This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com
About the PropertyMe to simPRO integration
How often does the sync run?
The sync runs automatically every 2 hours and extracts data from PropertyMe and syncs it to simPRO. 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
support@syncezy.com
As of the current time, the following data from PropertyMe is extracted into simPRO 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 simPRO.
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 simPRO.
This includes changes to tenants or tenant contact details. When a tenant has changed the new Tenant details get updated in simPRO automatically.
Need some help connecting my simPRO account and PropertyMe?
We offer customers onboarding and set up as a part of our services, please reach out to us at
support@syncezy.com 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 simPRO.
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 simPRO 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 simPRO to PropertyMe?
- Set up your integration account on integrations.syncezy.com
- Subscribe to your chosen integration app
- Authenticate your simPRO account and select the simPRO ID for the Real Estate agent in your simPRO 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 simPRO 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.
You can also view a step by step walkthrough for the integration setup here below:
The data is saved in the Trade company’s simPRO 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.
The data that is sent over to simPRO can be read by simPRO users with the appropriate levels of access. Typically only simPRO 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 simPRO account?
Yes, the integration is designed to connect multiple PropertyMe accounts with the single simPRO 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 - #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 simPRO 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 three applications simPRO, 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, simPRO 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.
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.
Do both the Property Manager and the Service Company have access to the SyncEzy Integrations Portal?
The SyncEzy integration portal is managed and accessible by the Service Company working with the Real Estate Agent / Property Manager. Integrations will be added and managed by the Service Company individually within the one account. The Property Manager / Real Estate Agent will need to login once only to authenticate their PropertyMe account. Once completed, reset the password of your SyncEzy account.
We are currently working on a third party authentication process that would be instigated from the SyncEzy platform and sent to the Real Estate Agent / Property Manager to authenticate PropertyMe outside of the SyncEzy account.