About the PropertyMe to ServiceM8 integration
How often does the sync run?
The sync runs automatically every 2 hours and extracts data from PropertyMe and syncs it to ServiceM8. You also have an option to sync instantly from the integration portal.
Can it be synced instantly?
We have an option for a manual instant sync in the integration portal, from the apps menu, the integration administrator can run instant sync and refresh the data between the regular 2-hour syncs.
A typical use case might be: A new property has been added in PropertyMe that needs to be scheduled asap. If you can’t find it in the sites list, you can come here and Sync Now.
Anything that is supported by the PropertyMe API can be extracted, and we are constantly adding to this list at all times. If you have any special requirements that are not covered reach out to us at email@example.com
As of the current time, the following data from PropertyMe is extracted into ServiceM8 Sites and Site Contacts:
- Properties (Filtered by a certain Label in PropertyMe, or All Properties)
- Tenant Name and Contact Details
- Landlord Name and Contact details
- Property Manager name and Details.
- All standard and custom fields from PropertyMe can be synced to the relevant fields in ServiceM8.
What happens when Tenants or Property details change?
When a property has any updates, for example, changed access code, renewal date, Tenants change etc, the details are flagged by PropertyMe and the sync can extract this data and send it over to ServiceM8.
This includes changes to tenants or tenant contact details. When a tenant has changed the new Tenant details get updated in ServiceM8 automatically.
Need some help connecting my ServiceM8 account and PropertyMe?
We offer customers onboarding and set up as a part of our services, please reach out to us at firstname.lastname@example.org
one of our team members will be happy to book a setup session.
It would be best to have your contact at the Real Estate company as well in the meeting.
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.
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.
Once the initial sync is complete, The system keeps both the databases in sync, every two hours. So future updates should be pretty instant.
We cannot update the PropertyMe system As their API is only one way at the moment. If the contact details are incorrect you need to let the agent know by email. If there is any discrepancy in the sync we can tweak the field pairing if you contact our support.
When the data is updated in PropertyMe, it will be auto-synced across in ServiceM8.
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 ServiceM8 sites and site contacts. 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 mins.
How do I connect my ServiceM8 to PropertyMe?
- Set up your integration account on integrations.syncezy.com
- Subscribe to your chosen integration app
- Authenticate your ServiceM8 account and select the ServiceM8 ID for the Real Estate agent in your ServiceM8 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.
The data is saved in the Trade company’s ServiceM8 account, which is used by them to book/schedule the inspection jobs and service the apartments/ maintain the smoke alarms etc.
This is no different if a job was sent over manually by hundreds of individual work orders. The integration just takes out the manual work on both ends.
Who has access to the information and it can be read by whom?
The data that is sent over to ServiceM8 can be read by ServiceM8 users with the appropriate levels of access. Typically only ServiceM8 system admins have access to the entire database of customers, Technicians and inspectors only have access to the current day’s jobs and contact details of the customers they are visiting on the day.
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 ServiceM8 account?
Yes, the integration is designed to connect multiple PropertyMe accounts with the single ServiceM8 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.
Have a support question?
We offer three support channels:
Phone - #1 for Support
AUS: +61 2 9136 9448
NZ: +64 9 303 2999
UK: +44 203 670 1109
US: +1 720 500 9302
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 ServiceM8 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.
What security measures are in place to ensure the security of information?
All three applications ServiceM8, 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, ServiceM8 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 email@example.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.
What if I use a different job management system?
We have worked with a variety of job and project management systems in the past, including FieldMagic, Aroflo and more. If you would like the data to go into a different job management system reach out to us and we’ll do the best to help.