Navigating the Latchel Data Sync Extenstion (New Version)
The new Latchel Data Sync Extension (v3.2.0) comes with a refreshed design and simplified features to make syncing with AppFolio easier than ever. This guide will help you get familiar with the updated interface, understand where key features are located, and show you how to navigate the extension with confidence.
If you’re still using an older version of the Latchel Data Sync Extension, please refer to the help guide: Updating the Latchel Data Sync Extension
How to Download Properties and Residents’ Report
Sign in to your property management software. Make sure you are also signed in to the Latchel Data Sync Extension.
Once logged in, click the Latchel Data Sync icon located on the right side of the page.
Click the three dots in the top-right corner of the extension and select:
- Download tenants to export a tenant report, or
- Download properties to export a property report.
You’ll see a message saying “Preparing your property (or tenant) report.”
Once the message “Export Complete” appears, you will be prompted to save the file to your computer.
How to Report a Problem
If you’re experiencing issues with your Latchel integration or the extension, you can report the problem by selecting Report a problem.
Enter a brief description of the issue in the box that appears, then click Submit.
A confirmation message will appear on your screen, letting you know that Latchel has received your feedback.
How to Give a Feedback
Latchel values your feedback and uses it to improve your experience. You can quickly share suggestions or report issues directly through the Latchel Data Sync Extension. Here’s how.
Click the three dots in the top-right corner of the extension and select Give feedback.
A new browser tab will open with a Typeform.
Fill out the form with as much detail as possible. You can also attach a screenshot or recording to better describe your feedback. When you’re finished, click Submit.
How to Manually Sync Properties and Residents
Auto-sync is now always on by default with the new Latchel Data Sync Extension, refreshing data every 4 hours. However, if you need to manually sync your data, here’s how you can do it.
In the Latchel Data Sync Extension, click the link in the message: “Latchel syncs your data every four hours. To perform a manual sync, please click here.”
Your screen may be busy while the sync is in progress.
Once complete, you’ll see a message that says: “Your data has been synced with Latchel.”
You’ll notice that the last sync time is now updated in the extension.
That’s it! That’s how simple—and awesome—the new version of the Latchel Data Sync Extension is. We hope you enjoy the improved experience!