Importing Data - Appfolio Importing Data - Appfolio

Importing Data - Appfolio

During the Onboarding process, you will be required to submit files with your Unit, Property, Tenant, and Owner information.  Following the instructions below is critical to ensure your data is imported correctly and seamlessly into your Property Meld Account.

 

Overview of Steps

  1. Follow the instructions listed here to obtain four (4) reports.
    1. Unit Directory
    2. Tenant Directory
    3. Owner Directory
    4. Property Directory
  2. Upload and send the Excel files to your Customer Success Manager via email.

 

Unit Directory

NOTE: If you would like to segment your Properties in Property Meld, add a Property Group column to your exported Unit Directory and indicate which Property Group each property should belong to.  Refer questions to your Onboarding Lead.

Step 1:

Navigate to Reporting >> Reports.

Unit_1.png

 

Step 2: 

Select the Unit Directory.

Unit_2.png

 

Step 3:

Click Customize.

Unit_3.png

 

Step 4: 

Click Columns, then select the following:

  • Unit Name
  • Property
  • Property Name
  • Property ID (optional)
  • Unit Address
  • Unit Street Address 1
  • Unit Street Address 2
  • Unit City
  • Unit State
  • Unit Zip
  • Unit ID (optional)

NOTE: If Property ID and Unit ID do not appear in your list of options, you can disregard those columns.

image__3_.png

 

Step 5:

Click Grouping. Ensure Do not group rows is selected, then click Update.

image__4_.png

 

Step 6:

Export and save the Report.

Tenant Directory

Step 1:

Navigate to Reporting >> Reports.

Tenants_1.png

Step 2: 

Select the Tenant Directory.

Tenants_2.png

 

Step 3:

Click Customize.

Tenants_3.png

 

Step 4: 

Click Columns, then select the following:

  • Property
  • Unit
  • Tenant
  • Phone Numbers
  • Emails
  • Tenant Street Address 1
  • Tenant Street Address 2
  • Tenant City
  • Tenant State
  • Tenant Zip
  • Property Name
  • Property ID
  • Property Address
  • Property Street Address 1
  • Property Street Address 2
  • Property City
  • Property State
  • Property Zip
  • Tenant ID
  • Unit ID
  • Move-in
  • Move-out
  • Lease From
  • Lease To

 

Tenant_Directory.png

 

Step 5:

Click Grouping. Ensure Do not group rows is selected, then click Update.

image__4_.png

 

Step 6:

Export and save the report.

Property Directory (for Warranty, Insurance, Approval Limits, Notes)

Step 1:

Navigate to Reporting >> Reports.

Propert_1.png

 

Step 2:

Select the Property Directory.

Property_2.png

 

Step 3:

Click Customize.

Property_3.png

 

Step 4:

Click Columns, then select the following:

  • Property Street Address 1
  • Property
  • Property Name
  • Property ID
  • Property Address
  • Property Street Address 2
  • Property City
  • Property State
  • Property Zip
  • Home Warranty Expiration
  • Maintenance Notes
  • Insurance Expiration
  • Maintenance Limit

Property_Directory.png

Step 5: 

Click Grouping. Ensure Do not group rows is selected, then click Update.

image__4_.png

 

Step 6:

Export and save the report.

Owner Directory

Step 1:

Navigate to Reporting >> Reports.

Owner_1.png

 

Step 2: 

Select the Owner Directory.

Owner_2.png

 

Step 3: 

Select Customize.

Owner_3.png

 

Step 4: 

Click Columns, then select the following:

  • Name
  • Phone Numbers
  • Email
  • Properties Owned
  • Properties Owned IDs

Owner_Directory.png

 

Step 5: 

Click Grouping. Ensure Do not group rows is selected, then click Update.

image__4_.png

 

Step 6:

Export and save the report.

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