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Managing Your Sync Schedule

SmartProperty refreshes your integrated data automatically. The Schedule tab in Connected Apps shows when the last refresh ran and lets you control the automatic schedule.

Checking Sync Status

Open your property, select Connected Apps, then the Schedule tab. You'll see:

  • Last updated from [your platform]: the date of the most recent refresh.
  • Last updated Status: whether that refresh succeeded.
  • The date of the next scheduled refresh.

Refreshing Manually

Select Update Now to pull fresh data immediately. One manual update is allowed in a 24 hour period. If the button is disabled, a refresh has already run today.

Setting the Automatic Schedule

Configure the automatic refresh with three settings:

  1. Number of Months: how far back each refresh looks for transaction data.
  2. Frequency: Daily, Weekly, or Monthly.
  3. Day of the Month: shown when Frequency is Monthly.

A note at the bottom of the tab confirms when the next refresh will run.

What a Refresh Updates

Each refresh pulls your association profile, GL codes, transactions, and bank balances from your platform. Changes made in your accounting platform (for example, corrections during month-end reconciliation) are updated in SmartProperty rather than duplicated.