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TAPI and Acquaint integration

April 14, 2023 #

1. Install the TAPI driver for your phone system on the PC where you want to use Acquaint.

This is typically done by a telephone engineer or IT technician who is familiar with your phone system

2. Once the TAPI driver is installed, open the Windows Control Panel and navigate to the Phone and Modem settings.

You should see your TAPI driver listed here.

3. Open Acquaint and go to the File -> Configuration menu. Click on the “PC Configuration” option.

4. In the PC Configuration window, select the “Settings” tab.

5. Under the “Telephony TAPI Driver” section, select the TAPI driver that you installed in step 1.

6. Click “OK” to close the PC Configuration window.

7. Exit Acquaint and then restart it to apply the changes.

Once Acquaint is configured to use your TAPI driver, you should see phone icons next to the mobile, home, and business telephone numbers fields on the Contact screen. You can use these icons to initiate an outgoing call. Incoming calls will also be detected by Acquaint and you will receive a desktop alert with the caller’s information. The Call Log screen will show a history of all incoming and outgoing calls, and the Current Calls screen will show all active phone calls with the name of the contact and the current duration of the call.

Consolidated Payment run

February 16, 2023 #

Process and Functionality Overview

  1. Tick ‘Consolidated Payments’ in Landlord account to unify all properties into one data flow, enabling you to view all properties in one statement.
  2. Once you enable ‘Consolidated Payments’, create statements as usual. However, note that the process is irreversible.


The screen displays Contacts with Consolidated Payments enabled and can be accessed from the ‘Consolidated Payment Run’ button or ‘Consolidated Payments’ Home Page Reminder.


January 17, 2023 #

Automated bulk payments with a bank.

January 6, 2023 #

Set OIN Number

File > Configuration >Company > System Configuration > Payment Export > OIN

Set SEPA Format

File > Configuration > Site > Payment Export > File Format

Export SEPA File

Export file > Insert it into your Bank App

Custom contact type

December 9, 2022 #

Currency settings €

November 28, 2022 #

Check your Windows settings (the most common cause of the problem)

Settings > Region > Ireland

Check Acquaint

File > Configuration > Site/Branch > Site Details > Currency > Euro

Signable credit

November 28, 2022 #

BULK Purchase
Contact Brigtlogic directly
+44 1491 824800

  • tell them your request for every branch

Help > Purchase credit

Pick option > Pay it

Bank accounts & transfers

November 16, 2022 #

1. Set Bank Accounts in system configuration I.

File > Configuration > Financial > Bank Accounts

2. Set Bank Account in company record II.

File > Configuration > Company > User Settings > System Configuration > Bank Accounts

3. Change invoice footer

File > Configuration > Company > User Settings > System Configuration > Financial

4. Change transaction bank account

Account > Edit transaction > Bank Account

FICO Approval

November 15, 2022 #

Under More Details of the landlord record, you can add in the either the Overseas Tax Deduction option (Blue) OR

Overseas Approval Number (Red). They cannot set both.

Available property

November 15, 2022 #


1. Status is set as available

2. Web Upload: is Based on status/Just on my website

3. Web Upload: has set upload date

4. Eircode: is set, if property is new set Age category: as modern in details #3

5. Property description: Brief and Full are filled in details #2

+ Verify validity of energy certificate

If conditions aren’t met property won’t be available on websites, and property feedback link won’t be available too.

Install and Toggle Acquaint Add-in from MS Office

November 11, 2022 #



Change property status

November 9, 2022 #

1. Accept offer

2. Change Status


October 20, 2022 #

Stands for “Virtual Private Network.” A VPN is a service that provides secure, anonymous Internet access. It “tunnels” your Internet connection from your ISP through one or more VPN servers, which hides your actual IP address and location.

Besides obfuscating your IP address, most VPNs encrypt your connection to provide extra security. The encryption encodes all data you send and receive, ensuring no one can eavesdrop on your Internet activity.

While fast VPNs can process and encrypt data in near real-time, it still requires an extra step, which means it may affect your Internet speed.

Most VPNs work with both desktop and mobile devices. Some VPN services are free to use, but the highest-quality ones charge a monthly fee. Generally, paid VPNs are faster and more reliable than free ones. Examples of VPN providers include:

  1. NordVPN
  2. ExpressVPN
  3. CyberGhost
  4. Surfshark
  5. ProtonVPN

NOTE: Businesses may also create private VPNs that employees must use to remotely access sensitive data. Company-specific VPNs typically require authentication, encrypt all connections, and limit the Internet locations users can access.

Link contacts

October 20, 2022 #

Set or Switch primary contact

Link Secondary to Primary

Unable to cast COM object of type error

October 19, 2022 #

The reason why you get this error is that you have two versions of the same program on your device.
The first is Microsoft 365 the second is a pre-installed version of Office which causes the problem and which you have to get rid of.

1. Find the package

Hit windows button

write down Add or remove programs

2. Uninstall package

Uninstall preinstalled office package

this is not main Microsoft office

COM error is caused by conflict between two versions

and you need to get rid of that one

3. Microsoft 365 Online repair

From control panel enter your programs

find Microsoft 365 right click on that > change

choose online repair

4. Restart the Device

Certificate settings

October 14, 2022 #

Insert Certificate


Certificate List > Menu > New

Fill Form

Attach Certificate

Delete Certificate

Delete every message from correspondence,

than you will be able to delete certificate

Set Certificate Duration


File > Configuration > Contacts > Certificate Types

Set Certificate Expiry Reminder

Calendar Authentication

October 13, 2022 #

DISCLAIMER: Please note that the 4PM company is responsible for syncing the Acquaint system with the Agency Calendar, while the Agent is responsible for syncing their Mobile Calendar with the Agency Calendar.

1. Log in Browser

2. Set Email in System

3. Set Email in Record

4. Auth Diary

Enter user record, then user settings

Choose calendar provider

Choose to what detail you want to synchronize appointments

after the selection is complete, click on Authenticate

5. Create Appointment in ACQ Diary

6. Check Appointment in Agency Diary

Behind Diary Authentication

1. Synchronize diary

it generates token file in users folder in Acquaint

2. Create appointment

Acquaint generates token file

if token is valid, Acquaint will synchronize data to MS, Google diary

*Invalid token: email is not synchronized properly, acquaint is not connected to drive

File Path

October 13, 2022 #

Upload file into drive


This PC > Acquaint Drive > Documents or Templates Folder > Insert File

Connect file to Acquaint


Marketing Tools > Letter > New or edit > Set File Path > Save

Visual guide

Letter Of Engagement

October 12, 2022 #


Upload File

Edit merge field

Signable and Merge fields

October 12, 2022 #

Insert merge field into document


Choose document for change

Acquaint Add-ins

Merge field search box


New User

October 12, 2022 #

Create new contact record

Hit New contact button

It will automatically create blank contact record

Insert details of contact

Set basic contact details:

Name, Title

Company telephone, email

Set contact type and status

Current – Active employee

Expired – Former employee

Login Details

In user settings set preferred username and password of user

you can also synchronize his calendar with acquaint

before that you need to synchronize contacts email

Financial and Other Reports

October 11, 2022 #

Pre-crated reports

Custom reports

Choose Report type

Set report parameters

Report example

Letterhead Settings

October 10, 2022 #

1. Edit Letterhead


Menu > Marketing Tools > Letterhead

Edit Default letterhead with new file (*recommended one)

or create brand new

2. Set Letterhead for specific purposes


Company record > Advanced > System configuration

Set letterhead for all letters in General Letterhead settings

or in Invoice Letterhead for invoice headers

Process email folder

October 10, 2022 #


File > Configuration > PC Configuration

Pick folder that you want to synchronize,

In Process Outlook Emails area, hit add button

if you want to synchronize more folders repeat it multiple times.

Set Cut Off Date where you will set from which date messages will be uploaded

Change will be processed until one hour

Acquaint: PC Configuration window

Installing Acquaint

October 7, 2022 #

Install Software

Download file

Insert Install keys

It will be received from Acquaint support

Insert Contact Credentials

Contact record will be created by current employee

Video Guide

Feed transparency

Upload Email Signature Images

October 7, 2022 #

Email signature example

File upload guide

Video Guide

Email Authentication

October 7, 2022 #

Instructions for Setting up Email in Acquaint

To set up email in Acquaint, go to File > Configuration > Email Settings.

Then, add a new email address or edit the current one.

Remember to test the outgoing server settings after completing the operation.

Ensure that you are logged in with the same email you are trying to authenticate in your browser.

You may need to change the account you’re logged in with before adding it to Acquaint.

Request for SMTP Settings for Non-OAuth 2.0 Email Provider

If your email provider doesn’t support OAuth 2.0, you can ask them for SMTP settings,

which should include the necessary details for setting up email service.

Video Guide

Delete Transaction

October 6, 2022 #

8-3 Tax Return to be filed by all Letting Agents

October 6, 2022 #

As I’m sure you’re all aware, letting agents are obliged to file an 8-3 return under self-assessment each year (without being requested by Revenue), at the time of filing your Corporation Tax return. This return gives details of all property owners, properties and rental income for the year.

The good news is that Acquaint can run this report for you at the touch of a button!

Just click on the Financial tab and choose “Produce Form 8-3”.

Please note the following requirements that were brought in since 2020:

  • PPS number of all property owners

(insert into the PPS field in Acquaint – Contact/More details);

  • LPT number of all let properties

(insert into the LPT field in Acquaint – Property/Details#3); and

  • Total amount for the accounting period.

Form Example


When you have a new landlord or property – ensure you request the LPT and PPS at the start of each engagement, and update Acquaint for the details.

This will be required for let only properties as well as managed properties.

All estate agents have a statutory requirement to keep the client account fully reconciled throughout the year. The best approach towards meeting these requirements is to use Acquaint to manage your client account transactions.

Correctly mapped drive

October 5, 2022 #

1. VPN

on VPN icon r-click and connect

wait until icon became green.

If icon is not available

hit windows button write down open VPN and open the app

it will make icon available

2. Acquaint

Run Acquaint

3. Verify Connection

Bulk Payment File – Setup

July 22, 2021 #

Acquaint has the ability to create a bulk payment file that allows you to pay all landlords or contractors in bulk rather than one by one in your bank.

The increase in efficiency in processing rent is substantial when our clients have implemented this.

For example: If paying one landlord takes 3mins in the bank and you pay 50 landlords, this takes 150mins. You can upload one file in 3mins to pay these so that is 50x quicker.

Before we start :

  • You should confirm with your bank that you have this facility first
  • In most cases you will require an OIN from the bank
  • You should be comfortable with processing transaction in Acq before setting this up

Step 1 – OIN

Here is how to add your OIN into Acquaint.

Step 2 – SEPA Format

Note: AIB is SEPA 1.0 and BOI is SEPA 1.1

Here is where to pick the correct SEPA format.

Step 3 – Add Bank Details

In order to be able to make these payments, you need to make sure that you enter the bank details for the contacts you are going to pay. Here is how to do this in Acquaint.

Note: These only has to be done once and is saved for all future payments

Step 3 – Generate the Bulk Payment File

Once the above is done you will be able to generate the bulk payment file. Here is how to do this in Acquaint.

You can check out our full suite of training videos. If you need any more guidance or if you have any questions, please don’t hesitate to email us on [email protected].

Useful Links: Latest articles and webinars | Request remote support

Bank Reconciliation – Webinar

March 29, 2021 #

Adding an Overseas Landlord

March 26, 2021 #


February 12, 2021 #

When you decide to use the financial side of Acquaint for processing transactions and all the client account capabilities, please follow these steps to ensure you are fully prepared and the transition will be as smooth and hassle-free as possible.

Before we start…..

All transactions that you enter into Acquaint need to be against a contact and a property so before starting with the client account you will need to

  • Add your contacts
  • Add your properties
  • Add your tenancies (lettings) , and offers (sales)


Ensure you leave enough time to plan properly for going live. This will vary depending on your knowledge of Acquaint, the complexity and volume of your transactions, how much time you can spare etc. But as a general rule of thumb, allow 4-6 weeks.

Week 1 and 2 – get comfortable with processing transactions, including training and practicing transactions;

Week 3 and 4 – get training on bank reconciliations, and do full parallel run on all transactions;

Week 5 – get ready for going live;

Live date – old transactions are cleared, insert opening balances and start as you mean to go on!


  • Read the document “Acquaint Financial Processes”. This gives an overview of the steps you’ll need to take daily/weekly/quarterly to keep on top of everything.

  • You need to be fully up to speed on the processing of all types of transactions and completely comfortable with them and with the way Acquaint works.  If you’re not quite there yet – organise some training and allow a few weeks to practice them first.

  • Initially, just choose just a few clients and replicate all the transactions for a week or two, comparing the transactions, statements etc. on Acquaint with your current records. Make some mistakes and learn how to correct them.

Helpful videos

Rent Processing

Adding a Booking Deposit

Closing a sale


  • Organise some training on completing bank reconciliations.

  • Next step is to do a full parallel run, ideally for a few weeks, and compare to your current records. You should investigate anything different or unexpected and ensure you’re comfortable with fixing/deleting/editing transactions to ensure they are correct.

  • This should include doing bank reconciliations for this period, running the bank account balance report, and investigating anything different or unusual.

Helpful Videos

Bank Reconcilation

Bank Account Balance Report


  • Decide on the cut-off date

  • At least a week before the cut-off date, look at the client account breakdown, make sure it ties to the bank and clear up any anomalies;

  • Try to transfer all fees, maintenance charges etc. on the final day, to minimise the volume of opening balances you’ll need to input;

  • Arrange in advance for 4Property to clear all transactions up to that date.


  • Compile a full breakdown of the client account bank balances that need to be input into Acquaint;

  • 4Property to clear all transactions;

  • Then enter opening balances – follow this procedure:


(i)  Create one full list (preferably in Excel) of the breakdown of your client account as at the cut-off date, with a total figure that agrees to the bank account balance.  This list should be further broken down by category (e.g. list of tenant deposits held, money due to landlord etc.), and should include Name, Property and Amount.

(ii) Update Acquaint with these balances in line with advice given by Acquaint support.  Use the cut-off date as the transaction date for all balances.

(iii) Run a “bank account balance” report immediately for the cut-off date and ensure that it’s all correct, the total agrees, and there is no variance.

(iv)    Do a bank reconciliation for this day, preferably with the help and guidance of Acquaint support. There should be no variance and no unreconciled items in Acquaint, of any kind.

(v) Then you can start inputting transactions (with transaction date after the cut-off date).

(vi) Do a bank reconciliation for the first full week (or shorter time period if there are a lot of transactions).

(viii) From then on, do a bank reconciliation every week and ensure that any unreconciled transactions are dealt with as soon as possible.

Word Add-in (don’t see tab)

February 9, 2021 #

Calculate Pro-Rata Rent

January 26, 2021 #

Did you know that Acquaint can calculate Pro-Rata rents?

Entering Details for Letter of Engagement

January 19, 2021 #

Adding Block Management Company and Block

January 19, 2021 #

Reporting (Contractor Payments)

January 18, 2021 #

Email all Landlords (requesting info for Form 8-3)

January 18, 2021 #

Letting agents and managers, including internet intermediaries, of premises must file a Form 8-3 return to Revenue. This return must contain details of payments relating to managed premises.

The Form 8-3 must be filed annually in conjunction with the annual Corporation Tax or Income Tax return.

The return must be filed through Revenue’s MyEnquiries in the myAccount facility under the category ‘Third party returns’.

Here is help guide on how to produce a google form to collect any outstanding data you require from your landlords!

Below is how to email all landlords in bulk to request the info from them through AcquaintCRM.

How to produce Form 8-3 for Revenue

January 18, 2021 #

Letting agents and managers, including internet intermediaries, of premises must file a Form 8-3 return to Revenue. This return must contain details of payments relating to managed premises.

The Form 8-3 must be filed annually in conjunction with the annual Corporation Tax or Income Tax return.

The return must be filed through Revenue’s MyEnquiries in the myAccount facility under the category ‘Third party returns’

Not to worry, your AcquaintCRM system already has the ability to pre-populate this form for you! Check out the video below…

Turn on VPN

January 15, 2021 #

Steps – Going live with Client Account

December 15, 2020 #


Ensure you leave enough time to plan properly for going live. This will vary depending on your knowledge of Acquaint, the complexity and volume of your transactions, how much time you can spare etc. But as a general rule of thumb, allow 4-6 weeks.

Step 1 (week 1-2)

Operational training with Ciaran and Eleanor, which includes processing transactions and running statements.  Get comfortable with processing transactions, and how to correct mistakes etc.

Haven’t booked this in yet, click here

Step 2 (week 3-4)

Get first hour’s training on client account and bank reconciliations with Orla, then do a parallel run processing all transactions over a week or two, including completing your own bank reconciliations.

Haven’t booked this in yet, click here

Step 3 (week 4-5)

Prepare to go live. Agree cut-off date, prepare client balance breakdown on cut-off date.

This is the format you will need your opening balances in.

Step 4

Live date!

Old transactions are wiped, insert opening balances.  Further training on doing the first live bank reconciliation, including the client bank account balance report to ensure all transactions are correct. Start as you mean to go on!

Acquaint Anywhere- Adding a contact

December 15, 2020 #

Automatic Responder

December 14, 2020 #

Undo Closing Statement

November 26, 2020 #

Generate a closing statement & invoice (Sales)

November 26, 2020 #

Undo a Bill

November 26, 2020 #

Changing the Owner of a Property

November 26, 2020 #

Undo Statement after Transfer Fees is Run

November 26, 2020 #

Editing Invoice/Receipt/Statement Footers

November 26, 2020 #

Generate Bulk Export File

November 24, 2020 #

Update Rent or Commission Amount

November 24, 2020 #

Renew/Extend a Tenancy

November 24, 2020 #

Adding a Letter Template

November 24, 2020 #

Paying a Charge

November 23, 2020 #

Undo a Statement, Receipt or Invoice

November 23, 2020 #

Unlinking a Split Transaction

November 23, 2020 #

Pay with Credit

November 23, 2020 #

Receive Payment

November 23, 2020 #

Adding Bank Account Details

November 23, 2020 #

Match and Market

November 23, 2020 #

Adding a Solicitor

November 23, 2020 #

Adding a BER

October 2, 2020 #

Webinar- New Homes

October 1, 2020 #

In our latest webinar, Ciaran discusses processing new homes on Acquaint.

The webinar covers:

-Setting up New Homes

-Copying Properties

-Generating New Homes Reports

Webinar- Financial Transactions

September 23, 2020 #

Our latest webinar focuses on Financial transactions, primarily

– Adding Charges

– Invoicing

-Paying Charges

-Adding Products

-Allocating Credits to Debits

-Undoing Transactions

Add Viewing Protocol Content into Emails

June 5, 2020 #

Acquaint – Sales Process

May 19, 2020 #

a Vendor

Add a

a Letter of Engagement

Get Letter of Engagement E – Signed

Acquaint is integrated with Signable which allows you to get your Letters of Enagagements/Leases and any docuement you wish esigned. See our help topic on this here.

Produce a

Upload Property

Acquaint has the ability to upload your listings to various online sources such as Daft, MyHome, PropertyPal and also the likes of Facebook and Twitter. If you would like more info and setting these feeds up, contact us here.

Add Viewings

If you open up the diary page you will see all of your team’s calendars. If you click on a time slot, a list of appointment types will appear. Choose one and then you will need to add contacts and the property to this appointment.

You can then send confirmation emails to all attendees by clicking “send” down the bottom on that dialogue box. This will also jump into your Gmail/outlook calendar once you sync it here.

Log an

Receive a
Booking Deposit


Hopefully, this gives you a good idea of the basics of Acquaint. You can check out our full suite of training videos here. If you need any more guidance or if you have any questions, please don’t hesitate to email us on [email protected].

Acquaint – Daily Financial Process

May 11, 2020 #

Note: This may be a bi – weekly process if you don’t do a lot of management.

1. Look at
the Bank

The first step is to look at your physical bank account. Here is where you will see what monies have come in. Some people print this off or simply have it open on another screen. This makes it easier to start posting into Acquaint.

2. Post in Acquaint

Post rents received through the “Rent Due” screen or receive any booking deposits into the purchaser’s account.

3. Identify any
Unknown Transactions

You may get rent in without a reference so it is best to try identify these as soon as you can.

Top Tip : Share these transactions with the whole team and get them to help identify.

4. Record Cash and Cheques

It is best practice to have a shared spreadsheet to record cash/cheques to track what has been lodged and not.

5. Close and Bill
Work Orders

Once the job is completed and the contractor’s invoice has been submitted, you should move the status of the work order to “closed and billed”.

Note: Attach the contractor’s invoice either in correspondence or on the first page of closed/billed process.

6. Post any
Other Charges

If there are any other charges, make sure to post them against the relevant contacts in Acquaint (e.g. charging a landlord for a new washing machine).

7. Pay Landlords
in Acquaint

Once you have marked the rent as paid that landlord will appear in the “Landlords to pay” section. Tick the landlords you wish to pay and the date you actually paid them and then click “run”.

There is also an option to create a bulk payment file that will allow you to pay all landlords in seconds through the bank.

8. Pay Contractors
in Acquaint

After you have accepted rent and paid the landlord, funds are then available to pay the contractor.

Note: If using the bulk payment file, generate file and save on pc.

9. Pay any Solicitors
or Vendors

If you have closed off a sale and are going to pay the remainder of the deposit over to a Solicitor or Vendor today, then close off the sale in Acquaint.

10. Transfer Fees
in Acquaint

Once you have paid everyone who is due to be paid in Acquaint then you can run “Fees to Transfer” to take your own fees. Tick what fees you are taking and click “run”.

11. Run Cashing
Up Report

The cashing up report will show you all incoming and outgoing transactions to your client account for the dates you choose. This is a great report to print off before you make the transfers in your physical bank account.

12. Make Payments
in the Bank

The cashing up report will identify the payments you need to make to all clients, contractors, and what to transfer to your office account. Make these payments through your internet banking or upload the bulk payment file if you have this facility.

Financial Best Practice

We have created a financial best practice document covering daily, weekly, and quarterly processes. Click below to view.

You can check out our full suite of training videos. If you need any more guidance or if you have any questions, please don’t hesitate to email us on [email protected].

Useful Links: Latest articles and webinars | Request remote support

Acquaint – Rebranding Process

May 6, 2020 #

Note: Please send us an updated version of your new logo so we can update this for your database.

Site Details


Update your

Marketing Email

You can check out our full suite of training videos. If you need any more guidance or if you have any questions, please don’t hesitate to email us on [email protected].

Useful Links: Latest articles and webinars | Request remote support

Acquaint – Property Matching Process

May 1, 2020 #

Add Property

To start you must have the property record entered into Acquaint:

  • Make sure the property has a price, picture and brief description at the very least.
  • Only available properties can be matched to suitable applicants.
  • The Area on the main details page is the area used to match.

Top Tip : Adding “New Homes” as a area group and your developments as areas will allow you to mark interest in applicants requirements.

See how to add add areas and area groups here.

Add Applicant’s Requirements

If you open an applicants record you will see a requirements tab. Here is where you can enter what they are looking for (area , price, bedrooms etc):

  • Agree on a standard within the team ( e.g must at least fill in price, area, bedrooms).
  • For commerical – floor area requirement is useful.
  • For land – land area requirement is useful.

GDPR Marketing Preferences

You will be prompted to send a GDPR marketing preferences email to any new contact you enter into Acquaint (with an email address). This will ask them if it is ok to send them emails/sms/letters etc. Once they tick any of those boxes their profile in Acquiant updates automatically. Only contacts who have given you permission to email with be sent marketing emails.

from a Contact

Click Match on a contact and send them a branded email bulletin with suitable properties.

Matching from a Property

Click Match on a property and email that property to all suitable applicants.

Match and

Click Match and Market and send all suitable properties to all suitable applicants. (who have not been sent that property before)

You can check out our full suite of training videos. If you need any more guidance or if you have any questions, please don’t hesitate to email us on [email protected].

Useful Links: Latest articles and webinars | Request remote support

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