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Rent Manager API Data Pull

How to pull customer data with Rent Manager Integration

  • If there is an active, enabled Rent Manager (RM) integration, it's possible to pull selected information via Partner Web Access
    • This information can be used to support building out the customer's account
  • Proceed to RM partner API partner access by entering the company code at the front of this URL https://”companycode”.api.rentmanager.com/Help/TestClient
    • To locate the company code see “Creating an Integration” on the Internal RentManager Guide
    • Ex. for Homestead Communiites https://hsc.api.rentmanager.com/Help/TestClient
  • At the login screen click “Partner Login”
  • Enter the “Partner Token” listed below and click “Partner Log In”
    1. 4221474a-db3f-4275-aa6b-5626190385a7
  • We have finite IP addresses to log into this service for, so if login is unsuccessful contact  “Product Updates” in slack and ask for assistance.
    • One way of accessing this is to get access to the Identity VPN.  That connects you to the internet through the PP home office.  You can login through the office - our IP address there has permission.  (You can also login if you happen to be in the office.  But if you’re remote, you need to be on the VPN.)
    • Don’t worry if the above paragraph seems like gobbledygook.  When you post to “Product-updates,” just let them know that you need access to the home-office VPN.
  • Click “Partner Authentication” tab and enter the same token listed above
    • This will change the “Authenticated As” status from “Unauthenticated” to “Partner”

  • Once the above is completed, you will be automatically moved to the “Request Builder” Tab
  • To pull the full list of locations follow these steps
    • Entity: Select “Properties”
    • Click “Advanced Options”
    • Under “Embed Options” select “Addresses”
    • Click “Send”
    • If successful you will see a message that says “OK” next to the “Send” button
    • Below there will be a JSON output file, click the blue copy button (two sheets of paper) above the file.
    • Proceed to this JSON converter and paster (ctrl + v) into the window that says “Paster your JSON text here”
    • Click “Download CSV” once the conversion is completed
  • To pull the full list of GL codes (Expense Accounts) follow these steps
    • Entity: Select “GLAccounts”
    • Click: “Advanced Options”
    • Under “Filter Options” click “Add”
    • Filter Field: Select “GLAccountType”
    • Operation: Select “EqualTo”
    • Value: Enter “Expense”
    • Click Save
    • Click “Send”
    • If successful you will see a message that says “OK” next to the “Send” button
    • Below there will be a JSON output file, click the blue copy button (two sheets of paper) above the file.
    • Proceed to this JSON converter and paster (ctrl + v) into the window that says “Paster your JSON text here”
    • Click “Download CSV” once the conversion is completed
  • To pull the lot designation (housing units) follow these steps
    • Entity: Select “Properties”
    • Click “Advanced Options”
    • Under “Embed Options” select “Units”
    • Click “Send”
    • If successful you will see a message that says “OK” next to the “Send” button
    • Below there will be a JSON output file, click the blue copy button (two sheets of paper) above the file.
    • Proceed to this JSON converter and paster (ctrl + v) into the window that says “Paste your JSON text here”
    • The output for the lot designation is generally larger than others. The converter used has a maximum file size of 1.0MB
      • If the output is too large you will need to convert with this alternate converter that allows for larger size.