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AppFolio

Connect your AppFolio property management account to Expiration Reminder so tenants, leases, and properties sync over automatically.

 

Before You Begin

  • You must be an Admin to connect or disconnect integrations.
  • You need an API Developer ID and an API Secret from your AppFolio account. These are issued by AppFolio's API team — contact AppFolio support if you don't have them yet.
  • Once connected, AppFolio data syncs into Expiration Reminder so you can track lease and property-related expirations alongside your other items.
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What the integration does

After you connect AppFolio:

  • Property and tenant records sync into Expiration Reminder.
  • Expiring items tied to those records (for example, lease end dates) appear as expiration items.
  • Updates made in AppFolio flow through to Expiration Reminder on the next sync.

This means property managers can use Expiration Reminder's reminder schedule, reports, and assignment tools on top of their AppFolio data.

Step-by-Step Instructions

Step 1: Get your AppFolio API credentials

  1. Sign in to AppFolio and contact AppFolio support to request API access.
  2. AppFolio provides:
    • API Developer ID
    • API Secret

Both values are required. Treat the secret like a password — anyone who has it can read your AppFolio data through the API.

Step 2: Open the AppFolio connection page

  1. From the left sidebar, click Integrations.
  2. Find AppFolio in the list and click Connect (or navigate directly to /appfolio/connect).

Step 3: Paste your credentials

Fill in the two fields:

  • Developer ID — the API Developer ID issued by AppFolio.
  • API Key Secret — the API Secret issued by AppFolio.

Step 4: Save and initialize

  1. Click the green Save button.
  2. The integration is created and the initial sync runs automatically.
  3. You're redirected to the AppFolio integration overview page.

If anything is wrong with the credentials, an error message appears at the top of the form. Double-check your values and try again.

Step 5: Review imported data

  1. From the left sidebar, click LocationsContacts, or Expiration Items depending on what AppFolio synced.
  2. Records imported from AppFolio are tagged so you can identify them.
  3. Adjust reminder schedules, ownership, or tags as you would for any other record.

Tips & Best Practices

  • Keep your AppFolio data clean. The sync is one-way (AppFolio → Expiration Reminder). If a contact's email is wrong in AppFolio, fix it there — editing in Expiration Reminder may be overwritten on the next sync.
  • Use tags to separate property types. Apply tags like "Residential" or "Commercial" to the synced records so you can filter by them in reports and the calendar.
  • Set reminder schedules for lease renewals. Lease end dates often need 90+ days of notice. Configure a 90/60/30/14-day default reminder schedule for lease items.
  • Document the integration. Note in your team wiki who owns the AppFolio credentials, where they're stored, and when they were last rotated.

Troubleshooting

  • Issue: I clicked Save but got an error message.
    Solution: Check the Developer ID and API Key Secret values exactly — no extra spaces, correct capitalization. If the values are right, contact AppFolio support to confirm the API key is active.
  • Issue: AppFolio records aren't appearing in Expiration Reminder.
    Solution: Wait a few minutes for the initial sync. If they're still missing, re-open the AppFolio connect page and re-save the credentials to retrigger the sync.
  • Issue: A lease end date is wrong.
    Solution: Dates come directly from AppFolio. Fix the value in AppFolio and the next sync will update Expiration Reminder.
  • Issue: I want to disconnect the integration.
    Solution: Open the AppFolio integration page and use the disconnect option. After disconnecting, previously imported records remain but will no longer auto-update.

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