LeadSimple can now sync your Owners, Tenants, Vendors, Properties, and Units from Appfolio, and keep them up to date automatically. Here's how to set that up.

Start the integration in LeadSimple. Go to Settings > Integrations > PM Sync.

NOTE: you can choose to leave a given pipeline blank if you don't want to import those relationships yet. This setting can be changed later.

Setup in Appfolio

Navigate to the reports section in your Appfolio account.

Tenant Directory

Navigate to the Tenant Directory report in Appfolio.

Set the Tenant Status filter to:

  • Current
  • Notice

Set the Columns to:

  • Property
  • Unit
  • Tenant
  • Status
  • Tenant Type
  • Phone Numbers
  • Emails
  • Move-In
  • Lease To
  • Rent
  • Deposit
  • Tenant Tags
  • Lease From
  • Last Lease Renewal
  • Move-out

Save the Report Layout:

  1. Click Actions > Save Layout.
  2. Call it "PMSync - Tenant Directory"
  3. Save it.

Schedule the report to be automatically emailed daily:

  1. Click Actions > Schedule.
  2. Schedule Name: PMSync - Tenant Directory
  3. Make sure to select CSV as the format (see below)
  4. Recipients: <Enter the pmsync.io email address from LeadSimple>
  5. Message: Tenant directory (this doesn't matter but expects some text to be entered)

Note: you can find the pmsync.io email address by clicking the link below on the PMSync setup page in LeadSimple.

Property Directory

Navigate to the Property Directory report in Appfolio and click Customize:

Set the Columns to:

  • Property
  • Management Start Date
  • Management End Date
  • Management End Reason
  • Year Built
  • Property Type
  • Property Street Address 1
  • Property Street Address 2
  • Property City
  • Property State
  • Property Zip
  • Portfolio

Save the Report Layout:

  1. Click Actions > Save Layout.
  2. Call it "PMSync - Property Directory"
  3. Save it.

Schedule the report to be automatically emailed daily:

  1. Click Actions > Schedule.
  2. Schedule Name: PMSync - Property Directory
  3. Make sure to select CSV as the format
  4. Recipients: <Enter the pmsync.io email address from LeadSimple>
  5. Message: Property directory (this doesn't matter but expects some text to be entered)

Unit Directory

Navigate to the Unit Directory report in Appfolio, and click Customize.

Set the Grouping section to:

  • Do not group rows

Set the Columns to:

  • Property
  • Unit Name
  • Market Rent
  • Default Deposit
  • Sqft
  • Bedrooms
  • Bathrooms
  • Unit Street Address 1
  • Unit Street Address 2
  • Unit City
  • Unit State
  • Unit Zip

Save the Report Layout:

  1. Click Actions > Save Layout.
  2. Call it "PMSync - Unit Directory"
  3. Save it.

Schedule the report to be automatically emailed daily:

  1. Click Actions > Schedule.
  2. Schedule Name: PMSync - Unit Directory
  3. Make sure to select CSV as the format
  4. Recipients: <Enter the pmsync.io email address from LeadSimple>
  5. Message: Unit directory (this doesn't matter but expects some text to be entered)

Owner Directory

Set the Columns to:

  • Name
  • Phone Numbers
  • Email
  • Properties Owned
  • Street Address 1
  • Street Address 2
  • City
  • State
  • Zip

Save the Report Layout:

  1. Click Actions > Save Layout.
  2. Call it "PMSync - Owner Directory"
  3. Save it.

Schedule the report to be automatically emailed daily:

  1. Click Actions > Schedule.
  2. Schedule Name: PMSync - Owner Directory
  3. Make sure to select CSV as the format
  4. Recipients: <Enter the pmsync.io email address from LeadSimple>
  5. Message: Owner directory (this doesn't matter but expects some text to be entered)

Vendor Directory

Navigate to the Vendor Directory report in Appfolio and click Customize.

Set the Columns to:

  • Name
  • Company Name
  • Phone Numbers
  • Email Address
  • Contract Expiration
  • Street Address 1
  • Street Address 2
  • City
  • State
  • Zip

Save the Report Layout:

  1. Click Actions > Save Layout.
  2. Call it "PMSync - Vendor Directory"
  3. Save it.

Schedule the report to be automatically emailed daily:

  1. Click Actions > Schedule.
  2. Schedule Name: PMSync - Vendor Directory
  3. Make sure to select CSV as the format
  4. Recipients: <Enter the pmsync.io email address from LeadSimple>
  5. Message: Vendor directory (this doesn't matter but expects some text to be entered)

Congratulations, you're finished!

If you've followed these instructions, the first report from Appfolio will be emailed automatically tomorrow morning, and shortly after that will be synced with your LeadSimple account. The sync will occur automatically going forward, and changes will be reflected in your account.

If you have any questions related to this, please contact support@leadsimple.com, and we'll be happy to assist you.

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