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Integrate with Property Tree

  • Updated

Learn how to set up the Property Tree integration, complete the MRI Vault-side configuration, and understand which fields sync for residential and commercial.

This article covers:

About the Property Tree integration

Use the Property Tree integration to automatically sync property and contact data directly into MRI Vault for residential and commercial use cases. This article covers activation, what data syncs, how contact ownership and duplicates are handled, how to push new managements from MRI Vault to Property Tree, and how to deactivate the integration.

Who can do this: Property Tree administrators (to activate/deactivate in Partner Gateway) and MRI Vault users with permission to coordinate integration setup.

Before you begin (prerequisites)

Confirm you have the proper access and information before you start.

  • Property Tree admin access to Configuration > Integrations > Partner Gateway
  • A Vault account and permission to request/support integration setup
  • Support channel details to complete the configuration in MRI Vault
Tip: Keep your office’s preferred Category for landlords/tenants and the Contact Owner (often a “Team”) ready; these are used when enabling contact sync.

Activate the integration in Property Tree (Partner Gateway)

Follow these steps in Property Tree to enable Vault integration.

  1. Go to: Configuration > Integrations > Partner Gateway
  2. Find Vault and click Activate
  3. Tick the checkbox to accept the Legal Terms and confirm
Note: Activation in Property Tree establishes the connection, but you must still complete the Vault-side configuration (next section) before data syncs.

Complete the setup in MRI Vault (contact support)

After activation in Property Tree, contact the MRI Vault support team to complete setup within MRI Vault.

  • Phone (AU) - 1300 788 689
  • Overseas Phone - +61 8 6800 7085
  • Log a support ticket - Help > New Support Ticket
    Help-new-ticket.png
Tip: When logging a ticket, include that you’ve already activated MRI Vault in Property Tree’s Partner Gateway and specify whether you want Landlord and/or Tenant sync enabled and which Category and Contact Owner to use.

Deactivate the integration in Property Tree

You can turn off the integration from the same place you activated it.

  1. Go to: Configuration > Integrations > Partner Gateway
  2. Find Vault and click Deactivate
Note: Deactivation halts future syncs. Any data already synced will remain in MRI Vault unless you remove it in accordance with your data policies.

What data syncs between Property Tree and MRI Vault

Understand the types of data exchanged and how they appear.

Properties & vacancies

Sync property-level information to support marketing and management workflows.

  • Property information (address, attributes, etc.)
  • Vacancies (where applicable)

Tenancy details

Surface essential lease details to keep pricing and timelines aligned.

  • Lease start date
  • Rent amount

Advertised rent

Sync the listing price displayed across marketing contexts.

  • Residential - Advertised rent amount
  • Commercial - Lease price per annum

Key IDs

Keep keys mapped to properties to streamline office operations.

  • Key identifiers linked to the property

Landlords & Tenants (contact fields)

Bring owner/tenant details into MRI Vault for communication and categorisation.

  • Title/Salutation, First Name, Last Name
  • Address (Unit, Street No., Street [Address Line 1], Suburb, Country, State, Postcode) - supports local/overseas
    Email address, Mobile phone, Telephone
  • Excluded - “No Marketing” (treated as unsubscribe from email/SMS/letters)

Note: Sync of Landlords and/or Tenants is not enabled by default. Ask MRI Vault Support to enable it and specify the Category and Contact Owner (we recommend a “Team” owner).

Tip: Keep a consistent Category naming convention (e.g., “Landlords”, “Tenants”) to simplify reporting and segmentation.

Control how Landlords and Tenants are handled

How MRI Vault handles new/duplicate contacts, and how it handles deletions from Property Tree.

  1. Duplicate handling (on ingest from Property Tree)
  • Use MRI Vault’s duplicate check tool if you want to merge newly ingested Property Tree owners/tenants
  • MRI Vault intentionally does not auto‑match by the same name to avoid cross‑department collisions (e.g., a closed PM database vs. Sales database)
  1. If an Ownership record is deleted in Property Tree
  • MRI Vault removes the contact from the “Landlords” or “Tenants” Category (assuming the contact isn’t in other active Property Tree ownerships)
  • MRI Vault disassociates related contacts from the rental property
  • MRI Vault does not delete the contact record itself (the person might be used elsewhere, e.g., they attended an open home and are used by Sales)
Tip: Review duplicates regularly to keep contacts clean while respecting “closed” vs “open” database strategies across departments.

Send a new management from MRI Vault to Property Tree

You can create a new management in Property Tree directly from MRI Vault using either of the following methods.

Method 1: From the property card in MRI Vault

Push the current property into Property Tree as a new management.

  1. Go to: The property profile in MRI Vault
    Send-to-pt.png
  2. Choose Send to Property Tree (New Management)
  3. Review the details, then create the management in Property Tree

Method 2: From the Pipeline module (quick action)

Use Pipeline to quickly create a management for a property.

  1. Go to: Prospecting > Pipeline in Vault
  2. Use the quick action to Send to Property Tree
    Pipeline.png
  3. Confirm the property and click Create Management in Property Tree
    Create-management.png

What's next?

Learn about the other integrations supported by MRI Vault.

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