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PropertyMe One-Way Sync

Status: PLANNED

This feature is committed on the roadmap but not yet shipped. This page documents the design so early customers can plan migration. See Product Roadmap for shipping estimate.

Why one-way​

PropertyMe holds your trust accounting. PMFriend does not. We import properties, leases, and contacts from PropertyMe nightly so your portfolio in PMFriend stays synchronised. We never push anything back.

This preserves the "sit beside, never replace" principle — your PMS stays the source of truth for trust accounting audit.

The intended flow​

  1. You set up a nightly CSV export in PropertyMe (they support this natively under Reports → Scheduled exports).
  2. Configure the export to drop into an S3 bucket we provision per agency (pmfriend-import-{agencyId}).
  3. Our scheduler runs at 02:00 AEST, picks up new files, parses + upserts.
  4. Email summary lands in the agency admin's inbox: "187 properties synced, 3 new, 5 updated, 0 errors".

What maps where​

PropertyMe exportPMFriend entityMatch key
PropertiesProperty(agencyId, externalSource='PROPERTYME', externalId)
OwnersOwnersame
TenantsTenantsame
LeasesLeasesame
Compliance events (done)ComplianceTask (completed)same

Schema change required: add external_source (text) + external_id (text) columns to all four aggregates. Re-runs update, never duplicate.

What does NOT sync​

  • Rent ledger entries (trust accounting — deliberately not ours)
  • Statements
  • Bank deposits
  • Owner disbursements
  • Journal entries of any kind

Error handling​

Per-row failure tolerance, same as the CSV Wizard. A malformed row doesn't break the batch.

The nightly summary email lists:

  • How many rows succeeded
  • How many rows failed + why
  • Top 20 per category with links to remediate

If I don't use PropertyMe?​

PropertyTree + Console one-way syncs are on the roadmap after PropertyMe. Same shape: S3 drop + nightly import with upsert-by-external-id.

For agencies on custom / off-brand systems, the CSV Wizard is the supported migration path.

Roadmap​

See Product Roadmap for shipping commitment and estimated timing.

See also​