To update your property—and optionally your tenant—data automatically, AppFolio scheduled reports are sent to zInspector every morning. Sometimes you may need your AppFolio changes to update more quickly so that you can work with the recently updated data in zInspector. Fortunately, it’s easy to perform a quick-sync of properly synced AppFolio reports with zInspector.
If you have not already configured your AppFolio Scheduled Reports, please stop.
Refer to article 11.5 Automatic, Daily AppFolio Sync to perform or confirm your property sync and 11.5.1 Automatically Sync AppFolio Tenant / Lease Data to perform or confirm your tenant sync.
If your Scheduled Reports are properly configured, you can easily quick-sync recent updates in just a few minutes. You will simply forward the previously scheduled AppFolio property and/or tenant reports to your secure zInspector input addresses (a.k.a. your import /sync ID). Here’s how it works:
1. In AppFolio, click on Reporting then Reports. Scroll down to Saved Reports.
a. To quick-sync your property data: select zInSync (i.e., your previously scheduled property report—you may have named it something else) to open it.
b. To quick-sync your tenant data, select zTenantSync (i.e., your previously scheduled tenant report—you may have named it something else) to open it.
2. In the opened report, click on Actions then Email…
3. In the Customize Report window, paste your import/sync ID into the Email Body field, edit as needed (see below) and then paste it into the Recipients field.
a. For the property report, the sync ID should have this format: firstname.lastname@example.org (i.e., the original format, found here under Import / Sync ID).
b. For the tenant report, the sync ID should have this format: email@example.com (i.e., once the originally formatted ID is pasted into the Email Body field, change “unit” to “tenant”).
4. Now, paste the original (property) sync ID –OR– the edited (tenant) sync ID into the Recipients field as needed.
5. Change the format to CSV.
6. Click Send.
Give zInspector about five minutes to receive and process either emailed report. On the Accounting Integration page, the Last Sync Change date and timestamps will update to reflect the latest sync when it finishes processing.
You can then repeat the above steps as needed for the other sync type, as needed.
Having trouble with a sync? zInspector can help. Please email us at firstname.lastname@example.org.