There's no reason to manually enter transactions in Stessa if your property manager is already entering them in AppFolio. Just connect Stessa to AppFolio and import them seamlessly! Stessa provides integration with AppFolio to sync transaction and financial data automatically.
Step 1: Make Sure Your AppFolio Owner Portal Is Active
To connect Stessa to AppFolio, your PM must enable your Owner Portal.
If you haven’t received an invite, ask your property manager to:
Enable the Owner Portal
Send you a signup invite
Step 2: Confirm the “Owner Statement” Report Is Published
Stessa can only import data from the Owner Statement report in your AppFolio Owner portal. Make sure your property manager has published this report. If this report has not been published, you will receive a "No Reports Found" or "Action Required" error when trying to connect.
Step 3: Match Property Addresses
Before connecting, ensure that:
The property address in Stessa closely matches the one in AppFolio
Ask your PM to use actual addresses (not nicknames or partial entries)
This helps Stessa link the correct properties.
Step 4: Link Your AppFolio Account
Go to your Connected Accounts page in Stessa
Click “+ Add Property Manager”
Enter the full URL of your AppFolio Owner Portal
Should start with:
https://your-pm-company-name.appfolio.com/oportal
Enter your AppFolio username and password
Click Continue
Step 5: Match Properties (If Needed)
Stessa will return a list of matched addresses
Match each Stessa property to the correct AppFolio record
If some properties aren’t set up yet in Stessa, skip them for now
Step 6: Check Your Transactions Page
After the sync completes, go to your Transactions page.
You should start seeing imported income and expense data. If you have a lot of data to import, this can take awhile.
Stessa typically updates AppFolio connections weekly or when new owner statements become available. Note that historical owner statements older than 90 days are not synced automatically and will need to be imported manually if needed.
Note: AppFolio requires 2FA every 30 days.
If your connection stops syncing:
Go to your Connected Accounts page
Click “Fix It” next to the AppFolio account
Follow the prompts to refresh your login and 2FA
You can also try refreshing the connection by clicking the kebab menu (three vertical dots) next to your AppFolio account and selecting "Refresh Accounts" from the dropdown menu.A
Known Limitations and Current Status
The main limitations include:
Historical data older than 90 days is not synced automatically
Some property types or specialized transactions may not sync correctly
Manually Importing Data from AppFolio
If automatic syncing isn't working for you, you can manually import your AppFolio data:
1. Log into your AppFolio account
2. Export your owner statements in CSV format
3. Format the data according to Stessa's import guidelines
4. Upload the formatted CSV file to your Stessa account.
This manual process ensures your financial data is accurately reflected in Stessa even when automatic syncing isn't available.