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1. Integrate: AppFolio & Livable Pro

Learn how to integrate Livable with AppFolio to automate utility billing, sync resident data, and streamline property management workflows. This article covers supported triggers, setup steps, and activation requirements.

Key Benefits of Livable and AppFolio Integration:

  • Ratio utility billing with synchronized data.
  • Minimized manual errors and streamlined workflows.
  • Improved operational efficiency for property management.

AppFolio is a web-based property management software widely used by property managers to handle tasks such as accounting, marketing, applicant screening, online rent payments, and lease agreements.

By integrating Livable with AppFolio, you can streamline your utility billing process, synchronize property and resident data, and simplify workflows to enhance operational efficiency. This integration allows for seamless data transfer between systems, reducing manual input and ensuring accurate utility billing.

Getting started with Ratio Utility Billing:


Send a Notice of Change to your current residents

Visit the Manager Resources to download a Notice of Change template. The resident enrollment date for Livable Pro should be at least 30 days from the notice being sent to the residents. 

Legal Disclaimer: Livable is providing neither (i) legal advice regarding legal or regulatory requirements for tenant notice or consent nor (ii) any warranty or representation of any kind concerning these documents and the language contained therein, including that the documents are suitable for any particular purposes.

Complete the Utility Addendum to include with New Leases.

Visit the Manager Resources to download your market-specific Utility Addenda. You will complete the addenda to include important details for admin, late, and vacant cost recovery fees. As well as indicate any not-to-exceed rates alongside the Exhibit A chart to clarify which utilities will be allocated through Livable Pro, directly paid by the resident, or submetered utilities. 

View our Utility Addenda guide for more assistance.

 

It's time to Integrate! 


Activating the AppFolio Stack™ Marketplace

To begin integrating Livable with AppFolio, activate the AppFolio Stack™ Marketplace. This feature is part of AppFolio Stack Premium.

Note:  AppFolio Stack Premium is required for this integration. Fees for AppFolio Stack Premium are set by AppFolio and are separate from Livable.

  • AppFolio standard accounts incur a monthly fee of $0.50 per connected unit, with a $100 minimum. AppFolio Plus accounts include this feature at no additional cost.

Steps to Activate the AppFolio Stack™ Marketplace:

  1. Log into your AppFolio account.
  2. Click Add Functionality in the top-right corner and select Integrations.
  3. Select Get AppFolio Stack™ Premium.
  4. Enter your name as an Authorized Signer and click Activate AppFolio Stack™ Premium.

Note: Only users with Presidential access can activate this feature.

 

Integrating Livable in the AppFolio Dashboard

If you have AppFolio Stack Premium access, follow these steps to complete the integration:

  1. Log in to your AppFolio account.
  2. Navigate to General Settings in the dropdown menu.
  3. Select Manage AppFolio Stack™ Integrations.
  4. Locate Livable in the list of integrations and click the dropdown arrow.
  5. Select Manage Connection and then Setup Connection.
  6. Choose whether to enroll all properties or specific property groups, then click Save.

Note: Property groups in AppFolio allow properties to be grouped for reporting and filtering purposes.

  1. Confirm that you have an agreement with Livable and review the terms of the connection.
  2. Click Enable Connection to complete the setup.

Next Steps and Related Articles


2. Activation: Setting Up Properties on Livable Pro

3. Getting Started: Preparing for Utility Billing with Livable Pro

 

Getting Help


If you need assistance setting up the integration, contact Livable's support team at help@livable.com or reach out to your Account Manager. After the initial setup, you will be invited to log into your Livable account to finalize the property activation.

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