Property Management & Accounting
AppFolio + ATALI ELECTRIC
Import rent rolls and income statements exported from AppFolio Property Manager reports into ATALI ELECTRIC's income normalization workflow.
CSV/XLSX upload or SFTP drop (SSH key authentication)How it works
AppFolio Property Manager is common among third-party managers of multifamily, small-bay industrial, retail and mixed-use portfolios. Its reports, including the rent roll and income statements, can be exported to CSV or Excel and scheduled for recurring delivery. ATALI ELECTRIC reads those exported files; it does not connect to AppFolio directly and holds no AppFolio partnership.
Because AppFolio managers often run many owners' properties in one database, uploads are matched to parcels by property name and address before anything is analyzed. GL accounts are mapped to normalization categories once, so a refreshed statement separates owner distributions, mortgage payments, depreciation and capital items automatically, and the rent roll feeds occupancy, market rent and rollover analysis.
- Authentication
- CSV/XLSX upload or SFTP drop (SSH key authentication)
- Sync cadence
- On upload; SFTP folders are checked hourly
Data flows
- Rent roll InboundRent roll report exported to CSV or Excel, with unit, tenant, square feet, rent, market rent and lease dates.
- Income statement InboundTwelve-month income statement by GL account, exported to Excel as of the valuation date.
- Scheduled report files InboundWhen your team schedules the rent roll and income statement in AppFolio, each month's delivered files can be saved to the ATALI ELECTRIC SFTP folder and picked up on the next check.
- Normalized pro forma OutboundXLSX export of the normalized statement, vacancy and reserve assumptions for review by the property manager or owner.
Field mapping
- PropertyParcel match (name and address)
- UnitSuite or unit ID
- TenantTenant
- SqftLeased area (sq ft)
- RentContract rent
- Market RentMarket rent
- Lease From / Lease ToLease start and expiration dates
- GL AccountNormalization category
Set up in 4 steps
- 1Run the rent roll and the twelve-month income statement in AppFolio for the property as of the valuation date.
- 2Export each report to CSV or Excel, or schedule the reports for recurring delivery.
- 3Upload the files to the parcel, or route them to your firm's ATALI ELECTRIC SFTP folder.
- 4Confirm the property match and map GL accounts on the first upload; mappings are reused on later files.
Used for
- →Building income evidence for a portfolio of neighborhood retail centers managed for several private owners.
- →Removing owner distributions and mortgage payments booked in the operating statement before capitalization.
- →Supporting a vacancy deduction for a small-bay industrial park with a rent roll as of the valuation date.
Stop overpaying commercial property tax on a flawed mass appraisal.
Upload an assessment notice. ATALI ELECTRIC returns a valuation audit and comp analysis in about two minutes.