There's no need to enter transactions manually in Stessa if your property manager already enters them in AppFolio. Connect Stessa to AppFolio to sync your transaction and financial data automatically.
Step 1: Make Sure Your AppFolio Owner Portal Is Active
To connect Stessa to AppFolio, your property manager (PM) must enable your Owner Portal. If you haven’t received an invite, ask your PM 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 PM has published this report. If it hasn’t been published, you’ll get a "No Reports Found" or "Action Required" error when you try to connect.
Step 3: Match Property Addresses
Before connecting, make sure 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. It 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 returns a list of matched addresses.
Match each Stessa property to the correct AppFolio record.
If some properties aren’t set up in Stessa yet, 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 a while.
Stessa typically updates AppFolio connections weekly or when new owner statements become available. Historical owner statements older than 90 days aren’t synced automatically and 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, and follow the prompts to refresh your login and 2FA.
You can also refresh the connection by clicking the three vertical dots next to your AppFolio account and selecting Refresh Accounts. For more help, see How to Fix AppFolio Connection Errors.
Known Limitations
Historical data older than 90 days isn’t 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 import your AppFolio data manually:
Log in to your AppFolio account.
Export your owner statements in CSV format.
Format the data according to Stessa's import guidelines.
Upload the formatted CSV file to your Stessa account.