AppFolio Integration Setup

This article outlines the steps required to integrate your AppFolio account with EliseAI. Please follow each step carefully to ensure a successful integration.

Navigate to each section of this article with the links below:

• Overview

• Step 1: Provide AppFolio Credentials

• Step 2: Request API Access and Endpoint Enablement

• Step 3: Ensure Units are Associated with Unit Types

• Post-Launch – Disable AppFolio Scheduler (For AppFolio Websites Only)

Overview

We recommend starting the integration process as soon as possible to ensure a seamless launch. 

Use EliseAI Credentials Pages to set up your AppFolio integration. To access a credentials page: 

1. Open the EliseAI Portal.
2. Click Onboarding in the left sidebar.
3. Locate the row for the Building and Product you would like to integrate. 

4. Click the red + Setup button in the row's Integration column.

   

Need Help?

Please submit a ticket if you have any questions about this process. Use the CC field to copy:

1. onboarding.integrations@meetelise.com  
2. Your Customer Success Manager 

Step 1: Provide Appfolio Credentials

1. Log in to your Appfolio Developer Portal.

   Note: Please ensure you are using your Developer Portal, and not your Client Portal. Credentials must come from the Developer account associated with your database.

2. Retrieve your credentials:
   • Developer ID: Go to Admin > Developer ID
   • Basic Auth Client Secret: Under API Credentials, select Basic Auth and click Generate Client Secret
   • Client ID: Navigate to Dashboard > Access Credential Management > Show Client ID.
3. Submit your credentials on the EliseAI Credentials Page.
   • Developer ID
   • Client Secret
   • Client ID

Step 2: Request API Access and Endpoint Enablement

Your AppFolio account must be configured to allow access to specific API endpoints required by EliseAI.

Action Required:

Send an email to database.api.support@appfolio.com and copy:

1. onboarding.integrations@meetelise.com  
2. Your Customer Success Manager 

Subject: API Access for EliseAI Integration

Body:

Hello,

We are working with EliseAI and need to ensure our AppFolio API configuration supports their integration. Can you please confirm that the following endpoints and all fields are enabled for our account?

Leads (all fields):

• List All Leads (include GuestCardID Field)
• Create Leads
• Update Lead
• List All Lead Notes
• Create Lead Note
• Update Lead Note

Listings:

• List All Listings

Showings:

• List All Showings
• Create Showing
• Update Showing

Rental Applications (all fields):

• List all Rental Applications

Tenants (all fields):

• List all Tenants

Properties:

• List All Properties
• List All Property Marketing Photos
• List All Property Notes
• List All Property Attachments
• List All Properties Photos

Units:

• List All Units

Unit Types:

• List All Unit Types

Users:

• List All Users

Please let us know once access has been confirmed. Thank you.

If you are also launching Resident products (Maintenance, Delinquency, Renewals), please include the following APIs in the request:

Tenants:

• List All Tenants
• List All Tenant Notes
• Update Tenant Note
• Create Tenant Note

Charge:

• List All Charges
• List All Delinquent Charges
• List All Recurring Charges

Ledger:

• List All Tenant Ledgers
• List All General Ledger Details

Maintenance:

• List All Work Orders
• List Work Order Attachments
• Create Work Order Note
• Create Work Order Attachment
• Update Work Order Attachment
• Create Work Orders
• Update Work Order

Step 3: Ensure Units Are Associated with Unit Types

EliseAI requires each unit in your AppFolio database to be associated with a Unit Type. Without this connection, we cannot accurately read unit-level availability.

Action Required:

1. Log into AppFolio.
2. Go to Properties > Units.
3. Select a unit from the table.
4. On the summary card (showing Property, Address, and Unit Type), click Edit.
5. Use the Unit Type dropdown to select the correct Unit Type.
6. Click Save.

Repeat this step for any units not currently linked to a Unit Type.

IMPORTANT: Once all steps are complete, please notify your EliseAI Customer Success Manager so we can finalize your integration and begin syncing leads to EliseCRM.

Post-Launch – Disable AppFolio Scheduler (For AppFolio Websites Only)

If your website is hosted by AppFolio, you cannot embed EliseAI's custom scheduler. However, to avoid conflicting scheduling tools, you should disable AppFolio's native scheduler once EliseAI is live.

Action Required After Launch:

1. Log into your AppFolio database
2. Navigate to the settings for Prospect-Scheduled Showings

3. Uncheck the option:

   Allow prospects to self-schedule showings from website listings

This will remove the "Schedule Showing" button from all listings on your AppFolio-powered website.

Need More Support?

If you have any questions about the setup process or run into issues, please reach out to your EliseAI Customer Success Manager or submit a ticket.