PropertyMe to Power BI integration FAQs
About the PropertyMe to Power BI integration
Please also visit our Integration Menu Overview article to learn more about each and every menu of this integration. For setup instructions please visit PropertyMe-Power BI setup documentation.
How to connect PropertyMe account in Integration portal?
Please click here to view the tutorial on how you can connect PropertyMe account in your integration portal.
How often does the sync run?
The sync runs every night and extracts data from PropertyMe Backup and makes it available to connect from an external dashboard/reporting tool.
Can it be synced instantly?
No, At this stage, we’re limited by the frequency of PropertyMe’s database refresh which happens once every 24 hours.
What records can be extracted from PropertyMe?
The entire PropertyMe database.
Which applications can I use this data to generate reports?
You can use this data in any analytics/reporting program that accepts a SQL database connection. Typical examples include PowerBi, Tableau, Crystal reports, Klipfolio and more. We provide a connection file to directly connect to PowerBI.
What sort of reports can be created with the data?
All property & tenant data. PowerBI and other systems also allow for data from multiple sources to be blended together in a single dashboard, for example taking data from PropertyMe and Xero together to provide a comprehensive view of Invoices.
Does SyncEzy build the reports?
We don't build reports for you. We provide the connection and access to data in PowerBI. You can either build your own reports or there are external service companies who can build the reports/dashboards for you. We can refer you to companies who understand PropertyMe and PowerBI very well.
Can I send inspection reports and property statuses back to PropertyMe?
At this time PropertyMe only has a read-only API which means we cannot send any information back into PropertyMe, we can only extract information out.
We have this in our wish list and when PropertyMe releases a new API in the future we will enable this as well.
How many contacts and properties can be synced? Are there any limits?
There is no limit to the number of contacts or properties that can be extracted. If the number of properties is more than a few thousand, The initial download can take up to 48 to 76 hours as we rate-limit the number of API calls we make into both platforms.
Can I get all the details of the property and tenant details, what about custom fields, access codes etc?
We can extract all the details from PropertyMe properties into Power BI. We can also extract details like last inspection date, security codes, special instructions like beware of dogs, any special notes etc by using the pairing functionality in the integration. This pairing can be customized further to your specific requirements.
What does the Real Estate agent / Property Manager need to do to give you access?
They need to login into your SyncEzy account, go to the integration app in my Apps and authenticate (log in) their PropertyMe account and Approve access. It takes 2 minutes.
How do I connect my Power BI to PropertyMe?
- Set up your integration account on integrations.syncezy.com
- Subscribe to your chosen integration app
- Authenticate your Power BI account and select the Power BI ID for the Real Estate agent in your Power BI account.
- Authenticate the PropertyMe account, and allow permissions. This needs to be done by the Real Estate agent / Property Manager.
- Confirm the configuration details for the integration (whether to send all properties or to send properties with a certain label)
- Wait for about 24 hours for the initial Sync to complete.
What happens to the data after it has been extracted from PropertyMe?
The data is saved in the Trade company’s Power BI account, which is used by them to book/schedule the inspection jobs and service the apartments/ maintain the smoke alarms etc.
Who has access to the information and it can be read by whom?
The data that is sent over to Power BI can be read by Power BI users with the appropriate levels of access. Typically only Power BI system admins have access to the entire database of customers.
Accounts and Pricing
Do you offer a free trial?
Unfortunately, due to the amount of work involved in the initial setup, we are unable to offer a free trial. We can however get together on a call and give you a live demo in as much detail as you need. If you have any specific questions feel free to reach out.
Are there any lock-in contracts?
No contracts, we do not have long-term or annual contracts. We earn our keep every month by providing integration as a service.
Can I connect multiple Real Estate Agent accounts with my single Power BI account?
Yes, the integration is designed to connect multiple PropertyMe accounts with the single Power BI account, so you can bring over the details of multiple real estate managers into the single account.
What is your pricing?
Please contact us to get pricing. Pricing is dependent on the size of the PropertyMe Database and the number of properties in the PropertyMe accounts (Real Estate Agent accounts) connected.
Our pricing is made up of two components:
- The initial one-time setup.
- An ongoing monthly fee for the number of properties synced.
Other questions
Have a support question?
We offer three support channels:
Phone - Phone: # 1 for Support
AUS: +61 2 9136 9448
NZ: +64 9 303 2999
UK: +44 203 670 1109
US: +1 720 500 9302
Email - Email support: support@syncezy.com
Have you done this before and what about the security of data?
Yes, we have, we have been building integrations for the last eight years. With over 50 integrations built across various systems. All our communication between systems is fully encrypted. We do not store your actual data in our systems, we only store the ids of the records and some minimum information for logging and troubleshooting. We do not store tenant private data like contact details and property details in our system.
Where is the data stored?
The data that’s transferred to Power BI is stored in their servers that are protected. SyncEzy stores a minimum amount of log and record ID data to manage the sync, this is stored on SyncEzy’s AWS cloud servers in Sydney. AWS is the same backend technology used by PropertyME.
All data stored by SyncEzy is accessible to the user from the integration logs data view from their SyncEzy account.
All data stored by SyncEzy is accessible to the user from the integration logs data view from their SyncEzy account.
What security measures are in place to ensure the security of information?
All three applications Power BI, SyncEzy and PropertyMe offer the same two-factor authentication as a means to prevent access by a stolen password. This can be enabled by the users after logging in.
SyncEzy offers an end to end encrypted service so all communications to our site are controlled, Power BI and PropertyMe both offer oAuth 2.0 which follows industry best practice for creating API tokens.
What if my real estate agent uses a different system other than PropertyMe?
Reach out to us at support@syncezy.com. We are always looking to build more integrations. Chances are that we already have something in our plans. We are working on building similar integrations with Console, PropertyTree and Rex.
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