How to Migrate from PMSync to the Direct API integration with Propertyware

Why It Matters: Our PMSync integration with Propertyware is retiring on July 15, 2024. After that date, your data will stop syncing from your PMSync reports.

Update to the direct integration today to keep your data syncing seamlessly and get access to all our latest features and future updates!

What Do I Need to Do? Simply follow the instructions below to get set up with the direct API integration with Propertyware and merge your data seamlessly! Please follow the instructions carefully.

Where Can I Get Help? We're here to assist so please reach out to support@leadsimple.com and we'll help you out.

This article is relevant to you if you originally integrated your LeadSimple account with Propertyware using PMSync, but recently re-integrated with Propertyware using our direct integration with their API.

If you are a new account and just looking to get started with the direct API integration, go here!

Now let's get to it!

Migration Steps:

Step 1: Upgrade Your Account to the Latest Operations Plan

If you are using PMSync, you are likely still on a legacy Operations plan. You can upgrade your plan at this link:

Update your plan

Step 2: Update Your PMSync Reports to Include IDs

The next step is to update your PMSync reports to include certain IDs we will need to merge your data successfully.

These instructions may look a little intimidating but all you need to do is follow them one step at a time.

IMPORTANT: Do not pause your PMSync integration until you have completed Step 4 to merge your data!

Locate the PMSync Reports in Propertyware

Log into Propertyware and click on Reports in the navigation bar.

Search for the reports that have "PMSync" or "LeadSimple" in the title. You're specifically looking for "PMSync" reports for:

PMSync - Buildings
PMSync - Units
PMSync - Owner Contacts
PMSync - Tenant Contacts
PMSync - Vendors (if you are not syncing vendors to your LeadSimple account, you might not have this report in Propertyware, which is okay; just skip the step for this report)

The reports will likely look something like this:

Next, you'll need to customize each of the following reports to include an "Entity ID" column (see the steps below).

Note: You won't need to update the "Tenant Contacts" report! 🎉

Update the Buildings Report

Click on the buildings report, and then, on the right side, click on "View Report".

You'll need to include "Building Entity ID" which is available under "Building Summary"

After checking the checkbox, click on Save.

You can go back to the main reports page by clicking "Exit".

Update the Units Report

Click on the units report, and then, on the right side, click on "View Report".

You'll need to include "Unit Entity ID" which is available under "Unit Summary"

After checking the checkbox, click on Save.

You can go back to the main reports page by clicking "Exit".

Update the Owner Contacts Report

Click on the "Owner Contacts" report, and then, on the left side, click on "View Report".

You'll need to include "Contact Entity ID" which is available under "Contact Summary"

After checking the checkbox, click on Save.

You can go back to the main reports page by clicking "Exit".

Update the Vendors Report (Optional)

If you are not syncing vendors to your LeadSimple account, you might not have this report in Propertyware, which is okay; just skip the step for this report in that case

Click on the "Vendors" report, and then, on the left side, click on "View Report".

You'll need to include "Vendor Entity ID" which is available under "Vendor Summary"

After checking the checkbox, click on Save.

You can go back to the main reports page by clicking "Exit".

Add a New "Leases" Report

To be able to properly match all of your leases, we'll need to configure a new report: the "leases" report.

Back on the reports page, we'll create this new report. Select the "Leadsimple" or "PMSync" folder in the sidebar, and then click on "New Report" at the top of the page.

Click on Lease Reports, and then Leases. Then, Apply.

We'll need to guarantee we are only sending active leases for this report. On the navbar, click on "Filters" and then guarantee we are filtering by active leases.

After you've confirmed you are correctly filtering your leases, you'll need to configure the report to contain all of the following required fields:

Lease Building

Building
Building Entity ID
Building ID Number

Lease Summary

End Date
Lease Entity ID
Lease Name
Move-In Date
Notice Given Date
Start Date

Lease Tenant Ledger

Current Rent
Rent Unpaid
Total Unpaid

Lease Unit

Unit
Unit Entity ID

Then, save the report:

We also need to schedule the report to go out to PMSync. Click "Email/Schedule"

Make sure to select "Send Later" at the top of the dialog, then click "Scheduled" and set it up in a way that the data will be sent every day. Also make sure to select "Excel" format.

You can obtain the email address you should send this to in your PMSync Integration page.

Save it, and the report is set up! 👍

After you've updated the reports and set up the new "Leases" report you can either:

Wait 1 day for Propertyware to resend us the reports
OR resend us the reports yourself by manually emailing them from Propertyware to the email you can find on your PMSync settings page.

IMPORTANT: Do not pause your PMSync integration until you have completed Step 4 to merge your data!

Step 3: Connect the Direct Data Integration

Next, follow the steps in this article to get the direct integration activated and set up!

Step 4: Merge Your Data & Delete the Old Pipelines

Once your direct integration is setup and syncing and LeadSimple receives the updated PMSync reports from Propertyware, a blue banner will appear on your Propertyware Integration settings page prompting you to merge your data.

Just click that blue button to begin the merge and the tool will take it from there!

You will notice that LeadSimple will have marked your old PMSync pipelines as (Old) Propertyware Owners, etc. Once the merge tool is complete, you can choose to either keep those pipelines or delete them, as all the data will be fully merged into your new records syncing from Propertyware.

🚨 Note: please DO NOT select a pipeline to move the records into when deleting the old PMSync pipelines. Selecting another pipeline will create duplicates in your account. It's okay to leave that field empty so they will be fully deleted as the data has already been merged.

Got stuck? We're here to assist with this process so please reach out to support@leadsimple.com and we'll help you out!