Aptly’s connection to AppFolio is powered by AppFolio Reports. Each integrated board pulls its data directly from a specific report. Before reviewing the list of boards and their linked reports, let’s take a moment to understand how integrated fields work.
Integrated Fields
All integrated fields are notated by a link icon in Card Settings. Hovering over the link tells you the source of the field.
Locations
Locations serve as the source of truth in Aptly. They bring in key information from AppFolio and act as the starting point for many of your workflows.
Buildings
Report | Appfolio Field Name | Aptly Field Name |
Property Directory | Management Fee Type
Management Start/End Dates
Management Flat Fee
Management Fee Percent
Management End Reason
Lease Fee Type
Lease Flat Fee
Lease Fee Percent
Owner Payment Type
Minimum Fee
Reserve
Year Built
Contract Expiration | Management Info Field Group |
Property Directory | Grace Period
Grace Balance
Late Fee Type
Late Fee Base Amount
Late Fee Daily Amount | Leasing Field Group |
Property Directory | Leasing Contact Center | |
Property Directory | Maintenance Limit
Maintenance Notes
Online Maintenance Request Instructions
Home Warranty Expiration
Sq Ft | Maintenance Field Group |
Property Directory | Amenities | Amenities |
Property Directory | Description
Insurance Expiration
Site Managers
Portfolio
Property Type
Owners | Same Title |
Property Directory | Units | Unit Count |
Rent Roll | Units
Residents | Unit Relationship
|
Property Directory | Property Groups | Property Groups |
Units
Report | Appfolio Field Name | Aptly Field Name |
Unit Directory | Advertised Rent
Amenities | Advertised Rent
Unit Amenities |
Unit Directory | Application Fee
Market Rent
Default Deposit
Posting Title
Marketing Description
Bedrooms
Bathrooms
Sq Ft
Rent Status
YouTube URL
Rent Ready
| Marketing Field Group |
Unit Directory | Unit Type
Computed Market Rent
Rentable UID | Same field name |
Rent Roll | Unit with Related Tenant | Stage |
Rent Roll | Status | Status |
Property Directory | Owners | Owners |
Website | Half Baths
Floorplan Name
Available Date
Published for Rent
Photos |
Leases
Report | Appfolio Field Name | Aptly Field Name |
Tenant Tickler | Lease From/To
Move Out Reason | Start/End Date
Move Out Reason |
Tenant Directory | Rent
Deposit
Certified Funds Only
Move-in
Move-out
Late Fee Type
Late Fee Base Amount
Max Daily Late Fees Amount
Last Rent Increase
Next Rent Increase Date
Grace Period
Grace Balance
NSF Fee Amount
Transaction Fee
Status | Rent
Security Deposit
Certified Funds Only
Move-In Date
Move-out Date
Late Fee Type
Late Fee Base Amount
Max Daily Late Fees Amount
Last Rent Increase
Next Rent Increase
Grace Period
Grace Balance
NSF Fee Amount
Transaction Fee
Lease Status |
Rent Roll | Past Due
Rent Status | Past Due
Rent Status |
Delinquency | Amount Receivable
Delinquent Subsidy Amount
0-30
30+
30-60
60+
60-90
90+
Last Payment
Last Payment Amount
Delinquent Rent
Delinquent Notes
In Collections | Same |
Delinquency | NSF Count
Late Count | NSF
Late Payment Count |
Vendors
Directory | Appfolio Field Name | Aptly Field Name |
Vendor Directory | Company Name
Address
Phone Numbers
Email
Send 1099?
Liability Insurance Expiration
Workers Comp Expiration
EPA Certification Expiration
State License Expiration
Contract Expiration | Title
Address
Phone Number
Email
Send 1099
Liability Insurance Expiration
Workers Comp Expiration
EPA Certification Expiration
State License Expiration
Contract Expiration |
Vendor Directory | Name (if added)
Phone
Email | Related Contacts |
Integrated Boards
When you toggle on a report in your AppFolio Integration settings, Aptly will automatically create a new board in your account. Each board is tied to the report you select, and each row in that report becomes its own card.
For example:
- Turning on the Move-Ins report will create a Move-Ins board.
- Each lease with a move-in date will appear as a separate card on that board.
Since this information is already included on the lease card itself, we generally don’t recommend enabling these report boards unless you have a specific use case.
Work Orders
The Work Orders board will import all work orders listed on the Work Order report. Keep in mind:
- The stages on this board reflect the status at the time of the initial sync—they do not update in real time.
- To keep cards moving as work orders progress, you’ll need to set up automations.
- If you want new work orders to appear more quickly, you can also create an Email Parser for AppFolio New Work Orders (See: Email Parsers).
Report | Appfolio Field Name | Aptly Field Name |
Work Order | Job Description
Scheduled Start
Estimated Req On
Estimated On
Work Order Number
Amount
Estimate Amount
Status Notes
Instructions | Description
Scheduled Start
Estimated Req On
Estimated On
Work Order Number
Amount
Estimate Amount
Status Notes
Vendor Instructions |