Two-way data sync empowers you and your team to seamlessly manage your inspection process. Let's get started!
About the AppFolio Integration
RentCheck's AppFolio integration enables a seamless two-way data sync between AppFolio and RentCheck. This ensures that your property, unit, and resident information is always up to date in RentCheck while automating inspection and work order processes.
Features included with the integration:
Accurate unit and resident data within RentCheck.
Every 24 hours, unit and resident data is synced directly from AppFolio to RentCheck
Inspection Reports are automatically uploaded to AppFolio. RentCheck syncs inspection reports back to AppFolio for easy access on the property and tenant profiles.
Enable the AppFolio Stack Marketplace
To enable the RentCheck integration in the AppFolio Stack Marketplace, follow these steps:
Access the Stack Marketplace in your AppFolio account and search for "RentCheck"
Select “Manage Connection”
Select “Setup Connection”
Finalize the integration request by enabling the properties you wish to integrate with RentCheck and selecting “Save”
Enable the AppFolio Integration in RentCheck
After enabling RentCheck in the AppFolio Stack Marketplace, we will activate your integration. Please allow up to one business day for the integration to be enabled. Once activated, you will receive an email notification to return to RentCheck to complete your Data Sync Settings for syncing your units and residents.
If you haven't purchased the AppFolio to RentCheck Data Sync Integration, you can easily self-upgrade by visiting the integration page and enabling the integration.
You have two integration options to choose from:
AppFolio Two-Way Data Sync:
Sync property data from AppFolio
Sync resident data from AppFolio
Send completed RentCheck inspection reports to AppFolio
AppFolio Two-Way Data Sync + Work Orders:
Sync property data from AppFolio
Sync resident data from AppFolio
Send completed RentCheck inspection reports to AppFolio
Create AppFolio work orders automatically from RentCheck inspections
Once you've made your selection, click the "Add to plan" button to include the integration in your plan. If you've already enabled RentCheck in the AppFolio Stack Marketplace, watch out for an email notifying you when your integration is live.
Feel free to reach out to us via chat!
Finalize your Data Sync Settings in RentCheck
Completion of the Data Sync Settings within your RentCheck account will sync your units and residents to RentCheck for the first time. These settings allow for additional data filters and authorize RentCheck to begin syncing data with AppFolio.
Property Group Selection:
This selection is optional and can be left blank to sync all properties. If you’re wanting to only import particular properties, select one or more of your AppFolio property groups from the dropdown selection.
You will have access to property groups that you enabled in the AppFolio Stack Marketplace RentCheck Integration. If you do not see your property groups; return to the AppFolio Stack Marketplace, select RentCheck, and review the property groups that are enabled for the integration.
Property Type Selection:
This required selection allows for syncing only your preferred property types. The most common selections are “Single Family” and “Multi-Family” but be sure to include all types that you would like to be imported. Only properties with the selected property types will be added and synced.
Team Assignment:
Map AppFolio properties to RentCheck teams. This selection confirms the team that new units should be added to. If you utilize AppFolio’s portfolio feature; each portfolio can be mapped to a RentCheck team. As new units are added to a particular portfolio, the corresponding RentCheck team will automatically be updated..
AppFolio to RentCheck Unit Sync:
Toggle this sync to green by selecting the indicator on the right. The Unit Sync adds new units from AppFolio and keeps them up to date in RentCheck. On every sync, when a matching unit is found the unit will be updated with new information. Otherwise, a new unit will be created in RentCheck.
AppFolio to RentCheck Building Sync:
Toggle this sync to green by selecting the indicator on the right. The Building Sync adds new buildings from AppFolio and keeps them up to date in RentCheck. On every sync, when a matching building is found, the building will be updated with new information. Otherwise, a new building will be created in RentCheck.
AppFolio to RentCheck Resident Sync:
Toggle this sync to green by selecting the indicator on the right. The Resident Sync imports your tenant directory from AppFolio and includes current and future residents. The Resident Sync imports contact details including email and phone numbers, as well as key lease dates such as lease start, lease end, move-in, renewal, and move-out dates.
RentCheck to AppFolio Inspection Sync:
Toggle this sync to green by selecting the indicator on the right. RentCheck sends completed unit inspection reports back to AppFolio upon completion and approval. Inspection PDF reports will be uploaded to the property in AppFolio, and as an Occupancy attachment, if the resident performs the inspection.
RentCheck to AppFolio Work Order Sync:
Toggle this sync to green by selecting the indicator on the right. Build AppFolio work orders directly in RentCheck from a completed inspection. Once created, work orders populate instantaneously in AppFolio.
Turn on your sync:
Your sync will not activate until you press ‘Save and sync’. Once the sync is saved, please allow a few minutes for your unit and resident data to populate within RentCheck on the Property and Resident pages.
Once your units are added, you’re all set to get started creating and performing RentCheck inspections!
Create AppFolio Work Orders from flags on inspections
With the work order sync you can create AppFolio work orders instantly as you are flagging items for maintenance, either while performing an inspection or during the inspection review process. Save time and address issues faster by getting started on repairs as soon as possible after an inspection is completed.
