The Rent Manager integration helps eliminate double data entry between Property Meld and Rent Manager. But what information is actually transferred between the two? This article breaks down all the details of what moves between Property Meld and Rent Manager.
What We'll Cover:
- Rent Manager to Property Meld
- Property Meld to Rent Manager
Rent Manager to Property Meld (RM → PM)
Information synced from Rent Manager to Property Meld includes properties, residents, vendors, users, and owners. This sync occurs every 4 hours, so updates might not be immediate.
Properties & Units:
- If a unit or property is deactivated/deleted in Rent Manager, no changes will be made in Property Meld. All deactivation must be done manually.
- Full Name → (Property) Name
- Short Name → Does not sync
- Address Details → (Property) Address Line 1, City, State, Postal
- City → (Property) City
- Unit Comments → Unit Maintenance Notes
- Property Type → No effect. Types like "association" still import
- Year Built → Does not sync
Property Groups:
- Name → Property Groups Page
- Users → Since Rent Manager doesn't assign users to property groups, there's an integration setting for this
- Linked property groups that were deleted in Property Meld will re-import upon next sync
Residents:
- Residents are synced based on their move-in and move-out dates in Rent Manager. Lease dates, deleting a lease, and deleting a resident do not affect move-in/out.
- Name → Name (Initial sync only)
- Email → Email
- Phone Numbers → Phone Numbers
- Applicant Type → Determines which residents import, according to integration setting
Vendors:
- Email → Email Address
Users:
- Email → Email Address
Owners:
- Name → Name
- Email → Email
- Home, Cell, Work → Cell, Home, Business
Property Meld to Rent Manager (PM → RM)
The data synced from Property Meld to Rent Manager includes Melds, uploaded files, expenditures, and invoices. Most of these updates should appear instantly in Rent Manager.
Melds → Service Issue Tab:
- Melds will show up in the Service Issue tab in Rent Manager. The Meld status and category can be customized to match what you need in Rent Manager.
Note: If you are an existing Property Meld customer before integrating, only open and future Melds will sync to Rent Manager; completed Melds will not.
Data Synced:
- Priority → Priority
- Status → Status
- Category → Category
(See status, priority, and category mappings below)
Meld Chat → History/Notes:
- Date/Time of Message → Date
- Messages from Residents, Owners, etc. → Note
Meld Files → History/Notes:
- Date file was uploaded to Meld → Date
Expenditures → Work Orders on the Service Issue:
- Property → Property
- Unit → Unit
- RM Item → Item
- Description → Description
- Quantity → Qty (deducts from inventory item)
- Cost → Cost
- Price → Sale Price
- Total → Total
Invoices → Work Orders & Bills:
- Each invoice creates a Work Order on the Service Issue as well as an attached Vendor Bill
- PDF of Invoice → Bills (PDF of invoice)
Melds Internal Work Logs → History/Notes:
- Agent → User
- Check-In → (Details) Check-in
- Check-out → (Details) Check-out
- Hours → Hours
- Title → Note
Vendors → Vendors:
- When a vendor is connected via Nexus who doesn't already exist in RM
Meld Updates to Rent Manager:
- Issue → Meld Brief Description + Meld Number
- Description → Meld Detailed Description + Link to Meld + Meld Number
- Resolution → Final status (manager canceled/completed/resident canceled) + Completion notes (if applicable)
- Assigned To → Assigned to either:
- The Property Meld API user (“propertymeld-PTR” in Rent Manager), or
- A linked RM user, if the meld is assigned internally.
- Vendor → Linked vendor will appear here
By keeping everything in sync, this integration ensures a seamless flow of information between Property Meld and Rent Manager, saving you time and effort!