How to Activate the Latchel Data Sync
Download and install the extension
First, go through the help guide below to download and install the Latchel Data Sync Extension.Once signed into the extension successfully, you will see text on the extension drop-down that states, “Logged in as PM Company Name”.
How to Install the Latchel Data Sync Extension
Follow these steps to download and install the Latchel Data Sync Extension.
Create the Team Latchel user
In your Property Management Software (PMS), create a new user that will be used to activate the Latchel Data Sync. Use the following information:
- Email Address: This can be any email address that you manage that isn’t tied to an existing user in your system.
- Recommended User Role: On-Site Manager
- First Name: Team
- Last Name: Latchel
Give Team Latchel access to your properties
In AppFolio, assign the Team Latchel user as property staff on each property you want Latchel to manage. Work orders only sync for properties that are assigned to Team Latchel.
- Go to the Properties tab and select the property you want to update.
- Click Edit on the property details page.
- Locate the Property Staff or Site Manager / Owner’s Agent section.
- Choose or assign Team Latchel from your AppFolio users.
- Click Save to confirm the assignment.
Create a test work order for Team Latchel
To verify the sync is running correctly, create a test work order in your PMS and assign this test work order to the Team Latchel user.
Sign out of the extension and back in
Sign out of the Latchel Data Sync extension, and then sign back in.
Sign out of your PMS and back in
Sign out of your property management software and then sign back in.
Find the floating Latchel logo
Navigate back to your property management software dashboard where you should see a floating Latchel logo at the top right.
Navigating the Latchel Data Sync Extension
Explore the layout and key functions of the latest Latchel Data Sync Extension.
Let auto-sync keep your data up to date
Auto-sync is always on by default with the new Latchel Data Sync Extension. Your work orders sync every 15 minutes, and your property and tenant data syncs once a day.
Complete or close the test work order
Once the sync has been initialized, you can complete or close the test work order in your property management software (PMS).