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How to Upload Unit and Resident Information from AppFolio
How to Upload Unit and Resident Information from AppFolio

Steps to download unit and resident information from AppFolio for import to RentCheck

Brett Perry avatar
Written by Brett Perry
Updated over a week ago

To get started using RentCheck, it’s important to get your units and residents uploaded.

Let’s take a look at how to pull your Unit Directory and Resident Directory files from AppFolio for uploading to RentCheck.


Creating the Unit Report

1) Navigate to AppFolio's Reports page, then find the Unit Directory report listed under Property and Unit Reports.

2) Customize the report to match RentCheck's integration requirements. If the report does not match the below, the sync will be disrupted and fail to upload. Move through Filters, Columns, and Grouping following the below instructions. Once complete, select Update.

Filters: For the Units field, select "Show Active Units"

Columns: All below items must be selected to properly customize the report.

Bedrooms

Unit Street Address 2

Unit Zip

Bathrooms

Unit City

Unit Type

Unit Street Address 1

Unit State

Unit ID

Note: If the Unit ID is not an available option, disregard this field. It is not a required field for the initial unit upload.

Grouping: Select "Do not group rows"

3) Once the report is created, select "Actions" at the top of the screen, then select "Export as CSV". Now, you are ready to upload your units to your RentCheck account.

Navigate to your RentCheck account, navigate to the Properties tab. Select "New Property", then "Upload Units". Upload the CSV file that was previously exported from AppFolio.

Expect units to be uploaded to your account within 24 hours of upload!



Creating the Resident Directory

1) Navigate to AppFolio's Reports page, then find the Tenant Directory report listed under Tenant Reports.

2) Next, let's build the custom report. It is required to build the report exactly as listed below to be sure that data is synced accurately.

3) Once the report is created, select "Actions" at the top of the screen, then select "Export as CSV". Now, you are ready to upload your residents to your RentCheck account.

Navigate to your RentCheck account, navigate to the Residents tab. Select "New Residents", then "Upload Residents". Upload the CSV file that was previously exported from AppFolio.

Expect residents to be uploaded to your account within 24 hours of upload!

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