So, you've closed that deal and/or approved that tenant, but the record isn't syncing to LeadSimple from your property management software! Here are a few troubleshooting steps to try out:
Verify Property Is Linked to Contact: First, ensure the property record in your property management software is properly linked to the owner and/or tenant record. Without this connection, the record won't sync to LeadSimple as the property controls syncing.
For AppFolio or RentVine Users: Double-check your property groups. If your LeadSimple integration only syncs specific property groups, the property may not be added to any of those groups in your property management software and would be the reason the record isn't syncing. Make sure the property is part of the synced groups. You can confirm the groups that you sync by going to "Settings", then "Integrations", then click on your connected integration, scroll down to "property groups filtering" and check the names of the property groups that you have syncing.
Re-sync Your Integration: The issue could be a sync delay and a light re-sync could solve the issue, so you'll need to:
Navigate to Settings > Integrations, then select your integration.
Click the Re-sync button to initiate a fresh sync.
Wait a few hours and verify that the last sync field is updated with the current date and time. Then, check if the owner record has successfully synced.
Need More Help?
If none of the above steps resolve the issue, reach out to our support team via support@leadsimple.com or the chat box in the lower right corner of your screen and we'll help you out! Be sure to include:
The owner/tenants's name and email
The date you added them to your property management software
A screenshot of their record in your property management software