In order for an owner to sync into LeadSimple, they must have a property attached to them in AppFolio. This is because LeadSimple relies on that property-owner connection to pull over the correct data. Without a property assigned to the owner, the system doesn’t recognize the owner as having an active role to sync.
How to Resolve This:
Check AppFolio: Log in to AppFolio and ensure that each owner you’re trying to sync has a property assigned to them. Without this, syncing won’t occur.
Assign Property to Owner: If you notice an owner is missing a property, you’ll need to assign the correct property in AppFolio. Once this is done, the owner should sync properly into LeadSimple.
Sync Again: After assigning the property, perform a sync within LeadSimple to bring over the updated owner and property information.
Here’s how to manually trigger a sync:
Navigate to Integrations: From your LeadSimple dashboard, go to the Settings menu and select Integrations.
Locate AppFolio: Under the integrations section, find the AppFolio integration.
Sync Data: Click on the icon as shown below to initiate syncing the latest data from AppFolio. This will pull the most recent updates, including property details, tenant information, and any other relevant data.
If you're still experiencing issues after confirming these steps, feel free to reach out to our support team at support@leadsimple.com, and we'll be happy to assist further!