Integrations¶
PropMan integrates with a wide variety of third-party services to provide a seamless experience for Property Managers.
The majority of PropMan integrations power the billing and auto-reconciliation features.
Integrations include:
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Looking for a specific integration? Contact us at support@propman.com.
Postgrid¶
Approve checks for remote print and mail for a fee.
The Postgrid integration allows Property Managers to approve checks. It is an alternative to printing on your own check stock and mailing them.
To approve a check, you will navigate to the Print Checks screen and select the check or checks you want to approve.
Remote print button
A check will be generated and mailed to the Vendor or non-vendor recipient and the check marked as printed in PropMan.
Remote print check
Management’s fee for this service is negotiated with PropMan and is largely based on the cost to PropMan to use the Postgrid API.
Plaid¶
Sync bank balances and transaction data.
Plaid offers a wide range of services primarily for securely connecting to bank accounts. PropMan allows you to link bank accounts to Building Capital Accounts, and sync balances and transactions. This synchronization allows PropMan’s auto-reconciliation engine to pull in transactions, identify cleared checks, and reconcile accounts.
Linking a bank account to a Capital Account is done in the Edit Building screen or by clicking a red Link Account icon on the Building Card.
Edit Building: Sync Accounts button
Building Card: Red Link Account icon
Follow the instructions in the Plaid Link Window to link the account.
Plaid Link |
Plaid Link: Select Institution |
Once linked, PropMan will automatically sync the account and transactions, and the color of the link icon on the Building Card will change to yellow or green.
BAI Files¶
Sync bank balances and transaction data.
BAI Files is a service sometimes provided directly by banks when the size of the relationsip with Management warrants it.
BAI files are like electronic bank statements with a well defined format. There is an initial setup involved to configure secure connections with the bank.
Let your PropMan Account Manager know if you are interested in this service.
Once setup, PropMan will automatically sync the account and transactions, similar to the Plaid integration.
Stripe¶
Collect payments from Residents.
You have likely interacted with Stripe before. It is a popular payment processor for online payments.
PropMan’s Stripe integration is one of two implementations for PropMan Payments.
A Property Manager must setup Stripe for each Building for which you wish to enable ProMan Payments. Doing so registers the Building and its EIN with Stripe, provides Stripe with important KYC information, and sets up the bank account for payouts.
See the PropMan Payments documentation for instructions on how to setup Stripe for PropMan Payments.
Residents will be given the option to pay online via Stripe in the Resident Portal.
Note
Stripe provides its own payments dashboard which will be accessible to the Property Manager after signup.
Moov¶
Collect payments from Residents.
PropMan’s Moov integration is one of two implementations for PropMan Payments.
ClickPay¶
Collect payments from Residents.
A ClickPay relationship is between Management and ClickPay directly. If one exists, PropMan can work with ClickPay to setup the integration.
PropMan uploads daily Bill Files to ClickPay, and ClickPay will process the payments and update it’s view of Resident balances.
ClickPay provides PropMan with a daily report of payments, and PropMan synchronizes this with the Resident accounts.
CheckAlt (KliknPay)¶
Collect payments from Residents.
A CheckAlt relationship is between Management and CheckAlt directly. If one exists, PropMan can work with CheckAlt to setup the integration.
PropMan uploads daily Bill Files to CheckAlt, and ClickPay will process the payments and update it’s view of Resident balances.
CheckAlt provides PropMan with a daily report of payments, and PropMan synchronizes this with the Resident accounts.
MaintainX¶
3rd party maintenance management.
