The Propertyware Integration makes life easier by eliminating double data entry between Property Meld and Propertyware. But what information actually gets transferred? This article breaks down the details of what moves between the two platforms.
What We'll Cover:
- Property Meld to Propertyware
- Propertyware to Property Meld
- Using Markup in Property Meld
Property Meld to Propertyware
Only two types of information are sent from Property Meld to Propertyware: work orders and expenses. This data transfer is usually immediate, but if there's a delay, it will sync as soon as possible.
Work Orders (PM → PW):
- Property/Unit: Location (changing the Location in Propertyware will revert the next time the Meld syncs)
- Integration Links: Work Order #
- Priority: Priority
- Location: Specific Location
- Meld # / Basic Description / Detailed Description: Description
- Status: Status
- Creation Date: Date Created / Start Date
- Scheduled Date: Scheduled End Date
- Date Completed: Completion Date
- Assigned Maintenance: Assigned Vendors
- Files: Notes & Docs - Documents
- Chat Messages: Notes & Docs - Notes (open, not private)
- Completion Status / Notes / Cancellation / Could Not Complete Notes: Closing Comments
- Resident Presence (Required/Not Required): Authorized to Enter
- Work Log: Time Tracking (one-time push when Meld is finished, as Propertyware doesn't support updates via API)
- Invoice / Expenditures: Expenses
Vendor Invoices (PM → PW):
- Invoices: Bills
- Vendor: Vendor
- GL Account (from Integration Settings): Account
- Total: Amount
- Line Item: Comments
- Notes: Description
- Markup (from Integration Settings): Markup
- Meld #: Bill Reference #
- External Vendor Invoice #: Does Not Sync
- File: Attachment on the bill
Expenditures/Bills (PM → PW):
- Expenditures: Bills
- Billing Profile or Default Vendor from settings: Vendor
- Expenditure Date: Due Date
- GL Account: Account
- Total: Amount
- Line Item: Comments
- Notes: Description
Vendors (PM → PW):
- Vendor: Vendor (when Nexus connection is made and vendor doesn't already exist in PW)
Propertyware to Property Meld
The information that flows from Propertyware to Property Meld includes property details, owner information, residents, and more. This data syncs every 4 hours.
Properties (PW → PM):
- Building: Property
- Multi-Unit (Yes or No): Unit
- Unit Maintenance Notice: Unit Notes
- Contacts - Resident: Resident (Name, Email)
- Contacts - Vendor: Vendor
- Contacts - Owners: Owners (Name, Email)
- Portfolio: Does not import, but is used to associate properties and owners
- Move In/Out Date: Determines whether resident is attached to unit. Lease dates and deactivating/deleting a resident do not affect this. Residents without a current lease will import to Property Meld but not be invited.
Note: Contact information for residents, owners, and vendors is only synced during the initial import and does not update during recurring syncs.
Using Markup in Property Meld
Many property managers add a markup (often 10%) to the maintenance bills they send to owners. For example, if a vendor charges $50, the property manager might charge the owner $55 with a 10% markup.
This feature in Property Meld allows Propertyware users to set a markup or discount on bills created in Propertyware. If "Export Vendor Invoices" is checked, you’ll find two new fields:
- Default Markup/Discount Percentage
- Line Items: Created as bill splits in Propertyware, with the set percentage added or deducted.
A new bill split will be created for each line item to account for the markup or discount.
Invoice Markup/Discount GL Account:
- Any markups or discounts will be credited to this account, typically an income account associated with the property manager's bank account.
Example:
- Markup Set in Property Meld: 10%
- Invoice Total: Two line items totaling $150
- Line Item 1: $100
- Line Item 2: $50
What’s Created in Propertyware:
- Bill Splits:
- Split 1: $110
- Split 2: $55
- Split 3: -$10 (charged to "Invoice Markup/Discount GL Account" in settings)
- Split 4: -$5 (charged to "Invoice Markup/Discount GL Account" in settings)
This setup helps ensure all adjustments are accounted for automatically, saving you time and effort!