NOTE: This article only applies to Customers with an active integration between Property Meld and Propertyware.
Propertyware may contain a variety of Users for your company. You will need to manually select specific Users to import or link in Property Meld.
As a standard, Property Meld synchronizes data with Propertyware according to these conditions:
- Properties, Units, and Residents - every 4 hours.
- Melds (New or Update) - immediately.
- Vendors - manually.
- Users - manually.
Step 1:
Click your Company Name and then click Integrations Settings.
Step 2:
Click the Propertyware card.
Step 3:
Click the Sync tab; then click SYNC USERS.
Step 4a:
If you have new Users you want to import from Propertyware, click the Sync Action drop-down and select Import.
Click Select All or select the individual Users you would like to sync. You may also click the drop-down menu to the right of the User(s) name and choose their role (Admin, Maintenance, Agent).
NOTE: This page will only show Users that have not been imported or synced.
Step 4b:
If you already have Users in Property Meld that need to be linked to a User in Propertyware, click the Sync Action drop-down and select Link.
The column on the left will show Users in Propertyware and the column on the right will show Users currently in Property Meld.
Select the User you would like to link.
NOTE: Property Meld will attempt to find matches for you automatically but if the Users have a different name in Property Meld you can search instead.
Step 5:
Scroll to the bottom and click SAVE & CONTINUE to import or link selected Users.