The Reapit Group is a leading provider of CRM and property management software, specialising in the residential real estate sector.
The integration between Inventory Base and Reapit seamlessly syncs property data from your Reapit account into Inventory Base, streamlining your workflow and enhancing data management.
Please note that the Reapit integration works at the account level only.
Getting Started
Install the Inventory Base Data Sync App
Log in to your Reapit account.
Navigate to the App Marketplace.
Search for InventoryBase.
Click on the app and install it.
2. Authenticate and Connect
Check your email (linked to your Reapit account).
Open the email from Inventory Base.
Click the login link provided.
Sign in to your Inventory Base account.
3. Start Using the Integration
Once logged in, Reapit will be successfully connected to Inventory Base, allowing seamless data sync. You can now start using the integration as normal.
Configure Your Reapit Settings
We recommend that you thoroughly review and configure the settings to complete the integration setup before transferring any data.
1. Navigate to the Settings tab on your online dashboard and click on the Integrations tab:
2. Scroll down to Reapit integration and click on the blue Settings button:
3. Before syncing, customise your settings to select the property data you want to import:
Marketing Mode
Letting Status
Agent Role
Appointment Types
Tenancy Types to Sync Contacts for
💡 All appointment types, except Inventory, Check-In, and Check-Out, will be synced as 'Standalone Inspection' reports with a custom title.
Landlords and tenants are imported along with appointments.
💡 To exclude properties with unselected appointment types, tick Remove Empty Properties of Unselected Types in the bottom left corner of the Property Settings box.
4. Click on the Select Offices button to choose which office's data you would like to import:
5. Tick the offices that you would like to import the data for and click on Save.
6. There are several other important settings to configure. These are listed individually rather than grouped, so please go through the list carefully and adjust them according to your needs.
7. Choose where your documents should be stored in Reapit:
Property – Saves documents under the property's record.
Tenancy – Saves documents under the tenancy's record.
For this to work, the following must be true. If any are not, then we will upload as a standard report, which will not trigger the next scheduled appointment.
Appointment must be associated with a tenancy
Appointment must be
Property Inspectiontype within ReapitUpload location must be
Tenancy
8. Choose the timeframe for scheduling the next appointment period:
7 Days
14 Days
30 Days
60 Days
90 Days
180 Days
360 Days
Next Steps
Now that your InventoryBase account is successfully connected to Reapit, you're ready to start syncing your data.
To ensure a smooth and accurate data transfer, follow our Syncing Data guide for step-by-step instructions on managing property, contact, and report syncing.