AppFolio integration

Edited

Overview

The primary function is to keep the Showdigs inventory aligned with the inventory in AppFolio. This means that new properties that are added to AppFolio are automatically created in Showdigs, and updates made to properties in AppFolio are automatically made in Showdigs. (We do not yet delete properties from Showdigs when they’re deleted from AppFolio).

We are also able to synchronize guest cards from AppFolio into Showdigs, and can upload completed condition reports and completed tour details into AppFolio.


How do I set it up?

Step 1

In order to set up the integration, you will need to be a Presidential user of AppFolio, which gives you access to the AppFolio Stack™. If you are not yet a Presidential user, please upgrade your account before proceeding.

  1. Log into your AppFolio database.

  2. Click Add Functionality in the top right-hand corner and select Integrations.

  3. Click Get AppFolio Stack™ Premium.

  4. Enter your name as an Authorized Signer, and click Activate AppFolio Stack™ Premium.

Step 2

Initiate the connection to Showdigs from AppFolio. You can view this step, with some additional screenshots, in this AppFolio Help Center article.

  1. In AppFolio, click your name in the top right-hand corner.

  2. Select General Settings from the dropdown menu, and click Manage AppFolio Stack™ Integrations.

  3. Scroll down to Showdigs, click the drop-down arrow, and select Manage Connection.

  4. Click Setup Connection in the Connection Settings block.

  5. Select the properties to be shared with Showdigs. Each of these properties will be created and synchronized into Showdigs. We recommend limiting your selection to only properties that you are actively managing to keep the information in Showdigs relevant to your current book of business.

  6. Click Save.

  7. Check the boxes indicating that an agreement exists with Showdigs and the terms of agreement have been reviewed and approved for this connection.

  8. Click Enable Connection.

Make sure you have enabled the connection AND shared property groups. If you haven't done both, we won't be able to finalize your connection.

Step 3

  1. Once the connection is enabled, our team will receive a notice from AppFolio with your connection details. We will add those to your Showdigs account to finalize the integration.

  2. Once the initial property and unit import is complete, you will receive an email letting you know that the initial import has completed and your integration is fully enabled.

Step 4

If you are new Showdigs customer, you can skip this step. If you are an existing customer, who is using our legacy integration, you will no longer need to send inquiries to tour@showdigs.com.

With that in mind, you can follow these steps to remove the Showdigs email address from your AppFolio configuration.

  1. Log into your AppFolio account.

  2. Click your name from the top right of any page, then select My Settings.

  3. Scroll down to the Vacancy Posting Contact Settings section.

  4. Remove the tour@showdigs.com email address.

  5. Scroll to the bottom of the page and click Save.

If you have Allow vacancy posting contact information to be set on the property page enabled, please also follow these steps within AppFolio:

  1. Go to the property page for one of your properties.

  2. Scroll down to find Vacancy Posting Contact Info.

  3. Remove the tour@showdigs.com email address.

  4. Click Save.

  5. Unpost and repost your listing.

  6. Repeat steps 1-5 for all relevant properties.*

* You can either update all properties right away, or update properties as they are activated. If you choose the latter, please make sure to update the Vacancy Posting Contact Info as properties are listed.


How do I put a property on the market?

Automatically Start Showings

PMs that exclusively use their own agents for showings will have access to have Showdigs automatically start showings for them. If that's you, please make sure you reach out to us at support@showdigs.com and we'll make an adjustment to your account.

After that, you can enable Automatically start showings when you want Showdigs to activate eligible listings as they become active in AppFolio. This removes the need to manually start showings each time you post a new vacancy.

When Showdigs starts a listing automatically, it applies the property’s default schedule and pre-screening template. Set these defaults on the property in Showdigs so new listings use the right showing availability and qualification questions from the start.

Showdigs can send a notification when it automatically starts a listing, so your team can confirm that the property is live and ready for prospects. You can still review or adjust the listing in Showdigs after it has started.

To receive email confirmations, go to Profile > Notification Settings and enable Send Listing Notifications from AppFolio. Showdigs will then email you when it automatically starts a listing.

Manually Start Showings

  1. In AppFolio, go to the property and setup the listing.

    1. Post to Website, which will allow Showdigs to get access to the listing details through the integration.

    2. If you are syndicating with AppFolio, not Showdigs, also Post to Internet, which will post your listing to the ILS platforms (Zillow, Zumper, etc.). If you're syndicating through Showdigs, skip this step.

    3. You'll want to make sure auto-responders in AppFolio are also turned off - Showdigs will reach out to new prospects.

  2. In Showdigs, you can now activate the property.

    1. Go to the property profile page and Start Showings.

    2. Setup your pre-screening questions and your showing details.

    3. When this happens, we'll sync the latest information from AppFolio for the property, so we'll also have the latest listing information.

  3. That's it, you're property is live! When a new prospect inquires about your property, Showdigs will reach out and encourage them to schedule a tour.

Automatically Stop Showings

Enable Automatically stop showings to have Showdigs deactivate listings when they are no longer active in AppFolio. This helps prevent prospects from scheduling tours for listings that have been removed from the market.

Showdigs can send a notification when it automatically stops a listing, so your team knows it is no longer accepting new tour requests. If you leave this setting off, you can continue to stop showings manually in Showdigs whenever a listing is rented, withdrawn, or otherwise unavailable.

To receive email confirmations when listings are stopped, go to Profile > Notification Settings and enable Send Listing Notifications from AppFolio. Showdigs will then email you when it automatically stops a listing.

Manually Stop Showings

  1. In Showdigs, go to the property profile page and Stop Showings.

  2. Select the lead who rented the property.

  3. That's it!


What does it do?

Properties & Units

Properties and units that are created in AppFolio, and connected to Showdigs, will be created and updated in Showdigs automatically.

Property Specs

The integration will always…

  • … add new properties and units to Showdigs when they’re added to AppFolio. When a new property is added, the integration will always get as much information as possible (address, floor plan, images, descriptions, etc.).

  • … update basic property details in Showdigs when changes are made in AppFolio. The following are always kept in sync with AppFolio:

    • Address

    • Unit name

    • Floor plan (bedrooms, bathrooms, square feet)

    • Rent

      • Rent is kept in sync to ensure that PMs are in compliance with fair housing guidelines, and all ads for the property contain the same rent.

These fields will always be visible but disabled, so you can see the values but cannot edit them in Showdigs.

Application Link

Once the integration is enabled, choose how Showdigs handles application links in Settings → Showings.

You can either:

  • Sync the application link from AppFolio for each unit, or

  • Use a default application link configured in Showdigs.

When you choose to sync from AppFolio, the application link in Showdigs updates when it changes in AppFolio and cannot be edited in Showdigs.

For Showdigs to receive an application link from AppFolio, the property must be Posted to Website in AppFolio.

Listing Details

Showdigs can receive the following listing details from AppFolio:

  • Property type

  • Security deposit

  • Available date

  • Amenities

  • Listing title

  • Listing description

  • Video URL

  • Images

Where you manage these details depends on how you syndicate your listings.

If you syndicate through AppFolio

Manage listing details in AppFolio. Showdigs will keep these details synchronized from AppFolio and hide them from editing in Showdigs.

When a property is ready to be shown, make sure it is Posted to Website in AppFolio. This gives Showdigs access to the listing details needed to provide prospects with an accurate scheduling experience.

If you syndicate through Showdigs

Manage listing details in Showdigs. AppFolio listing changes will not automatically overwrite the details you manage in Showdigs.

You can use Sync Now on a unit, or Sync AppFolio from the Properties page, to pull the latest AppFolio details into Showdigs. This is a one-time refresh. After the refresh, you can continue editing the listing in Showdigs, and those edits will remain in place.

Showdigs publishes listing changes immediately. Individual listing sites may take additional time to display them. For example, Zillow commonly updates within minutes, while Apartments.com can take up to 24 hours.

Inquiries & Guest Cards

Every time an inquiry is added to AppFolio, a matching inquiry will be created in Showdigs. This will occur without the need for any special email addresses or other process from you.

Every time a tour is completed in Showdigs, a Guest Card will be created in AppFolio.

Condition Reports

Every time a condition report is completed in Showdigs, it will be attached to the relevant property or unit in AppFolio.

Periodic reports, specifically, will also be attached to the relevant AppFolio tenant, so you can find them in two places in AppFolio.

If you do not wish for this to occur, you can disable the condition report sync from the Settings > Integrations > AppFolio Import area by setting "Condition report destination" to "Disabled."


How long does it take to synchronize?

Properties & Units

Property and unit updates from AppFolio usually reach Showdigs within one hour. You can also select Sync Now on a specific unit or Sync AppFolio from the Properties page to request an immediate refresh.

Showdigs checks AppFolio for updates hourly, but some information can take additional time to become available from AppFolio. In those cases, updates may take several hours to appear in Showdigs.

Inquiries & Guest Cards

New inquiries from AppFolio are created in Showdigs within five minutes.

After a tour is completed in Showdigs, the tour details are added to the corresponding guest card in AppFolio immediately.

Condition Reports

If enabled, condition reports will be uploaded to AppFolio immediately after they're completed in Showdigs.


Best practices

Addresses & Naming

Property Type: "Single-Family"

We recommend only using "Single-Family" when the property is truly a single family home for home. In this case, simply enter the address and name in AppFolio.

However, if you are managing a single unit in a property, and have added it to AppFolio as a "Single-Family" property, please make sure the unit name/number is entered in the "Address 2" field. This will ensure that the address and name in Showdigs is accurate.

Property Type: "Multi-Family"

The property address should be entered with the basic address for the building.

The unit(s) should include the same basic address, with the unit name/number entered as the "Unit > Address 2." This will ensure that the address and name in Showdigs is accurate.

As a fallback, if Address 2 field is empty, the sync will attempt to find the appropriate unit name between the unit's Address 1 field and the Name field in AppFolio. While this secondary method will work for some, we highly recommend completing the Address 2 field.

Example 1: The unit name should appear in Showdigs as "Unit 2" (taken from the second Address line)

Example 2: The unit name should appear in Showdigs as "#2" (taken from the first Address line)

Example 3: The unit name should appear in Showdigs as "UNIT2_XYZ" (taken from the Name)

Special Case: Differing Street Addresses

While we don't recommend configurations where the property's Address 1 does not match the unit's Address 1 in AppFolio, you can adjust the address fields outlined above to result in the desired address in Showdigs.

Share properties with Showdigs

Through the integration configuration in AppFolio, you have the ability to share properties and property groups. These are the only properties Showdigs will have access to, so make sure all of your current properties are shared.

If you are missing a property in Showdigs, make sure it is shared in AppFolio.

Post to Website

When a property is ready to be listed, make sure it is Posted to Website in AppFolio. This gives Showdigs access to property details, images, rent, availability date, application links, and other listing information.

If you update a listing’s images, amenities, rent, availability date, or security deposit in AppFolio and do not see the change in Showdigs, unpost and repost the listing to the AppFolio website. This can make the updated information available for Showdigs to synchronize.

When a property is no longer on the market, unpost it from the AppFolio website so Showdigs can complete an accurate refresh of its listing details.


Troubleshooting

Why isn't my information synchronizing?

Problem

  • I added a property to be shared with Showdigs, but I don't see it in Showdigs.

  • I updated information for the property in AppFolio, but don't yet see it in Showdigs.

  • I see new guest cards in AppFolio, but not in Showdigs.

  • I completed a report in Showdigs, but can't find it in AppFolio.

Solution 1: The sync cycle hasn't run yet

The synchronization can take some time depending on the update being made. Please review the "How long does it take to synchronize?" section, above.

Solution 2: The property is old, but recently shared

AppFolio doesn't identify "moving a property to be shared with Showdigs" as an "update" to the property. This means that if you have an older property, that's newly shared with Showdigs, our integration still won't see the property automatically since it looks like it's old and not relevant.

To fix this, you should make a update to the property or unit. This may be a quick update to the address or name (something you can also change back later). If that doesn't work, please contact us and we can initiate a "deep sync," which will take longer than a typical sync cycle but should import it into Showdigs.

Solution 3: My property isn't connected to AppFolio

When you look at the property page, you will see a red "Not Connected to AppFolio" badge in the header. If this is present, the property is not connected and no information will synchronize.

Typically, this is either due to the property not being shared through AppFolio, or a duplicate property (where a property existed in Showdigs before the integration was enabled, and the system wasn't able to match it so it created an additional property). You should be able to find duplicates by using the search bar on the Properties page.

See Step 2 in the "How do I set it up?" section above for more details.

Why isn't the application URL appearing when I'm activating a property?

Problem

When starting showings for a property, the application URL is not automatically filling in.

Solution

First, remember that the application URL will only prefill from AppFolio if you have enabled Settings > Showings > "Sync application URL from Appfolio". The other prerequisite is that your property needs to be Posted to Website in AppFolio. This makes the application URL available to us.

It can take up to 15 minutes for AppFolio to make the URL available to us, so if you just Posted to Website, you may need to wait 15 minutes before activating the property in Showdigs.

Workaround

If all of the settings look good, but the application URL still isn't syncing, you can simply enter the application url manually.

If you've had to use a workaround, please make sure you still reach out to us at support@showdigs.com so we can investigate why the URL didn't automatically sync for you.