Synopsis

1. Buildium syncs portfolio and contacts to Property Meld

2. Maintenance happens in Property Meld

3. Property Meld syncs bills to Buildium

4. Accounting happens in Buildium

NOTE: 

For each object, we must keep one source of truth, Buildium or Property Meld. So even though the integration is "two way", for any given object it's only one way.

For example, updating a property in Meld does not update it in Buildium, and updating an invoice in Buildium does not update it in Meld.

 

NOTE: Right-click images to open in new tab for better viewing.

 

Vendor Submits Line Item Invoice

 

Vendor uploads their own invoice file

 

Expenditures

 

Buildium Integration Details

• Import new units and properties:
  • Properties and Units from Buildium will sync to Property Meld Properties and Units every 4 hours (approximate).
• Import new tenants:  
  • Tenants from Buildium will sync to Property Meld Tenants every 4 hours (approximate).
    
• Invite imported tenants:  
  • Tenants synced from Buildium will automatically receive an invite to Property Meld.
• Import owners:  
  • Owners from Buildium will sync to Property Meld Owners every 4 hours (approximate).
  • NOTE:  Owners will not automatically be invited nor will their notifications be enabled upon import.
• Export melds:  
  • Melds do not currently sync to Buildium.
• Export vendor invoices:  
  • Invoices from Property Meld will sync to Buildium Bills (linked vendor required for invoice export). NOTE: the trigger to export invoice is to 'Approve' the invoice in Property Meld.
• Invoice attachments:
  • Invoice PDF attachments will sync to Buildium Files.
• Expenditures:
  • Expenditures will sync to Buildium Bills.
• Expenditure attachments:
  • Expenditure attachments will sync to Buildium Bills.

Invite and Link Vendors

By selecting NEW VENDOR, you will be able to view those vendors that have not synced and make corrections in Buildium as needed.

NOTE:  Only vendors that are not already successfully Linked or Imported into Property Meld will appear here.

 

Step 1:

To select vendors to invite and link, click NEW VENDOR.

 

Step 2:

NOTE:  Only Vendors that have not been Imported or Linked are searchable and/or displayed on this screen.

Select Invite and link vendor.

From here, search and select one, many, or all Vendors (with valid email address) to Import from Buildium into Property Meld.

Click SAVE & CONTINUE to Import selected Vendors.  Each of the Vendors imported will receive an email invitation to register their account with Property Meld.

 

 

NOTE: Vendors can also be invited without linking, but invoices for unlinked vendors will not sync to Buildium.