Connected Apps: Managing Your Integration
When your property is connected to your accounting platform (CINC Systems, Vantaca, or AppFolio), SmartProperty pulls your financial data on a schedule and keeps it current. The Connected Apps page is where you manage how that data is organized once it arrives.
Getting Connected¶
Integrations are set up together with the SmartProperty team. Contact us to connect your platform. During setup we map each of your associations to its SmartProperty property and confirm the pairings with you.
Finding Connected Apps¶
Open your property and select the Connected Apps tab. The tab appears once your property is integrated, and is visible to Admins, Managers, and Portfolio Admins.
The page header shows which platform your property is connected to, and a View All Transactions link takes you to the synced transaction data.
What Each Tab Does¶
| Tab | What you manage there |
|---|---|
| Schedule | When data refreshes automatically, and a manual Update Now option. |
| Bank Accounts | Which synced bank accounts are Reserve accounts for reporting. |
| GL Funds (Vantaca only) | Which funds count as reserve funds for expenses and income. |
| GL Reporting | Reporting Group assignment and debit/credit orientation per GL code. |
| GL Categories | Mapping reserve expense GL codes to SmartProperty categories. |
Where the Data Shows Up¶
- Transactions lists every synced transaction, with filtering, Excel export, and component assignment.
- Accounts shows synced balances. Balances on integrated accounts are managed by the sync and cannot be edited manually. The integration is the source of truth.
- Dashboard shows Total Reserve Balance and Total Operating Balance from your synced accounts, with a last-updated date. If GL codes or bank accounts still need configuration, the Dashboard shows a notice that links you to the right Connected Apps tab.