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🏘️ PropertyMe Integration Guide

Davis Van Luven
Updated

🧭 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.

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:

  1. Navigate to: Settings (Cog) > API > Survey Template tab
  2. Select:
    • Use a column to identify my template: Segment
    • If there's no matching template found: Default
  3. 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
email 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

Note on Archiving Owners In PropertyMe

If an Owner contact doesn’t have any active properties they will not appear under Contacts > Owners, instead they will be under Contacts > All.
You cannot archive an Owner contact if they are associated with a property, so those need to be archived first.

Process to archive an Owner contact in PropertyMe

  1. Find the contact under Contacts > All
  2. If they are assigned to any properties click through to each one
    1. Archive the property by clicking Archive from the Actions menu
  3. Once all properties are archived, on the contact, click Archive from the Actions menu

🔗 Next Steps & Related Articles

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