Integrating with Rentvine

Aptly integrates with Rentvine via API. It’s fairly simple to set up; all you’ll need handy are two browser tabs - Aptly and Rentvine.

In this article, you will learn:

How to prepare for an Aptly/Rentvine Integration

How to set up the Integration

What to expect

Rentvine Bi-Directional Settings

How to Prepare for an Aptly/Rentvine Integration

Before setting up your integration, you’ll need to grab your API key from Rentvine.

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If you are making the switch from any other property management software to Rentvine, please notify our team so that we can support you in this transition. Email us at help@getaptly.com.

Get your Rentvine API and Secret Key

In your Rentvine account click on your avatar in the upper right corner and click Settings.

Locate Users, Roles, and API and select API.

Add a New API Key.

Title the API Key - Aptly.

Select the Administrator as the Role.

Save.

Copy the API key and secret to use in Aptly.

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If you ever regenerate the API key, you will need to update the key in Aptly.

How to Set Up the Rentvine Integration

In Aptly, you’ll set up the integration by going to a Board.

Click on Card Sources in the Board Settings menu on the left.

Locate Rentvine and click on it.

Paste the API Access Key and Secret in the respective fields in Aptly.

Enter your RentVine URL under API URL. Ex: https://companyname.rentvine.com

Select your sync Options (explanation below).

Select your 2-Way Sync options. We recommend leaving them on Read Only for now. Descriptions are below.

Click Save.

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Data from Rentvine will update in Aptly, however, any changes made in Aptly will not update in Rentvine unless you turn on 2-Way sync (see: 2-Way Sync below). Therefore, it’s recommended that any core changes be made in Rentvine while processes are managed in Aptly. Additionally, if you make an update in Aptly, but do not also update it in Rentvine, the field will be updated to the information in Rentvine in the nightly sync.

What to Expect after Clicking Save

After you save the Rentvine card source, data will start to trickle in.

Here’s what to expect in the next 24-48 hours:

Question	Answer
What information syncs?	• Locations ◦ Buildings ◦ Units ◦ Leases ◦ Vendors ◦ Associations (if Associations is marked) • Contacts ◦ Owners ◦ Residents ◦ Vendors • Work Orders (bi-directional) • Rentvine Custom Fields (if selected in settings)
How long will it take?	Depending on the amount of information that you have in your Property Management System + other Aptly syncs currently in the queue, data should sync in a matter of minutes (may take as long as 30 minutes).
Can I draft leases with Aptly’s screening product?	Yes.
Can I make updates to Locations in Aptly?	Yes - if you turn on 2-Way sync. See 2-Way Sync below.
Can I make updates to Contacts in Aptly?	Not for contacts - Any updates made in Aptly will be overwritten by Rentvine in the nightly sync. If you have any source of truth data (unit addresses, owners, etc.), it needs to be updated in Rentvine. However, any Aptly-specific fields can be maintained in Aptly.
Will the integration work if I don’t have all of the same fields in Aptly?	If a field does not exist in Aptly, but exists in Rentvine, it will be automatically created upon sync. However, if you want to set the fields prior to integration, you can definitely do so.

Rentvine Integration Settings

Options

Rentvine Options	Description
Sync Associations	Select to bring Rentvine Homeowners Associations into Aptly as a Location.
Sync Custom Fields	Select to bring Custom Fields from Rentvine to Aptly. They will update with the sync and are not bi-directional (unless the setting is toggled on for the location under 2-Way Sync).
Enable Address Geocoding	Address Geocoding will require a Google address to be used in any address field. Disabling it will allow manual input of addresses.

2-Way Sync

There is bi-directionality (or 2-way sync) available from Aptly to Rentvine for all Locations - Portfolios, Buildings, Units, Leases, and Work Orders. These settings will need to be turned on in order for it to sync data.

You can update data in Rentvine from Aptly on Portfolios, Buildings, Units, Leases, and Work Orders. These updates will show in Aptly after one of the scheduled syncs throughout the day (unless you’ve enabled webhooks).

When Update/Create or Update Only are selected, any updates made in Aptly will update in Rentvine in real-time.

2-Way Sync Option	Description
Update/Create	Full bi-directionality. Any updates made in Aptly will update in Rentvine in real time. You can create a new portfolio, building, unit, draft lease, or a new work order in Aptly and it will appear in Rentvine.
Update Only	Updates can only be made to existing cards brought over from the Rentvine sync. The updates in Aptly will appear in Rentvine in real time.
Create Only	You can only create new portfolios, buildings, units, leases, or work orders. Any updates made to the cards in Aptly will be overwritten by the Rentvine sync.
Read Only	You will only be able to view data that come over during the Rentvine sync. You can still update Aptly-only fields, however, any Rentvine fields will need to be update in Rentvine.

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When using 2-Way sync, your team must decide where to make most daily changes to prevent accidental data overwrites - Aptly or Rentvine. If you update in both, data could be overwritten. If you set all locations to Update/Create, you can manage all updates directly through Aptly.

Webhooks

Use Webhooks for specific events (Create or Update) for Properties, Units, Leases, and Work Orders to create or update data in Aptly directly from Rentvine immediately.

See: Integrating with Rentvine: Webhooks

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Do you have additional questions or need support with connecting Rentvine? Reach out to Aptly’s expert support team at help@getaptly.com.

How to Navigate Aptly

Integrating with Rentvine: Work Orders

Integrating with Rentvine: Webhooks