Integrate your Appfolio data with Aptly! We’re able to sync Buildings, Units, Leases, Vendors, Work Orders, and Contacts so that you can manage your day to day processes with the assistance of automations, tasks, and notifications.
In this article, you will learn:
- How to set up your Appfolio Integration
- Other Appfolio Integration Options
How to Get Set Up with Appfolio
The Aptly team will help set up your Appfolio integration.
First, you'll need to create an Aptly-specific User in Appfolio by following the steps below.
- Create a Special User in Appfolio
- Leasing Reports
- Rental Applications
- Unit Vacancy Detail
- Tenant Reports
- Tenant Directory
- Tenant Tickler
- Delinquency
- Owner and Vendor Reports
- Owner Directory
- Vendor Directory
- Work Order
- Associations Reports (if applicable)
- Homeowner Directory
- Property and Unit Reports
- Rent Roll
- Unit Directory
- Property Directory
Create a user in your Appfolio account using this email address template: companyname@aptly.apmhelp.com. For example, if your company is Properties PM, the user’s email should be propertiespm@aptly.apmhelp.com.
The user’s role should have full access to all of your reports in Appfolio including:
- Send Aptly Support an Email
After adding an Aptly-specific user, email the following to Aptly Support at help@getaptly.com.
Aptly will set up the rest of your integration. It will take about 24 hours for all locational data (Buildings, Units, Vendors, Leases) and contacts to be synced with Aptly.
Other Appfolio Integration Options
While Aptly integrates directly with specific Appfolio data, it’s also possible to obtain other Appfolio data in Aptly. These can be added into Aptly via Email Parser set up in the Inbox.
For any Appfolio notification email that you receive in an Aptly-connected inbox, you can set up an Email Parser to create a card (with specific information from the email) on a designated board. Note: Cards can only be created, not updated with an Email Parser.
We have the following Email Parsers available for Appfolio:
- Appfolio - SMS
- Appfolio Application
- Appfolio Lease Ready for Countersign
- Appfolio Lease Renewal
- Appfolio Move-out
- Appfolio New Lead
- Appfolio New Work Order
- Appfolio Payment Rejected
- Appfolio Phone Call
Frequently Asked Questions
How often does Aptly sync with Appfolio?
Aptly syncs with Appfolio nightly. You can check when the last sync occurred by hovering over the Last Sync button in the bottom left corner of the board.
What reports does the Aptly user need access to?
Tenant Directory, Owner Directory, Property Directory, Tenant Tickler, Delinquency, Vendor Directory
Our Properties or Unit Titles are syncing with odd naming conventions. Can I fix it in Aptly?
The titling of all properties and units are synced exactly how they’re named in Appfolio. For Multiunit properties, the unit title shows as Property - Unit