The Propertyware Integration makes life easier by eliminating double data entry between Property Meld and Propertyware. But what information actually gets transferred? This article breaks down the details of what moves between the two platforms.
What We'll Cover:
- Property Meld to Propertyware
- Propertyware to Property Meld
- Using Markup in Property Meld
Property Meld to Propertyware
Only two types of information are sent from Property Meld to Propertyware: work orders and expenses. This data transfer is usually immediate, but if there's a delay, it will sync as soon as possible.
Work Orders (PM → PW):
- Integration Links: Work Order #
- Priority: Priority
- Location: Specific Location
- Meld # / Basic Description / Detailed Description: Description
- Status: Status
- Creation Date: Date Created / Start Date
- Scheduled Date: Scheduled End Date
- Date Completed: Completion Date
- Assigned Maintenance: Assigned Vendors
- Files: Notes & Docs - Documents
- Chat Messages: Notes & Docs - Notes
- Completion Status / Notes / Cancellation / Could Not Complete Notes: Closing Comments
- Resident Presence (Required/Not Required): Authorized to Enter
- Work Log: Time Tracking
- Invoice / Expenditures: Expenses
Expenses (PM → PW):
- Expenditures / Invoices: Bills
- Technician / Vendor: Assigned Maintenance
- Expenditure Date: Due Date
- Assigned Maintenance: Vendor
- GL Account (from Integration Settings): Account
- Total: Amount
- Line Item: Comments
- Notes: Description
Propertyware to Property Meld
The information that flows from Propertyware to Property Meld includes property details, owner information, residents, and more. This data syncs every 4 hours.
Properties (PW → PM):
- Building: Property
- Multi-Unit (Yes or No): Unit
- Maintenance Notice: Unit Notes
- Contacts - Tenant: Resident
- Contacts - Vendor: Vendor
- Contacts - Owners: Owners
Note: Contact information for residents, owners, and vendors is only synced during the initial import and does not update during recurring syncs.
Using Markup in Property Meld
Many property managers add a markup (often 10%) to the maintenance bills they send to owners. For example, if a vendor charges $50, the property manager might charge the owner $55 with a 10% markup.
This feature in Property Meld allows Propertyware users to set a markup or discount on bills created in Propertyware. If "Export Vendor Invoices" is checked, you’ll find two new fields:
- Default Markup/Discount Percentage
- Line Items: Created as bill splits in Propertyware, with the set percentage added or deducted.
A new bill split will be created for each line item to account for the markup or discount.
Invoice Markup/Discount GL Account:
- Any markups or discounts will be credited to this account, typically an income account associated with the property manager's bank account.
Example:
- Markup Set in Property Meld: 10%
- Invoice Total: Two line items totaling $150
- Line Item 1: $100
- Line Item 2: $50
What’s Created in Propertyware:
- Bill Splits:
- Split 1: $110
- Split 2: $55
- Split 3: -$10 (charged to "Invoice Markup/Discount GL Account" in settings)
- Split 4: -$5 (charged to "Invoice Markup/Discount GL Account" in settings)
This setup helps ensure all adjustments are accounted for automatically, saving you time and effort!