The mapping to discuss with your office
| Source field | Proposed destination |
|---|---|
| Proposed: property and unit | Reviewed location match for the maintenance intake |
| Proposed: caller contact details | Callback fields approved for the destination |
| Proposed: problem and access notes | Maintenance description for staff review |
- Direction
- Proposed: Penny sends captured maintenance details to Buildium after the mapping is agreed.
- When it happens
- No automatic delivery is active. The requested connection needs an access review and a verified test before routine use.
A connector request does not enable a tenant ledger lookup, approve entry, or dispatch a vendor. The office remains responsible for the next action on the reported issue.
Prepare a useful connector request
- 1
Name the Buildium destination
Use Request connector to describe the maintenance record or task the office wants to receive, including who reviews it.
- 2
Separate required details from useful notes
List which location and callback fields must be present. Add a fictional example of the problem description and any caller-provided access information.
- 3
Agree on matching and exceptions
With your account administrator, review connection access and how the workflow should handle an unknown property, missing unit, or existing request.
- 4
Validate the handoff if connected
Check a marked sample in the chosen Buildium destination. Make sure the office can identify which details came from the caller and which still need confirmation.
Proposed Buildium maintenance intake
- Location
- 100 Example Lane, Unit 7
- Caller report
- Bedroom window will not close
- Access note
- Caller asks the office to arrange entry
- Review owner
- Property office
What your request should establish
Before any connection goes into use, verify that unmatched properties and missing unit numbers reach a person for review instead of being written to a guessed location.
Questions about this connection
What should our connector request include?
Name the Buildium destination, required property and unit details, and the handling for an unmatched location. Include a fictional request your maintenance team can review.
Can Penny take the inquiry while we review this connector?
Penny can capture your configured intake and send it to your office through the call log and email. That gives the team a callback record while the requested connection is reviewed.