Property Management System (PMS) Integration
Property Management System (PMS)
A Property Management System (PMS) is a system used by a property manager to manage day-to-day operations of rental properties, such as apartments or condos.
Supported Systems
These are the currently supported systems:
- Yardi
- RealPage
What is PMS Integration?
PMS Integration connects Zentra to the Property Management System, enabling automatic synchronization of resident data. It establishes a one-way data connection from the Property Management System to Zentra. When resident information changes in the PMS (new move-ins, unit transfers, move-outs), those changes are automatically reflected in Zentra.
Key Capabilities
- Resident Data Sync: Automatically import and update resident information from the PMS
- Access Provisioning: Assign access to new residents based on their unit assignment
- Lifecycle Management: Revoke access when residents move out or transfer units
- Conflict Resolution: Review and resolve data discrepancies through the Sync queue
Source of Truth
The PMS is the source of truth for core resident data. To change a resident’s name, email, phone, or unit, update it in the PMS and run a sync.
Once PMS integration is connected, the following user fields become read-only in Zentra:
Field | Description |
|---|---|
Name | Resident’s full name |
Email | Primary contact email address |
Phone | Primary phone number |
Unit | Assigned unit or apartment number |
Status | Lease status (active, terminated, etc.) |
Lease Start | Move-in date |
Lease End | Move-out date |
A synced resident can be manually deactivated in Zentra, if necessary, even if their lease is still active in the PMS.
User Roles
Two user roles interact with PMS Integration:
Integrator
The Integrator performs initial setup and configuration:
- Entering PMS API credentials
- Matching units to Devices
- Configuring default access settings
- Setting lifecycle timing options
- Managing integration settings after setup
Property Manager
The Property Manager handles daily operations:
- Triggering manual syncs when needed
- Reviewing and processing Sync queue items
- Monitoring sync status and health
- Resolving duplicate resident matches
Data Flow
The integration follows this data flow:
- The PMS stores the authoritative resident and lease data
- Zentra connects to the PMS via secure API
- During sync, Zentra retrieves updated resident data
- New or changed records are processed:
- Valid records are imported automatically
- Records requiring review go to the Sync queue
- Property managers process queue items as needed
- Resident profiles are created or updated in Zentra
- Access is granted or revoked based on configuration