AppFolio Integration
SmartProperty connects to AppFolio and pulls your association's financial data on a scheduled sync. AppFolio remains your system of record for accounting. SmartProperty uses the synced data to power reserve reporting, project cost tracking, and portfolio analytics.
What Syncs¶
| Data | Detail |
|---|---|
| Association profile | Name and address for each community association. Updated in place when it changes. |
| Bank accounts and balances | Account name, account type, balance, balance date, reserve indicator, and GL account linkage. Each sync adds to your balance history. |
| Chart of accounts | GL codes with names, numbers, and types. |
| GL transactions | Individual income and expense transactions for the last 12 months: date, GL code, debit and credit amounts, description. |
How to Connect¶
SmartProperty is an AppFolio integration partner. The connection is authorized through AppFolio's partner program. Contact SmartProperty to start the connection and we coordinate authorization with AppFolio, then map your associations to SmartProperty properties with you.
Things to Know¶
- Balances from integrated accounts are managed by the sync and are not manually editable in SmartProperty.
- Transactions changed in AppFolio during month-end reconciliation are updated in SmartProperty on the next sync, not duplicated.
Sync Schedule¶
The automatic refresh schedule is configurable per property (Daily, Weekly, or Monthly) on the Connected Apps Schedule tab, and a manual Update Now is available once per 24 hours.