NOTE: This article only applies to Customers with an active integration between Property Meld and AppFolio.
AppFolio contains many Vendors (e.g. maintenance-related and not maintenance-related), you will need to manually select specific Vendors to import (add and invite new Vendor) or link (associated with existing Vendor) in Property Meld. After following the below steps, newly added Vendors will receive an email invitation to register as a Vendor from Property Meld.
Step 1:
Click Vendors and then click Create Vendor.
Step 2:
Select Invite and link vendor and search for vendors to sync under Filter Vendors.
Step 3:
Check vendor(s) you wish to invite and link and then click Invite and Link Vendors.
NOTE: Only Vendors that have not been Imported or Linked are searchable and/or displayed on the above screen.
Property Managers can also selectively link and invite vendors from the Integration Settings area under Account Settings.
Step 1:
To access Integration Settings, click on your company name and then click on Integrations Settings.
Step 2:
Click the appfolio card.
Step 3:
Click Sync.
Step 4:
Click SELECT VENDORS.
Step 5:
Search for vendors to sync un Vendor Search.
Step 6:
Select vendor and click Invite and Import & Sync.