How to Export Reports with Reference ID

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Appfolio

If you are using the Appfolio along with Latchel Chrome Plugin Extension, follow these steps on how you can export your property and tenant directory from Appfolio.

1. First, login to your property management software. Go to Reports, scroll to Tenant Reports, then click Tenant Directory.
   Alternatively, you can simply search “Tenant Directory” using the search bar at the top of the page.
2. In the Customize Report window, set Tenant Status and Tenant Type to All, and make sure to show Active tenants only. Then, click Update.
3. On the right side of the page, uncheck all options first. Then manually select the following. Make sure that the rows are not grouped under any category or information.
   • Property Street Address 1
   • Property Street Address 2
   • Property City
   • Property State
   • Property Zip
   • First Name
   • Last Name
   • Phone Numbers
   • Emails
   • Property ID
   • Unit ID
   • Tenant ID
   • Status (optional)
4. Next, click Action at the upper-right corner of the page, then choose Export as CSV or Export as Excel. Save the file to your computer when prompted.
5. Finally, attach the file to email and send it to Latchel.

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Propertyware

Reference IDs for residents and properties must be downloaded separately. Please follow the steps below to export each one. A. Residents Go to Reports. If you have existing report folders for Contacts, expand Contact Reports. Otherwise you can click New Report to create report for Contacts. Then click View Report. Expand Contact: Summary. Make sure the Entity ID is selected. Also, check the boxes of the following:

• Full Name
• Email
• Mobile #
• Address
• Address Cont.
• City
• State
• Zip

Click Export/Print then select MS Excel. Save it to your compute as prompted. B. Properties Go to Reports. If you have existing Property Reports within your report folders, expand it then select Units. Otherwise, click New Report at the top to create new report for Units. Expand Building Summary, and make sure to check Building Entity ID only within this section. Next, expand Unit Summary. Then, check only the following:

• Unit Entity ID
• Unit Address
• Unit Address Cont.
• Unit City
• Unit State
• Unit Zip

Finally, click Export/Print, select MS Excel, and save the file to your computer when prompted.

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Rent Manager

Exporting property and resident reports from Rent Manager is a simple two-step process: first, set up the report type, then export the report using that setup. Creating the Report Type Log in to your Rent Manager dashboard. Navigate to Reports, expand Report Writer, and then select Report Writer Manager. From the dropdown list under Report Writer Manager, select Unit. In the new list on the left, click Unit Export, then select the Edit button at the top. Remove all formulas displayed under Report Columns by clicking the icon on each row. These columns are unnecessary for the Latchel integration. In the Insertable Fields section, expand Units, then expand Addresses. Double click the following to add the fields:

• Street 1
• Street 2
• City
• State
• Postal Code

Notice that each field adds to the Report Columns as you double click them. In the same Unit fields, scroll down to locate the Unit ID, then double-click it as well. Next, expand Property, then scroll to Property ID. Double-click it to add it to the report columns. Now, add the tenants details. Expand Tenants, then locate and double-click the following fields to add them:

• Full Name
• Number
• Email
• Contact ID

**Rename **the report, then click Save. This does not export your report yet. Continue with the steps below to export the new report type you just created. Exporting the Reference ID Report In the Reports tab, expand Report Writer > Units, then select the report you created for reference IDs. In the Report Options window that appears, check the top box to include all properties. Also, select Inactive Properties, then click View Report. Once the generated report appears on your screen, click either Export to Excel or Export to CSV. Finally, click Export then save on your computer once prompted.