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Domo Knowledge Base

PropertyMe Connector

Version 3

 

Intro

PropertyMe offers online property management software for property managers. Use Domo's PropertyMe connector to retrieve lists of contacts, inspections, tenancies, vacant lots, and so on. To learn more about PropertyMe, visit their website (https://www.propertyme.com/).

You connect to your PropertyMe account in the Data Center. This topic discusses the fields and menus that are specific to the PropertyMe connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your PropertyMe account and create a DataSet, you must have a PropertyMe username and password.

Connecting to Your PropertyMe Account

This section enumerates the options in the Credentials and Details panes in the PropertyMe Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

The Domo PropertyMe connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing PropertyMe accounts in Domo) to open the PropertyMe OAuth screen where you can enter your PropertyMe credentials and select the desired permissions. It is recommended that you check all of the boxes under "Application Access"; otherwise some reports may not work.

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Once you have entered valid PropertyMe credentials, you can use the same account any time you go to create a new PropertyMe DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Note: If you are already logged into PropertyMe when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of PropertyMe.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the PropertyMe report you want to run. The following reports are available:

Contacts

Returns a list of contacts.

Contacts Alerts

Returns a list of contact alerts.

Contacts Owners

Returns a list of owners.

Contacts Suppliers

Returns a list of suppliers.

Contacts Tenants

Returns a list of tenants.

Dashboard Activities

Returns a list of dashboard activities.

Dashboard Communications

Returns a list of dashboard communications.

Dashboard Lots

Returns a list of dashboard lots.

Dashboard Transactions

Returns a list of dashboard transactions.

Inspections

Returns a list of inspections.

Inspections Reports

Returns a list of inspection reports.

Inspections Status

Returns status information for inspections.

Job Tasks

Returns a list of tasks.

Lots

Returns a list of lots.

Lots Alerts

Returns a list of lot alerts.

Lots Archived

Returns a list of archived lots.

Lots Rentals

Returns a list of lot rentals.

Lots Sales

Returns a list of lot sales.

Lots Vacancy

Returns a list of lot vacancies.

Tasks

Returns a list of tasks.

Tenancies

Returns a list of tenancies.

Tenancies Balances

Returns a list of balances for tenants.

Type

Select a filter option to filter your report by.

Inspection ID

Select an inspection ID to filter report results by that ID.

Contact

Select a contact to filter report results by that contact.

Lot

Select the lot you want to retrieve data for.

Other Panes 

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.