> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Export Reports with Reference ID
> This guide provides the steps for exporting property and resident reports from your property management software with the necessary property reference IDs and tenant user IDs, which are required for accurate data mapping and successful migration into Latchel.
### **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.
### **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**
**Entity ID** are your tenant's reference IDs which Latchel uses to identify tenants within the integration.
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.
The **Building Entity ID** serves as the property reference ID for integration with Latchel. The **Unit Entity ID** identifies the unit address for multi-unit properties.
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.
### **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**
If this type of report with the necessary fields has not yet been created in your Rent Manager, follow these steps. If you have already created a Unit Export with reference IDs, you can skip this and directly download the Unit Export from your Report Writer.
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**
Expand **User Defined Fields** to find **Full Name**, **Contact ID**, and **Email**. The **Number** field can be found under **Phone Numbers**.
The **Contact ID** serves as the **Reference User ID** that Latchel uses to identify residents in the integration.
**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.
You can also send the report directly to Latchel by selecting **Send As Email**!
### **Rentvine**
Follow these steps to download **2 important tenant reports** from your Rentvine.
To proceed with assigning reference IDs to your existing data in Latchel and avoid creating duplicate records, you must follow the steps below to export **two CSV files**:
1. **Lease Tenants Report** – This report includes the Property ID and Unit ID.
2. **Tenants Report** – This report includes the Tenant ID.
**Both reports must be downloaded before continuing.**
1. **Lease Tenants Report**
Download the csv reports. First, export report of Lease Tenants. Go to **Reports**, search for "**tenants**" to show both **Lease Tenants**, and **Tenants**.
Export the property report with Property ID, and Unit ID by choosing **Lease Tenants**. Then click **Build Report**.
Then click **Columns**, make sure to **check the boxes** for **Property ID**, and **Unit ID**. Click **Export**, and save it on your computer as prompted.
2. **Tenants Report**
Obtain the Tenant ID by going to: **Reports > Tenants**. Choose only **Active** tenants, then click **Build Report**. Make sure the **Tenant ID** column is selected, then click **Export** to download the report.
Finally, **save** it on your computer once prompted.