Integration Settings - Rent Manager*

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

 

This article explains the details and configuration capabilities of the Rent Manager Integration.

 

Step 1:

Click on your Company Name and then click on  Integration Settings.

 

Step 2:

Click Configure on the Rent Manager card.

 

Information

The Information tab is primarily used for initial setup and configuration which requires assistance from a Customer Success Specialist and occurs during the Onboarding process.

Once integrated, you should not need to access this tab. If you would like to disable your Rent Manager integration, please contact support@propertymeld.com.

 

Settings 

The Settings tab determines what information will sync between Property Meld and Rent Manager.

Below are descriptions of each setting.

• Import new units and properties:
  • When checked, Properties and Units from Rent Manager will sync to Property Meld Properties and Units every 4 hours (approximate).
• Include unit comments in import:
  • When checked, Comment from the Rent Manager Unit will sync to Property Meld Unit Notes every 4 hours (approximate).
• Import new tenants:  
  • When checked, all residents with the primary box checked in the options section of Rent Manager will sync to Property Meld Tenants every 4 hours (approximate). 
    
• Import tenants matching applicant types: (NOTE: The primary contact on a resident in Rent Manager is always imported to Property Meld regardless of their Applicant Type.)
  
  • When checked, only the Tenants from Rent Manager matching the selected applicant types and all primary contacts will sync to Property Meld Tenants. 
  • If left unchecked, only residents with the Primary check box checked in Rent Manager will sync to Property Meld Tenants every 4 hours (approximate).
• Invite imported tenants:  
  • When checked, Tenants synced from Rent Manager will automatically receive an invite to Property Meld.
• Import owners:  
  • When checked, Owners from Rent Manager 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.
• Import property groups:
  • When checked, Property Groups from Rent Manager will sync to Property Meld every 4 hours (approximate).
  • NOTE:  You can elect to assign all, specific, or no company users to Property Groups upon import.
• Export melds:  
  • When checked, Meld information from Property Meld will sync to Rent Manager Service Issues automatically.
• Work Logs:
  • When checked, work logs on the meld sync to History / Notes in Rent Manager under the Service Issue.
• Export Vendor invoices to Rent Manager:  
  • When checked, vendor invoices from Property Meld will sync to Rent Manager Vendor Bill in Rent Manager.
• Inventory Item Name from Rent Manager is required for successful sync.
• Invoice Statuses:
  • Only invoices matching the selected Property Meld invoice statuses will sync to Rent Manager.
  • NOTE: If no invoice statuses are selected then all invoices will be synced.

 

Sync

Property Meld will automatically sync Properties, Units, Tenants, and Owners from Rent Manager every 4 hours.

NOTE: Vendors and Users must be manually selected and synced.  Refer to How to Sync Vendors and How to Sync Users for instructions.

Selective Sync

By selecting SYNC PROPERTIES, SYNC UNITS, SYNC TENANTS, or SYNC OWNERS, you will be able to view those entities that have not synced and make corrections in Rent Manager as needed.

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

Disconnect Units

By selecting DISCONNECT UNITS, you will be able to view the number of deleted or disconnected units in Rent Manager that have not been removed from Property Meld. For more information on disconnecting units, see How to Disconnect Units.

 

Melds

The Melds tab allows you to customize how Property Meld Statuses, Priorities and Categories will appear as in Rent Manager. 

You can also determine which statuses will close a Service Issue in Rent Manager.

For the detailed article on customizing Meld Statuses and Priorities, see How to Map Statuses, Priorities, and Categories - Rent Manager.

 

Logs

Property Managers with an Admin User Role can now effortlessly view Property Meld export error logs directly within the Property Meld platform. This new feature empowers you to swiftly identify and resolve issues on your own, ensuring smoother operations and enhanced efficiency. Take control and keep your property management running seamlessly!

 

Integration FAQs

Q: Why don't some of my units appear to be importing from Rent Manager?

A: When syncing the units from Rent Manager to Property Meld, make sure the following fields are always entered in Rent Manager. In Rent Manager, these required fields are located under Unit >> General >> Address Details.

• Street
• City
• State
• Postal Code

If any of these fields are empty, Property Meld may not recognize the units, causing them to not sync.