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Integrating Aptly with Appfolio API (Plus and Max users)

Use Appfolio API to sync your data to Aptly (for Appfolio Plus and Max users only)

This guide walks you through how to connect your AppFolio account to Aptly using the AppFolio API.

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Important: API access is only available for AppFolio Plus and AppFolio Max customers. Your available features will vary based on your Appfolio subscription.


Understanding API Access by Plan

Before getting started, it’s important to understand what your AppFolio plan supports:

  • AppFolio Plus
    • Read-only API access
    • Data syncs from AppFolio → Aptly only
  • AppFolio Max
    • Read and write API access
    • Enables two-way sync (bi-directional syncing) between AppFolio and Aptly

Step 1: Generate Your API Credentials in AppFolio

To connect AppFolio to Aptly, you’ll first need to generate API credentials.

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Required: You must have the System Administrator user role in AppFolio to complete these steps.

  1. Log in to AppFolio
  1. Click your name in the top-right corner
  1. Select General Settings
  1. Locate and click Manage API Settings
  1. Click Generate New Credentials

Once generated, you’ll receive:

  • Client ID (Key)
  • Client Secret

⚠️ Important Notes

  • You can return to the Manage API Settings page at any time to view your existing credentials.
  • Clicking Generate New Credentials again will invalidate your previous credentials.
    • If your credentials are already connected to Aptly, regenerating them will break your sync.

Step 2: Connect AppFolio in Aptly

Once you have your API credentials, you can connect your account in Aptly:

Notion image
  1. Navigate to your Integrations settings in Aptly
  1. Locate AppFolio
  1. Toggle the integration On
  1. Select Database API
  1. Enter the following:
      • Client ID (Key)
      • Client Secret
      • API URL: https://:insertyourcompanyname.appfolio.com/api/v1/reports

Step 3: Configure Sync Settings

Your available sync options depend on your AppFolio plan.

For AppFolio Plus (Read-Only)

  • Data will sync one-way from AppFolio into Aptly
  • No data will be written back to AppFolio

For AppFolio Max (Two-Way Sync)

You can choose between:

  • Read-Only
    • Data flows from AppFolio → Aptly only
  • Read & Write (Bi-Directional Sync)
    • Changes made in Aptly will sync back to AppFolio
    • Enables full two-way data synchronization

Step 4: Select Optional Sync Data

You can further customize what data is synced:

  • Work Orders
    • Toggle on to sync maintenance data
  • Marketing Data
    • When enabled:
      • Data will continuously sync and update from AppFolio
    • When disabled:
      • Data will only sync initially, then be managed directly in Aptly
  • Applicants
    • Option to sync AppFolio applicants into a separate board
    • Commonly used for reporting purposes

Best Practices

  • ✅ Generate API credentials once and avoid regenerating them after setup
  • ✅ Confirm your AppFolio plan before configuring sync settings
  • ✅ Use read-only mode if you want to prevent unintended updates to AppFolio
  • ⚠️ Only enable two-way sync if your team is aligned on data ownership between systems

Summary

Connecting AppFolio to Aptly via the API allows you to streamline your data flow and reduce manual work. Depending on your subscription, you can choose between a simple read-only sync or a fully integrated two-way sync experience.


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