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AppFolio: Set up a Scheduled Export

  • Updated

NOTE: These instructions are for clients using AppFolio Plus WITHOUT API access.

If you use AppFolio Property Manager Max or AppFolio Plus including the Database API as an Add-On Subscription, please use the setup instructions in our AppFolio Integration Setup article.

To integrate your AppFolio PMS with EliseAI, you must set up a scheduled export in AppFolio using Report Builder. This ensures that your AI Assistant can access your property data and share accurate information with prospects.

You do not need to download the report. Instead, the report will import directly into EliseAI

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

 

Step 1: Navigate to Report Builder

Start the process by navigating to AppFolio's Report Builder.

  1. Log in to AppFolio.
  2. Click Reports at the top of the page.
  3. Click Report Builder. If you don’t see this right away, look for an item called Custom Reports or Report Builder under the Reports menu.

 

Step 2: Start a New Report

Next, start a new report that combines Rent Roll and Vacancy data. 

  1. In Report Builder, click New Report (or Create Report).
  2. For Report Type (or data source):
    • Select Rent Roll first.
    • Include Vacancy data if there’s an option to add another source. This may be labelled “Add dataset”, “Add source”, or similar.
      • If you cannot find this option, continue to the next step.

  3. Give the report a name so you can track it easily. For example:
    “Elise AI – Rent Roll + Vacancy Export”

     

Step 3: Select Columns

In Report Builder, locate the tool for adding columns. This may be called Fields, Columns, or Data Fields.

Add all of these columns to the report, in this exact order:

  1. Property Name
  2. Property Address
  3. Tags
  4. Floor Plan
  5. BD/BA
  6. Sqft
  7. Market Rent
  8. Advertised Rent
  9. Amenities
  10. Rent Ready
  11. Unit
  12. Unit Status
  13. Rent Ready
  14. Available On
  15. Next Move In
  16. Ready For Showing On
  17. Unit Turn Target Date

NOTE: If you cannot find a column with an exact name match, select the closest possible match.

 

Step 4: Save the Report

After you add columns, click Save (or Save Report). Double-check that the name is easily identifiable so EliseAI can locate the report.

 

Step 5: Set Up a Scheduled Export

Once you save the report, you can set up the scheduled export: 

  1. Look for a button labelled:
    • Schedule, Schedule Report, Schedule Export, or Email/Schedule.
  2. Click on the button. 
  3. Select the following options: 
    • Format: CSV
    • Frequency: Daily
  4. Add your CSM's Email Address in the Recipients / Email field.
  5. Save the schedule to complete setup.

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