Skip to main content

Property Tree Integration

  • Updated

The Property Tree integration allows you to easily sync property & contact data directly into Vault. Below is a guide on how to set up the integration and a breakdown of data that is synced once activated.

Contents:

Step by step

Setting up the integration

You will first need to activate the Vault integration via the Property Tree Partner Gateway using the below steps

1. Navigate to Configuration > Integrations > Partner Gateway

2. Click to 'Activate' Vault from the Partner Gateway options

3. You will then be required to tick the checkbox and accept the Legal Terms, to proceed with the activation 

4. Once activated, you will then need to contact the Vault support team to assist with the setup within Vault via one of the three options below: 

  • Phone - 1300 788 689
  • Overseas Phone - +61 8 6800 7085
  • Log a support ticket (Support Center > New Support Ticket) 

Deactivating the Integration

Deactivation of the Vault Integration in Property Tree can be done through the Partner Gateway via the below steps: 

1. Navigate to Configuration > Integrations > Partner Gateway

2. Click to 'Deactivate' Vault from the Partner Gateway options

Administrators in Property Tree can activate the integration to sync the following Property Tree information with Vault:

  • New Managements from Vault to Property Tree
    • Once a property is set as a Management/Listing in Vault (Manual Push)
  • Vacancies, including:
    • Property information (address, attributes, etc)
    • Tenancy information (lease start date, rent amount)
    • Advertised rent amount
    • Key ID's
  • Landlords or Tenants, including:
    • Title/Salutation
    • First Name
    • Last Name
    • Unit, Street Number, Street (Address Line 1), Suburb, Country, State & PostCode
    • Address of Landlord/Tenant (supports overseas or local address)
    • Email Address
    • Mobile Phone
    • Telephone
    • Excluded: No Marketing (sets unsubscribe from email/SMS/letters)
  •  

Additional information

Sync of Landlords and/or tenants is not enabled by default; it needs to be ticked as shown:

The user then nominates the “Category” to place the landlords or tenants into; and who owns these contacts (We recommend using a “team”)

 

  • When populating landlords or tenants from Property Tree:

    • If an office wants to merge a newly ingested PropertyTree owner, they may do so using the Duplicate Check tool

    • Vault will intentionally not match (duplicate check) against existing contacts by the same name – eg the office may intentionally be running a closed database and do not want PM data interfering with their sales division

  • If an Ownership record (Property Tree) is deleted:

    • Vault will remove the contact from the “Landlords” or "Tenants" category on the assumption the contact does not exist in other active ownership records (from Property Tree)

    • Vault will disassociate the related contacts from the rental property

    • Vault will not remove the actual contact (landlord or tenant) as this may be used for other purposes since ingestion (eg the landlord has been at recent open homes and is used by the sales department – assuming an “open” database)

A new management can be sent from Vault directly into Property Tree. This can be done from the property itself as shown below on the property card: 

Alternatively, you can send a new management using the quick action from within the Pipeline module as shown below. More information on the Pipeline module can be found in the Pipeline - BETA knowledge article.

Upon sending a management to Property Tree, we can apply the below settings and click Create Management in Property Tree.

Related articles