How Information Flows With an AppFolio Integration

AppFolio → Property Meld

• Property Groups:

  • Property Groups
  • Assigned properties
  • Assigned users → All Meld users are assigned to the imported property group

• Properties:

  • Name → Name; also fills "Unit" field for single-family properties
  • Address 1, Address 2 → Line 1, Line 2
  • City, State, Zip → City, State, Postal Code
  • Type → No effect
  • Status → "Occupied/Vacant" does not affect property import
  • Property Groups → Determines whether the property and its associated objects import
  • Hidden/Unhidden → Hidden properties won't initially import, but Meld won't deactivate them if hidden after import
  • Insurance Expiration → Under consideration
  • Maintenance Notes → Property Maintenance Notes
  • Maintenance Limit → Maintenance Limit
  • Home Warranty (True/False) → Home Warranty (True/False)
  • Year Built → Year Built

• Associations (HOAs):

  • Properties → Same attributes as regular properties above
  • Home Warranty → No effect

• Units:

  • Name → “Unit” field (note: if property is single-family, property name fills the Unit field)
  • Address 1, Address 2 → Line 1, Line 2 (not visible for editing in the Meld UI)
  • City, State, Zip → City, State, Postal Code
  • Unit Specific Notes → Unit Maintenance Notes (if enabled, all non-empty unit-specific notes in AF will overwrite unit maintenance notes in Meld; property notes don't sync to the unit for single-family properties)
  • Photos → Does not import
  • Lease Start/End → No effect

• Residents:

  • First Name, Last Name (both required) → First Name, Last Name
  • Company Name → Does not import
  • Email (first listed) (required) → Primary Email
  • Phone (first listed) → Cell
  • Status (move in/out, purchase/sale date) → Determines whether the resident is attached to a unit
  • Type → Backend control for which resident types import for each AF integration
  • Hidden/Unhidden → Hidden residents likely don't import, but Meld won't delete them if hidden after import

• Association Homeowners:

  • Residents (not Owners!)

• Owners (current):

  • First Name, Last Name, Company Name → Turn into the Owner name (some complexity involved)
  • Email (first listed) → Email
  • Phone (first listed) → Cell
  • Owner Specific Notes → Does not currently import
  • Percent Owned → Owners at 0% may not import

• Internal Users:

  • Downloaded from AF for manual linking; no actual import

• Vendors:

  • First Name, Last Name → Does not import
  • Company Name → Does not import
  • Email (first listed) → Email (may not stay in sync after the first import)
  • Phone (first listed) → Does not import

Property Meld → AppFolio

• Melds:

  • Brief Description, Meld Number, Detailed Description → Description ({{Brief Description}} - {{Meld Number}} {{Detailed Description}})
  • Meld Maintenance Notes → Does not currently sync
  • Presence Required → Permission to Enter (inverse)
  • Priority → Priority
  • Status → See status table
  • Assigned Vendor (if exists), otherwise default vendor set in integration settings (if exists) → Vendor
  • Assigned internal user → Assignees (must have access to the property in AF)
  • Scheduled Start → Scheduled On
  • Files → Attachments / Files
  • Work Category → Does not currently sync
  • Chat → Notes (includes message, sender name, user type, and recipient user types)
  • Completion Notes or Reason For Not Completing → Notes

• Estimates:

  • Does not currently sync

• Invoices:

  • Vendor → Payee (linked vendor required for invoice export)
  • Status → Only Approved invoices export currently
  • Invoice Date → No effect
  • Due Date → Due Date
  • Total Amount → Total Amount
  • Line Item Amount → Line Amount (if the Meld invoice was “uploaded,” this will be the Total Amount)
  • Line Item Description → Description (if the Meld invoice was “uploaded,” it will say “Uploaded Invoice”)
  • Notes → Remarks (truncated to around 255 characters)
  • GL Settings → GL Account
  • Payment Notes → Memo for Check
  • Meld # → Reference (one-time sync)
  • Attachment → Attachments on the bill and work order

• Invoices (as Billable Items on the work order):

  • Line Item Price → Rate (if the Meld invoice was “uploaded,” this will be the Total Amount)
  • Line Item Quantity → Quantity
  • Line Item Description → Statement Description (if the Meld invoice was “uploaded,” it will say “Uploaded Invoice”)
  • GL Settings → Account
  • Notes → Does not currently sync
  • Invoice Date → No effect
  • Status → Only Approved invoices export currently
  • Attachment → Files on the work order

• Expenditures:

  • Line Item Price → Rate
  • Line Item Quantity → Quantity
  • Line Item Description → Statement Description
  • GL Settings → Account
  • Line Item Cost → Does not sync
  • Notes → Does not sync
  • Status → Expenditures only export the first time they're approved. Edits don't export.
  • Expenditure Date → No effect
  • Attachment → Files on the work order

• Work Logs:

  • Agent → Maintenance Tech (if user is linked; otherwise, the work log line will not export)
  • Check-in Date → Date
  • Check-in Time and Check-out Date/Time → No effect
  • Hours → Hours
  • "{Title} - {Description}" → Description