Propertyme Service M8 Self Setup Guide
Overview
Prerequisites
Before you begin, ensure you have:
- An active SyncEzy account.
- Valid PropertyMe login credentials provided by your property management client. Alternatively, you can add your property agent to your SyncEzy account. Refer to this guide for instructions on adding a user in the SyncEzy portal.
- You can either add the property agent to your SyncEzy account, or
- Share your SyncEzy credentials with your property agent and ask them to connect the account on your behalf.
- Admin Access to your destination ServiceM8 application.
Configuring the Setup
1. Click "My Integrations"
2. Click "Details"
3. Click "Connect" to connect Property Me
4. Eneter PropertyMe Manager Credentials
5. Click "Allow" to connect.
6. After connection, ServiceM8 connection page appears. Click "Connect" .
7. Enter ServiceM8 credentials
8. Click "Allow" to connect Service M8
9. The page will then switch to Configuration. Click "PropertyMe Label Configuration "
10. Select One of Three options
Select One of the Three options :
Option 1: Send all Properties
Description: Syncs every property to Servicem8,no filters applied
Example: Managing 100 properties? All will be synchronized with Servicem8
Option 2: Exact Label Match
Description: Syncs properties with labels that match exactly what you specify, case-sensitive
Example: Enter "SafetyFirst"; only properties labeled precisely "SafetyFirst" will sync. Variants like "SafetyFirst_SmokeAlarm_Inspection" won't
Option 3: Partial Label Match
Description: Syncs properties with labels that contain the specified word or phrase, not case-sensitive
Example: Enter "SafetyFirst"; labels including "SafetyFirst_SmokeAlarm_Inspection", "SafetyFirst_Electrical_Inspection", or "SafetyFirst_Gas_Inspection" will sync
We recommend user to go for Option 2 or Option 1
Here in this example we have used Option 2
11. Copy label for which you wish to sync properties.
12. Enter the label name and press "Enter" key
13. Click "Submit"
14. Click "Propertyme Admin User selection" and Choose your PropertyMe admin
15. Click "Submit"
16. Click "ServiceM8 Parent Client Selection"
17. Enter Client Name (you can add first name of client or Full name) and Click "Search". It will load related customer from your ServiceM8
18. Click "Select" from the list of client appear
19. Click "Final Confirmation" to complete the connection configuration
20. The app Dashboard will appear showing Username for both apps and Total active property count and Synced property count.
21. Go to "Property Pairing" tab. Default paired field are available, you can click on "Add field" button to add more fields.
22. After adding new fields to pair , click on green check Mark to finalize field.
23. Go to Contact Pairing tab and add field if you would like to pair.
24. Once Paired , please go to "Sync Now" tab and Click "Sync Now" once. You just have to click it once to start the intial sync, after that it's automatic always.
25. You can visit the "Sync Status" tab to check the status of sync.
26. You can see the Total number of properties syncing through the portal once sync starts
You have now setup your integration and sync has started.
How to check your properties being synced
28. To check details of properties , Click "Data View" and select table "sm_properties" . you can click on "Refresh" to get the latest data
29. Choose "sm_property_site_contact_sync" from "Data View" to view contacts associated with the propeties synced as Site contacts in the ServiceM8 Site
30. You can also check the sites syncing under your connected client. Search for it in ServiceM8 and Click "Open Client"
31. Click "Sites" tab and Click "View" to review details associated with Sites.
32. You can find the Sites added by integration with the note as shown in omage.
Troubleshooting:
If you encounter any issues during setup:
- Verify that your PropertyMe email address and password are correct.
- Ensure you click Allow when prompted to authorize SyncEzy.
- If authorization expires, click Reconnect and repeat the authorization process.
- Ensure your browser allows pop-ups and redirects.
- If the issue persists, contact the SyncEzy Support Team and provide your App ID along with a screenshot of the error.
How to Contact Us
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