🧭 Introduction
This article explains how to integrate PropertyMe with AskNicely to automatically survey landlords and tenants based on recent activity, such as inspections or maintenance events. PropertyMe is a popular cloud-based property management system used in Australia and New Zealand, and this integration enables you to trigger targeted, automated feedback collection directly from within AskNicely.
🔧 What is PropertyMe?
PropertyMe is a cloud-based platform that helps real estate agencies and property managers automate tasks involved in rental management.
✅ Who Uses PropertyMe?
- Real estate agencies managing rental portfolios
- Independent property managers
- Agencies modernizing from legacy systems
💡 Why It’s Popular:
- Easy-to-use, cloud-based platform
- Automation that saves time
- Transparent communication for landlords and tenants
- Reduces compliance risks in trust accounting
🔌 How to Set Up the Integration
Important: PropertyMe is not listed in the App Store. Please contact AskNicely Support or your Customer Success Manager to activate the integration.
📩 🆘 How to Contact AskNicely Support
🔄 What the Integration Can Do
- Import Landlords and Tenants for survey scheduling
- Trigger surveys after inspections and maintenance updates
- Automatically update existing records based on PropertyMe data
AskNicely will:
- Pull property records updated in the past 24 hours
- Import or update contacts tied to those records
- Match each contact with the correct survey based on their segment value
Some examples of Scheduler scenarios that can be configured:
- Landlord NPS annually from Property Authority Start Date
- Landlord CSAT 1 month after Created On Date
- Tenant NPS at 6 and 12 months post-Tenancy Lease Start Date
- Tenant CSAT 14 days after Tenancy Lease Start Date
- Tenant CSAT 14 days after Tenancy Vacate Date
⏰ Can You Choose Sync Timing?
Yes—you’ll need to contact AskNicely Support to update the daily sync schedule.
🔁 Import Contacts Without Triggering Surveys
If you want to import contacts without triggering a survey, let your AskNicely contact know during setup so they can enable the “import only” mode. You can queue surveys later using Send Schedulers.
✉️ How to Configure Survey Templates for Triggered Imports
When your PropertyMe integration is configured to automatically trigger inspection and/or maintenance surveys, AskNicely will pull in tenant contacts and automatically survey them.
- Maintenance and Inspection are retrieved by status
Closed& by a timestamp (midnight the previous day)
You will need to let AskNicely know which templates you would like to use when triggering these surveys.
To configure template rules:
- Navigate to: Settings (Cog) > API > Survey Template tab
- Select:
-
Use a column to identify my template:
Segment -
If there's no matching template found:
Default
-
Use a column to identify my template:
- Ensure your templates are named exactly:
- inspections
- maintenance
💡 Tip: Use copy and paste to avoid typos in template names.
🧾 What Fields Does PropertyMe Sync to AskNicely?
| AskNicely Field | PropertyMe Source |
|---|---|
| name | Contact.PrimaryContactPerson.FullName |
| Contact.PrimaryContactPerson.Email | |
| segment | landlords / tenants / inspections / maintenance |
| city | Property.Address.Locality |
| property_id | Property.Id |
| property_type | Property.PrimaryType |
| tenancy_id | Property.ActiveTenancyId |
| tenancy_lease_start_date | Property.TenancyStart |
| tenancy_vacate_date | Property.TenancyEnd |
| tenancy_lease_end_date | Property.AgreementEnd |
| tenancy_arrears_days | Property.Tenancy.ArrearsDay |
| rent_amount | Property.RentAmount |
| rent_period | Property.RentPeriod |
| weekly_rent_category | Calculated bucket: <500, <1000, <1500, 1500+ |
| property_agent_id | Property.ActiveManagerMemberId |
| property_agent_name | Property.ManagerName (fallback: Manager.Name) |
| property_agent_email | Manager.RegisteredEmail |
| property_agent_company | Manager.CompanyName |
| property_management_id | Property.ActiveTenancyId |
| property_authority_start_date | Property.AgreementStart |
| property_authority_end_date | Property.AgreementEnd |
| property_reference | Property.Reference |
| tenant_reference | Property.TenantContactReference |
| source | propertyme |
| location_id | Integration → Account name in AskNicely |
🏠 Additional Fields for Inspections:
| AskNicely Field | PropertyMe Source |
|---|---|
| inspection_id | Inspection.Id |
| inspection_status | Inspection.Status (only “Closed” is synced) |
| inspection_type | Inspection.Type |
| inspection_close_date | Inspection.ClosedOn |