIDE projects are created automatically as part of your workflow.

Get notified when an iGUIDE is ready

Your system can receive a notification as soon as an iGUIDE is published. From there, you can:

  • Send files to clients
  • Upload assets to a listing platform
  • Start internal review processes

Automatically download deliverables

Instead of manually downloading files, your system can pull:

  • Floor plans
  • Photos
  • CAD and drafting files

This is especially helpful if you regularly move files between platforms.

Access measurement data

Room measurements (like dimensions and square footage) can be pulled directly into your system, so you don’t have to reference floor plan PDFs.

Embed iGUIDE in your own platform

If you have a website or client portal, you can display the iGUIDE viewer directly within your platform for a seamless experience.

Upload additional photos

You can add extra images (like drone shots or marketing photos) to an iGUIDE project without using the portal.

Keep listing details up to date

If you use tags or annotations in your iGUIDEs, you can update the text and details automatically from your system.

Order additional services

You can request and track additional services (like advanced drafting) without logging into the portal.

How Integrations Typically Work

Most integrations follow a simple flow:

  1. Your system creates or tracks an iGUIDE project
  2. iGUIDE processes the project
  3. Your system is notified when it’s ready
  4. Files and data are automatically delivered where they’re needed

Some businesses automate this entire process, while others only automate specific steps.

Getting Started

  • Share the iGUIDE developer documentation with your technical team:
    docs.youriguide.com
  • Create API credentials in the iGUIDE Portal under:
    Settings → API Management
  • For help planning your setup, contact your account manager or reach out to:
    sales@planitar.com

Important Notes / Limitations

  • Initial setup requires a developer or technical partner 
  • You can choose how much or how little to automate 
  • Permissions can be customized to control what each integration can access 
  • Some features (like layout or positioning changes) are still managed in the iGUIDE Portal

Frequently Asked Questions

Do I need a developer to set this up?

Yes. A developer or technical partner is typically needed to connect your systems.

Do I have to automate everything?

No. Many businesses start small. For example, only automating file delivery after an iGUIDE is complete.

Can I still use the iGUIDE Portal?

Yes. Integrations are optional and can work alongside your existing workflow.

Related Articles

Related articles

Comments

0 comments

Please sign in to leave a comment.