Integration Overview - Rentvine Integration Overview - Rentvine

Integration Overview - Rentvine

 

The Rentvine and Property Meld integration helps Property Managers eliminate double entry between platforms by syncing property and contact information from Rentvine to Property Meld, and financial information from Property Meld back to Rentvine.

This article outlines what data is exchanged between the two systems, how frequently it syncs, and important notes to consider.

 

What Syncs Between Rentvine and Property Meld

With an active integration, key information moves between Rentvine and Property Meld to reduce duplicate data entry. Here's a high-level overview of what syncs:
 

Rentvine to Property Meld

  • Properties → Properties (every 4 hours) 

  • Units → Units (every 4 hours)

  • Residents & Cosigners → Residents (in Meld) (every 4 hours)

  • Vendors → Vendors (manual - Vendors must be manually imported into Property Meld.)

  • Owners → Owners (every 4 hours)
     

Property Meld to Rentvine

  • Invoices → Bills or Invoices (momentarily after approving in Property Meld)

  • Expenditures → Bills or Invoices (momentarily after approving in Property Meld)

    IMPORTANT: The trigger to export invoices and bills is to "Approve" the invoice in Meld.

 

🔁 Rentvine → Property Meld (Field-Level Sync Breakdown)

The following objects are synced every 4 hours from Rentvine to Property Meld:

Properties*

Rentvine FieldMeld FieldNotes
NameName—
Address, Address 2Address Line 1 and 2—
City, State, ZipCity, State, Postal Code—
Maintenance LimitMaintenance Limit—
Property Maintenance NotesProperty Maintenance Notes—
Property GroupsProperty GroupsAll users and vendors have access to properties, but this access can be restricted once the property groups import
Year BuiltYear Built—
Property Type—Does not sync
Date Warranty ExpiresHome WarrantyIf it exists and is in the future, the property is covered by home warranty, otherwise not
Active/Inactive—Inactive properties don't import, though changing their status in Rentvine post-import won't change status in Property Meld
Current Portfolio—Determines which owners are on the property in Property Meld
Associations (HOAs)—As Associations are just a contact type on a normal property, the property can import, but the Association will not

Units

Rentvine AttributeMeld AttributeNotes
Address fieldsAddress fieldsCan differ from property address in both systems
Unit Name/Code & AddressUnitIf unit name/code exists, it's used; otherwise address 2; otherwise address
City, State, Postal CodeCity, State, Postal CodeNot editable in Meld
Active/Inactive—Inactive units don't import, though changing their status in Rentvine post-import won't change status in Property Meld
Vendor Entry Instructions & Unit Maintenance NotesUnit Maintenance Notes—

Management Company Entry Instructions, Lease Notes

—Does not sync
Lockbox number & description (under Marketing)—Does not sync

Residents & Cosigners*

Rentvine AttributeMeld AttributeNotes
NameFirst Name, Last NameAutomatically split
EmailPrimary Email—
Primary PhoneCell—
Lease Status, Move In, Move Out—Must be moved in on an active lease (according to Primary Lease Status) to be imported, invited, and moved in to Property Meld. A move-in elapsing or being set to the past, on an active lease, moves them in; a move-out elapsing or being set to the past moves them out. Residents are never auto-deactivated.

Owners*

Rentvine AttributeMeld AttributeNotes
NameFirst Name, Last NameAutomatically split
Portfolio Name—Does not sync
Primary EmailEmail—
Primary PhoneCell—
Ownership Percentage—Owners with 0% ownership still sync
PortfoliosProperties—
Active/Inactive—Inactive owners don't import, though changing their status in Rentvine post-import won't change status in Property Meld

Vendors*

Rentvine AttributeMeld AttributeNotes
VendorsVendorsVendors must be manually invited/linked in Property Meld. No fields sync over.

Property Groups*

Rentvine AttributeMeld AttributeNotes
NameName—
PropertiesProperties—
——All users and vendors get access, but that can be edited after import

 

🔁 Property Meld → Rentvine (Attribute-Level Sync Breakdown)

The following data syncs momentarily from Property Meld to Rentvine:

 

Approved Invoices (if selected to sync to Rentvine Bills)

NOTE: if you're syncing invoices to Rentvine Invoices, scroll to the appropriate table

Meld AttributeRentvine AttributeNotes
VendorPayee—
—ReferenceEmpty
Meld #, Brief DescriptionBill Description—
Meld #, Brief Description, Invoice NotesPayment Memo—
Line ItemsChargesRentvine doesn't allow $0 lines, but the rest should make it over
Line Item DescriptionCharge DescriptionShows "Uploaded Invoice" if invoice was uploaded as a file without line items
GL RulesCharge Account—
FileFiles on Bill—
Bill Creation DateBill Date & Due Date—

Approved Bills/Expenditures (if selected to sync to Rentvine Bills; exports upon first approval)

NOTE: if you're syncing bills/expenditures to Rentvine Invoices, scroll to the appropriate table

Meld AttributeRentvine AttributeNotes
Billing ProfilePayee—
Meld #, Brief DescriptionBill Description—
Meld #, Brief Description, and Expenditure NotesPayment Memo—
Line ItemsCharges—
Line Item DescriptionCharge Description—
Line Item TotalLine Item AmountRentvine doesn't allow $0 lines, but the rest should make it over
Line Item Cost—Does not sync
PDF FileFiles on the Bill—
GL Account selected on the Bill form, or GL RulesCharge Account—

Approved Invoices or Bill/Expenditures (if selected to sync to Rentvine Invoices)

NOTE: if you're syncing invoices or bills/expenditures to Rentvine Bills, scroll to the appropriate tables

Meld AttributeRentvine AttributeNotes
Invoice or Bill/ExpenditureInvoice—
FileFileOnly a file is sent; all other fields are populated by Rentvine based on the file, if possible

Vendors

Meld AttributeRentvine AttributeNotes
VendorVendorWhen Nexus connection is made, if vendor doesn't already exist in Rentvine

Melds

Meld AttributeRentvine AttributeNotes
Melds—Do not sync
Work logs—Do not directly sync, but often included in the bill

 

IMPORTANT NOTES:

  • Deactivating Units or Properties in Rentvine does not automatically deactivate them in Property Meld. You’ll need to manually deactivate them if needed.

  • Deactivated Units in Property Meld do not count toward your billed unit total.