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User Sync Automation

Overview

With our property management system (PMS) integration, residents created in the property management software are automatically added to Latch Manager. This integration saves time for property managers by removing the need to add resident data to multiple systems. Please note that property managers will still need to log in to Latch Manager to set up access for the newly synced residents, as automatic access provisioning is not yet available.

How the integration works

With the Latch integration, resident information is pulled from the PMS and automatically populates in Latch Manager. 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 at a minimum of once per hour. When the PMS syncs with Latch Manager:

  1. It checks all people who have previously been synced through this integration and imports any new information into Latch Manager. 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 Manager:
    • Check if there is a user in Latch Manager 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 Manager. This contact will be populated with information from the PMS.

Move In, Move Out Automation

Move In, Move Out Automation is a feature available within Latch Manager Web 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 into your ePMS system.

 

Set Up

To get set up, please verify that your properties have fully completed the steps for ePMS integration with Yardi Voyager 7S, Realpage Onesite, or Entrata. Once the initial integration is complete, Move In, Move Out automation can be requested by contacting your Customer Success Manager.

If you do not have a Customer Success Manager or are unsure of their contact information, contact support@latch.com with the above information. 

 

Using Move In, Move Out Automation

The following status labels within your ePMS system will automatically result in the following changes in Latch Manager Web:

ePMS Status Label

Latch Manager Web Change

Future Resident No access is assigned.
Current Resident Resident access is automatically assigned based on the resident’s unit in your ePMS system.
Unit Change Resident access is updated based on the resident’s unit change in your ePMS system.
Past Resident All access is revoked.


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

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

Latch Manager Web Status Change

Latch Manager Web Change

Future Resident to Current Resident Resident keys are assigned based on your ePMS assignment.
Current Resident to Past Resident All keys, manually & automatically assigned, are revoked.
Current Resident to Future Resident All keys, manually & automatically assigned, are revoked.

 

Troubleshooting

Contact support@latch.com for troubleshooting steps around your Move In, Move Out Automation. In your email, please include the following:

  1. Property Name
  2. ePMS System Used
  3. Portfolio or Property Manager account which encountered the issue.

Set-Up Process

RealPage set-up process

Customers can search for Latch in their RealPage marketplace and request our integration. After requesting the integration, please email ePMS@latch.com to let us know that a RealPage request has been submitted. Our team will review the data to ensure our integration is compatible with the building’s RealPage setup. Once our team approves, we’ll set up a time with your team to turn on the integration.

Yardi set-up process

To get set up, please verify that your properties are on Voyager 7 and that Latch has been enabled as an interface vendor with permissions to the appropriate building(s) and common data interface. Following this, please email ePMS@latch.com to request the Yardi integration. In this email, please include the building name and the following Yardi API credentials:

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

All of the above information is needed in order to set up the integration. After we receive the credentials, our team will review the data to ensure our integration is compatible with the building’s Yardi setup. Once our team approves, we’ll set up a time with your team to turn on the integration.

If you’d like to add additional properties to the integration after the initial request, please update the properties that Latch has access to within Yardi and email ePMS@latch.com with the request. There is no need to resend the Yardi API credentials outlined above.

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 set up. Once complete, please email ePMS@latch.com to request the Entrata integration. Please include the building(s) name(s) and the following Entrata API credentials:

  1. Entrata Domain
  2. Username
  3. Password

All of the above information is needed in order to set up the integration. After we receive the credentials our team will review the data to ensure our integration is compatible with the building’s Entrata setup. Once our team approves, we’ll set up a time with the customer to turn on the integration.

If you’d like to add additional properties to the integration after the initial request, please update the properties that Latch has access to within Entrata and email ePMS@latch.com with the request. There is no need to resend the Entrata API credentials outlined above.