Integration Settings - Propertyware*

NOTE: This article only applies to Customers with an active integration between Property Meld and Propertyware. 

This article explains the details and configuration capabilities of the Propertyware Integration, including:

• Information
• Settings 
• Sync
• Selective Sync
  • Importing
  • Linking

NOTE: 

Propertyware Integrations are not available to all existing Property Meld accounts because there are specific requirements that need to be met by the Customer.

If interested in enabling the Propertyware Integration, please send a request to support@propertymeld.com.

Step 1:

Click your Company Name and click Integrations Settings.

Step 2:

Click Propertyware card.

Information

The Information tab is primarily used for initial setup and configuration which requires assistance from a Customer Success Specialist and starts with Setup API User.  Once integrated, you should not need to access this tab.

If you would like to disable your Propertyware integration, please contact support@propertymeld.com.

Settings 

The Settings tab determines what information will sync between Property Meld and Propertyware. Below are descriptions of each setting. NOTE: Setting may have sub-settings after checking bix.

• Import new units and properties:
  • When checked, Buildings and Units from Propertyware will sync to Property Meld Properties and Units every 4 hours (approximate).
• Include unit maintenance notes:  
  • When checked, the Maintenance Notice field from Propertyware will sync to Property Meld Unit Notes every 4 hours (approximate).
• Import new tenants:  
  • When checked, Contacts - Residents from Propertyware will sync to Property Meld Residents every 4 hours (approximate).
    
• Invite imported tenants:  
  • When checked, Residents synced from Propertyware will automatically receive an invite to Property Meld.
• Import owners:  
  • When checked, Contacts - Owners from Propertyware 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:  
  • When checked, Meld information from Property Meld will sync to Propertyware Work Orders automatically.
  • NOTE:  A maintenance Vendor is required for all exported Melds to ensure all Melds are synced upon creation.
• Never close work orders:
  • When checked, all work orders will export with an "open" status in Propertyware.
  • If not checked, all canceled and completed Melds will export with a "closed" status in Propertyware.
• Default Expenditures/Work Log Vendor (Required)
  • Expenditures and work logs will be synced to Propertyware associated with the selected Vendor.
• Expenditure Statuses (Optional)
  • If Expenditure Statuses are selected, only Expenditures with those statuses will sync to Propertyware.
  • If no Expenditure Statuses are selected, Expenditures in any status will sync to Propertyware.
• Expenditure/Invoice Due Date
  • The default number of days will be set as the due date for Bill in Propertyware.
• Export vendor invoices:  
  • When checked, any Invoices from Property Meld will sync to Propertyware Expenses.
• Invoice GL Account (Required):  
  • A default Invoice GL Account will be associated with all Invoices synced from Property Meld.
• Invoice Statuses (Optional):
  • If Invoice Statuses are selected, only Invoices with those statuses will sync to Propertyware.
  • If no Invoice Statuses are selected, Invoices in any status will sync to Propertyware.
• Default Markup/Discount Percentage (Optional):
  • Line items are created as bill splits in Propertyware. 
  • Each bill split will have XX.XX% added (or deducted if the percentage is negative).
  • A new bill split for each line item will be created to compensate.
• Invoice Markup/Discount GL Account (Optional):
  • Any markups or discounts will be credited to the selected GL Account.
• Bill Portfolio (Optional):
  • All bills created in Propertyware will use this portfolio.
  • If this field is blank (recommended), the portfolio on the bill will be the same as the portfolio of the work order.
• Export combined bill split for invoice line items (Optional):
  • Where invoice exporting would allow for combining invoice line items into a single bill split.