Step 1 - Prepare your PMS credentials

To begin please follow these instructions to learn more about the required permission. 

Step 2 - Access Mission Control and Choose Property for Synchronization

Once your credentials are added, log in to Latch Mission Control and proceed to the Latch Property you wish to integrate with your PMS, in these screenshots the Latch property name is 123 Building Name. 

Step 3 - Set Up and Select PMS

Navigate to the “Integrations” page. In the “Automate user creation and updates integration” card, click on "Set Up". If PMS was already selected and the PMS credentials are connected, click on “Configure.”

Step 4 - Create new PMS credentials or choose an existing PMS credentials

In the “Enter Credentials” screen, create new credential or select the credentials you want to use for the integration and click on “Continue”.

Step 5 - Select the PMS properties you would like to sync into Latch

After choosing your credentials, in the “Attach Property IDs” screen, select the PMS properties you want to sync into the currently active Latch property (in this example, 123 Building Name) and click on “Continue.”

Step 6 - Exclude PMS lease statuses you don’t want to sync to Latch

In the “Exclude Lease Statuses” screen, add any lease statuses you don't want to sync into Latch and click on “Continue." Any resident with these statuses will not be pulled into Latch.

Step 7 - Turn on the integration

In the “User Sync Integration” screen, toggle on and activate the integration, and click on “Done." The sync between the PMS and Latch happens automatically every hour. You can also trigger a manual sync on the People page.

Manage Settings

RealPage set-up process

Customers can search for Latch in their RealPage marketplace and request our integration. After requesting the integration, please email support@latch.com to inform us that a RealPage request has been submitted.

To set up the integration, you will need all of the information listed above. Once you have your credentials, you can continue with the setup process in Mission Control.

Yardi set-up process

To get set up, please verify that your properties are on Voyager 7 and that Latch has been enabled as a Billing and Payments interface vendor with permissions to the appropriate building(s) and Common Data interface. To connect Yardi to Latch, you will need the following:

1. Service URL
2. Server name
3. Database (often the same as the server name)
4. Username
5. Password

Once you have your credentials, you can continue with the setup process in Mission Control.

Entrata set-up process

To set up the integration, enable Latch with the GetLeases, GetProperties, and GetPropertyUnits APIs within Entrata, as well as on the associated properties they would like to set up. 

1. Entrata Domain
2. Username
3. Password

To set up the integration, you will need all of the information listed above. Once you have your credentials, you can continue with the setup process in Mission Control.

AppFolio set-up process

With the User Sync integration, residents created in the property management software (PMS) are automatically synced to Latch Mission Control. This integration saves time for property managers by removing the need to add resident data to multiple systems. 

How the integration works

With the Latch integration, resident information is pulled from the PMS and automatically populates in Latch Mission Control. Synced information includes first name, last name, email, phone number, leasing start, and end date, move-in and out date, and unit number.

Syncs occur automatically at a minimum of once per hour. When the PMS syncs with Latch Mission Control:

1. It checks all people who have previously been synced through this integration and imports any new information into Latch Mission Control. If the email address has changed, the sync will not complete.
2. If users have a “pending” or “current” status in the PMS and have not yet been added to Latch Mission Control:

• • Check if there is a user in Latch Mission Control with the same first name, last name, and email as the PMS. If everything matches, the user will be synced.
  • If there’s a partial match (i.e. email addresses match but different names), the user will be flagged and the property manager can review.
  • If there’s no match, a new contact will be created in Latch Mission Control. This contact will be populated with information from the PMS.
  • To manually sync your property management system, go to the "People" tab and click "Sync Now" under "Actions."

• On the Latch Mission Control People tab, you will see when the last sync with the PMS occurred.
• If you have any pending alerts from the automation, you will see a red exclamation mark in the upper right corner in Mission Control. Click on the red exclamation mark to open the Alert window, where you can review the alerts received.

Duplicate Emails

Review the Duplicate Emails alerts. Please note that each user must have their unique email address in Latch. On this screen, there is a list of users in your PMS with the same email address. Users with duplicate emails are not synced from PMS to Latch. Please adjust the email address of those users in PMS. Once adjusted, users will be imported to Latch in the next sync.

Duplicate Accounts

Review the Duplicate Accounts alerts -  Duplicate accounts can cause confusion and inaccuracies between Latch and your PMS.

Name Mismatch

Name Mismatch occurs when there is a difference in the resident's name between your PMS and Latch.

• If the name is correct in Latch, update the resident's entry in PMS.
• If the name is correct in PMS, click Merge and override the name in Latch. 

Email Mismatch

Email Mismatch occurs when a resident's email address is different between your PMS and Latch. Latch requires a unique email address for each user. To resolve Email Mismatch, ensure that the correct email address is associated with the correct resident account.

• If the email address is correct in Latch, update the resident's entry in PMS.
• If the email address is correct in PMS, click Create Separate and delete the old Latch account.

The Unit Sync integration is a vital feature of Latch's ePMS integration, designed to streamline the management of residents' units within Latch.

With Unit Sync, property managers can automate the assignment of residents to their respective Latch units, based on the information available in their Property Management System (PMS).

This support article will guide you through the process of mapping your PMS units to their corresponding Latch units in Mission Control, ensuring a smooth integration experience.

FAQs: Unit Sync Integration

Q: What does the Unit Sync integration do?

A: The Unit Sync integration automates the process of assigning residents to their respective Latch units based on their corresponding assignments in the Property Management System (PMS). It ensures that residents are accurately and seamlessly linked to their designated Latch units without manual intervention.

Q: How do I enable the Unit Sync integration?

A: The Unit Sync integration is enabled automatically once you activate the User Sync integration. There is no separate action required to turn it on.

Q: How can I disable the Unit Sync integration?

A: To disable the Unit Sync integration, please send an email to support@latch.com. Our support team will assist you with the request.

Q: How do I create Latch units?

A: To create Latch units, follow these steps:

1. Log in to Mission Control.

2. Navigate to the Manage Units screen.

3. In the Manage Units screen, click on "Actions" and select "Add Unit".

4. You can create a single unit by entering the necessary details or choose to bulk create units using a CSV file.

Q: How can I bulk import my PMS units to Latch?

A: To bulk import your PMS units to Latch, please send an email to support@latch.com. Our dedicated integrations team will assist you throughout the process of importing your PMS units into Latch.

Q: How do I map my PMS units to Latch units?

A: To map your PMS units to Latch units, follow these steps:

1. Log in to Mission Control.

2. Click on "Manage Settings" and select "Integrations."

3. In the Integrations section, click on the blue "Manage Settings" button and go to the Unit Mapping tab.

4. Locate each PMS unit and select the corresponding Latch unit from the available options.

Q: Can I remove a mapping between a PMS unit and a Latch unit?

A: Yes, you can remove a mapping between a PMS unit and a Latch unit by following these steps:

1. In the Unit Mapping tab of the Integrations section, click on the blue "Edit" button next to the mapping you wish to remove.

2. Then, click on the "Remove Mapping" option to unlink the PMS unit from the Latch unit.

Q: I have additional questions or need further assistance. What should I do?

A: If you have any other questions or require further assistance with the Unit Sync integration, please reach out to our support team at support@latch.com. They will be happy to help you with your inquiries.

The Automated Access Automation is a feature available within Mission Control that automatically adjusts resident access in Latch based on changes within your ePMS system. This feature is designed to streamline your property management operations by removing the need to manually assign access to residents once they’re added to your ePMS system.

When is resident access provisioned through Automated Access integration?

The resident access is provisioned when you update a resident's lease status to "current" in the PMS. Once the system detects this change, it assigns access to that resident with a start time of 15 minutes after the status change is detected.

When is resident access revoked through Automated Access integration?

The resident access is revoked when you update a resident's lease status to "past" in the PMS. Once the system detects this change, it revokes access to that resident within minutes. 

Setting Up Automated Access

Follow these steps to set up Automated Access for your property:

Step 1: Verify User Sync Is Enabled

Make sure that User Sync is enabled for your property. Follow these steps to verify.

Step 2: Create Common Area Keys (Optional)

Common Area Keys are shared with all current residents. We recommend creating two sets of Common Area Keys:

1. Residents Entrance - Include all doors that enable residents to reach their front door (Entrance, Elevators, Emergency Exits, Stairs, etc.).
2. Residents Amenities - Include all doors leading to amenities.

Note: These keys can be shareable or not, depending on your preference.

Step 3: Request Integration

Request the integration by following one of these methods:

• • Go to the 'Integrations' tab in your Mission Control and follow the integration setup steps.
  • Reach out to our support team at support@latch.com for assistance with integration.

Operation Mode

The default operation mode for the Automated Access integration is "Approval Required". In this mode, all access suggestions need to be reviewed by property managers in Mission Control before they take effect. No changes will be made to resident access until property managers review and approve the access suggestions.

If any access suggestions need to be corrected, property managers should not approve them and instead reach out to support@latch.com for assistance. We're happy to help make the necessary changes to ensure everything runs smoothly.

Changing the Operation Mode

If you would like to change the mode of operation, follow these steps:

1. Navigate to the Integrations page in Mission Control
2. Click on "Manage Setting"
3. Select the "Automate Access" tab
4. Choose your preferred operation mode from the drop-down menu
5. Click "Save" to confirm the update

Automated Access - Working Scenarios

The following status labels within your ePMS system will automatically result in the following changes in Mission Control:

As a Portfolio or Property Manager, you will still be able to manually revoke or add specific door access within Mission Control. This can be done for both residents and non-residents.

You can also manually adjust a resident’s status label within Mission Control. The changes below will result in the following:

Post-Activation Steps