{"id":1550,"date":"2020-06-19T10:30:08","date_gmt":"2020-06-19T17:30:08","guid":{"rendered":"https:\/\/latchel.ticksites.com\/wp2\/?p=1550"},"modified":"2020-06-24T13:38:28","modified_gmt":"2020-06-24T20:38:28","slug":"rent-manager-integration-reference-guide","status":"publish","type":"post","link":"https:\/\/latchel.ticksites.com\/wp2\/rent-manager-integration-reference-guide\/","title":{"rendered":"Rent Manager Integration Reference Guide"},"content":{"rendered":"<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><p>Latchel has the ability to integrate with Rent Manager. <strong>This integration accomplishes the following:<\/strong><\/p>\n<ul>\n<li>New Properties\/Units added to Rent Manager will push to Latchel but <strong>not <\/strong>vice versa.<\/li>\n<li>New Residents added to Rent Manager will push to Latchel but <strong>not<\/strong> vice versa.<\/li>\n<li>Service Issues that have the <strong>[Latchel] Maintenance <span style=\"text-decoration: underline;\">Category<\/span><\/strong> in Rent Manager <strong>AND<\/strong> a property or unit assigned to the Service Issue will push to Latchel.<\/li>\n<li>Work orders created in Latchel will push to Rent Manager with the following information:\n<ul>\n<li>The Job Title<\/li>\n<li>The Job Status<\/li>\n<li>The Job Description<\/li>\n<li>The time it was last updated<\/li>\n<li>Job Priority (Emergency, Urgent, Normal)<\/li>\n<\/ul>\n<\/li>\n<li>Service Issues created in Rent Manager will push to Latchel with the following information:\n<ul>\n<li>The Job Title<\/li>\n<li>The Job Description<\/li>\n<li>Property Unit<\/li>\n<li>Resident<\/li>\n<li>Job Priority<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/span><\/div><\/div>\n<h1 id=\"id-(CustomerGuide)HowtoRemovePropertiesandAddProperties-Content\"><strong>Content<\/strong><\/h1>\n<ul>\n<li><span class=\"toc-item-body\" data-outline=\"1\">Objective<\/span><\/li>\n<li><span class=\"toc-item-body\" data-outline=\"2\">Content<\/span>\n<ul>\n<li>Tips<\/li>\n<li>Work Orders\/Service Issues<\/li>\n<li>Residents<\/li>\n<li>Properties<\/li>\n<li>Categories, Priorities, and Statuses<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><span style=\"text-decoration: underline;\"><strong>Tips<\/strong><\/span><\/h2>\n<ol>\n<li>Notes are not updated in the Rent Manager as a work order progresses through Latchel. Once a Service Issue is created in the Rent Manager, the only things that continue to synchronize would be the <strong>Complete<\/strong>\u00a0or\u00a0<strong>Canceled<\/strong> status.<\/li>\n<li>A problem occurs when a work order already exists in one system and then is manually created in the other system. If a work order is created in one system, the integration will automatically create it in the other system, so there&#8217;s no need to create it manually, and doing so will create two duplicates when the integration is run: one in Latchel and one in Rent Manager.<\/li>\n<li>Files attached to Service Issues in Rent Manager do not transfer to Latchel and vice versa.<\/li>\n<li>Owner data and preferred vendors do not transfer via the integration. This data will have to be emailed to onboarding@latchel.com.<\/li>\n<li><strong>DO NOT<\/strong> create properties or residents in Latchel. We look at Rent Manager for this data.<\/li>\n<li>Service Issues in Rent Manager can have several properties and units. If this happens, Latchel only takes the first one. We recommend only having a single property or unit on a Service Issue.<\/li>\n<li>Resident &amp; property\/unit data will sync from Rent Manager to Latchel when the integration is initially activated. After the initial activation, only <strong>NEW<\/strong> residents, properties, and units in Rent Manager will be synced to Latchel. You will need to deactivate residents, properties, and units in Latchel.<\/li>\n<\/ol>\n<hr \/>\n<h2><span style=\"text-decoration: underline;\"><strong>Work Orders\/Service Issues<\/strong><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The Rent Manager equivalent to Latchel\u2019s <\/span><b>work orders<\/b><span style=\"font-weight: 400;\"> is called <\/span><b>Service Manager Issues<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><span style=\"font-weight: 400;\">You can find them in the <strong>Services<\/strong> tab.<\/span><\/p>\n<p><img class=\"alignnone wp-image-1551\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM.png\" alt=\"\" width=\"1278\" height=\"126\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-200x20.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-300x29.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-400x39.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-600x59.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-768x75.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-800x79.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-1024x101.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-1200x118.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM-1536x151.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.22.28-AM.png 2200w\" sizes=\"(max-width: 1278px) 100vw, 1278px\" \/><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">For a Service Issues to be synced from Rent Manager to Latchel, it has to have the <\/span><strong>[Latchel] Maintenance<\/strong><span style=\"font-weight: 400;\"><strong> <span style=\"text-decoration: underline;\">Category<\/span> AND<\/strong> a property or unit assigned to it. <\/span><\/li>\n<li><span style=\"font-weight: 400;\">The sync occurs every hour.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Any update to a Service Issue in Rent Manager won&#8217;t be reflected in Latchel.<\/span><\/li>\n<\/ul>\n<p><img class=\"alignnone size-full wp-image-1552\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM.png\" alt=\"\" width=\"2198\" height=\"568\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-200x52.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-300x78.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-400x103.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-600x155.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-768x198.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-800x207.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-1024x265.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-1200x310.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM-1536x397.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen_Shot_2020_06_10_at_10_23_47_AM.png 2198w\" sizes=\"(max-width: 2198px) 100vw, 2198px\" \/><\/p>\n<hr \/>\n<h2><span style=\"text-decoration: underline;\"><strong>Residents<\/strong><\/span><\/h2>\n<p><b>Tenants<\/b><span style=\"font-weight: 400;\"> in Rent Manager work the same way <\/span><b>Residents<\/b><span style=\"font-weight: 400;\"> work in Latchel. <\/span><span style=\"font-weight: 400;\">You can find them in the <strong>Home<\/strong> tab under <strong>Tenants<\/strong>.\u00a0<\/span><\/p>\n<p><strong>Please note<\/strong>: If you disable a Resident <span style=\"text-decoration: underline;\">in Latchel<\/span> and the Resident is still active in Rent Manager, the Resident profile will remain disabled in Latchel and the Resident status in Rent Manager will remain unaffected.<\/p>\n<p><img class=\"alignnone size-full wp-image-1553\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM.png\" alt=\"\" width=\"1866\" height=\"1298\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-200x139.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-300x209.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-400x278.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-600x417.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-768x534.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-800x556.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-1024x712.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-1200x835.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM-1536x1068.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.25.35-AM.png 1866w\" sizes=\"(max-width: 1866px) 100vw, 1866px\" \/><\/p>\n<hr \/>\n<h2><span style=\"text-decoration: underline;\"><strong>Properties<\/strong><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We create a <\/span><b>Property<\/b><span style=\"font-weight: 400;\"> in Latchel for every <\/span><b>Unit<\/b><span style=\"font-weight: 400;\"> on a property on Rent Manager. If a <\/span><b>Property<\/b><span style=\"font-weight: 400;\"> on Rent Manager has no units, we create a <\/span><b>Property<\/b><span style=\"font-weight: 400;\"> in Latchel for that Rent Manager property. <\/span><span style=\"font-weight: 400;\">Both Units and Properties can be found on the <strong>Home<\/strong> tab.<\/span><\/p>\n<p><img class=\"alignnone size-full wp-image-1554\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM.png\" alt=\"\" width=\"1876\" height=\"184\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-200x20.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-300x29.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-400x39.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-600x59.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-768x75.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-800x78.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-1024x100.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-1200x118.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM-1536x151.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.28.56-AM.png 1876w\" sizes=\"(max-width: 1876px) 100vw, 1876px\" \/><img class=\"alignnone size-full wp-image-1555\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM.png\" alt=\"\" width=\"1538\" height=\"896\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-200x117.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-300x175.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-400x233.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-600x350.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-768x447.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-800x466.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-1024x597.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-1200x699.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM-1536x895.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.29.02-AM.png 1538w\" sizes=\"(max-width: 1538px) 100vw, 1538px\" \/><\/p>\n<hr \/>\n<h2><span style=\"text-decoration: underline;\"><strong>Categories, Priorities, and Statuses<\/strong><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Special <\/span><b>Categories<\/b><span style=\"font-weight: 400;\">,<\/span><b> Priorities, <\/b><span style=\"font-weight: 400;\">and<\/span><b> Statuses<\/b><span style=\"font-weight: 400;\"> are created on Rent Manager when activating the integration to Latchel. <\/span><span style=\"font-weight: 400;\">This can be found on the <strong>Admin<\/strong> tab, <strong>Setup<\/strong> menu, <strong>Service Manager<\/strong> submenu.<\/span><\/p>\n<p><strong>Please note: <\/strong>We use these special &#8220;labels&#8221; to keep track of everything in both systems, please don&#8217;t edit them or delete these in Rent Manager. Doing that will break the sync and will require a need for manual reconfiguration.<\/p>\n<p><img class=\"alignnone wp-image-1556\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM.png\" alt=\"\" width=\"552\" height=\"828\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM-200x300.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM-400x600.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM-600x899.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM-683x1024.png 683w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM-768x1151.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM-800x1199.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.07-AM.png 930w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/p>\n<p><img class=\"alignnone wp-image-1557\" src=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM.png\" alt=\"\" width=\"1291\" height=\"697\" srcset=\"https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-200x108.png 200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-300x162.png 300w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-400x216.png 400w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-600x324.png 600w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-768x415.png 768w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-800x432.png 800w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-1024x553.png 1024w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-1200x648.png 1200w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM-1536x830.png 1536w, https:\/\/latchel.ticksites.com\/wp2\/wp-content\/uploads\/2020\/06\/Screen-Shot-2020-06-10-at-10.32.39-AM.png 2196w\" sizes=\"(max-width: 1291px) 100vw, 1291px\" \/><\/p>\n<div class=\"fusion-alert alert custom alert-custom fusion-alert-left \" style=\"background-color:#e9e9ea;color:#2d3047;border-color:#2d3047;border-width:2px;\"><div class=\"fusion-alert-content-wrapper\"><span class=\"alert-icon\"><i class=\"fa-lg fa-info-circle fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-alert-content\"><a href=\"https:\/\/latchel.ticksites.com\/wp2\/blog\/integrating-rent-manager-into-latchel\/\">Click here for a step by step guide on how to integrate Rent Manager into Latchel.<\/a><\/span><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Content Objective Content Tips Work Orders\/Service Issues Residents Properties Categories,&hellip;<\/p>\n","protected":false},"author":12,"featured_media":786,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[353],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Rent Manager Integration Reference Guide | Latchel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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