Integrations
How to Activate the Latchel Data Sync
It’s important to follow these steps in sequence:
- Follow the steps in How to Install the Latchel Data Sync Extension to download the Latchel Data Sync Chrome extension and log in.
- Once signed into the extension successfully, you will see text on the extension drop-down that states, “Logged in as PM Company Name”.
- Create a fake work order in your Property Management Software (PMS) and assign this fake work order to the Team Latchel user.
- Please be sure to assign Team Latchel as a user, not a service provider.
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Sign out of the Latchel Data Sync extension, and then sign back in.
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Sign out of your property management software and then sign back in.
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Navigate back to your property management software dashboard where you should see a floating Latchel logo at the top right.
Visit Navigating the Latchel Data Sync Extenstion (New Version) to know more about navigating the new extension.
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Auto-sync is now always on by default with the new Latchel Data Sync Extension, refreshing data every 4 hours.
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Once the sync has been initialized, you can complete or close the test work order in your property management software (PMS).