In AppFolio's General Settings under Partner Connections, you have the option to select which property groups will export their properties to Property Meld. But what happens when a property belongs to both included and excluded property groups? And how do these settings affect owners and residents who don’t have direct property group associations but are linked to properties within those groups?
Key Points:
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Properties Must Be in an Included Property Group to Export:
- A property must be part of at least one property group marked as "included" to be exported to Property Meld.
- If a property belongs to both an included and an excluded group, it will still export.
- Properties that are only in excluded groups or have no property group association at all will not be exported.
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Owners Follow the Rules of Their Properties:
- Owners linked to a property that is part of an included group will be exported to Property Meld.
- If an owner is associated with multiple properties, they will export if at least one of their properties is in an included group.
- For example, if an owner is linked to two properties (one in an included group and one in an excluded group), the owner will export, but in Property Meld, they will only appear under the property from the included group.
Understanding how AppFolio property group settings affect exports to Property Meld is crucial for ensuring the correct properties, owners, and residents are synced between the two systems. Be sure to verify your property group settings in AppFolio to maintain accurate data in Property Meld.
Feel free to contact our Support Team at support@propertymeld.com if you have any questions or need further clarification!