While the configuration settings mirror other property management system integrations, the initial connection process is unique. Instead of manual setup, BuildDM connects through their marketplace.
Buildium Configuration
Steps to Install Swiftlane through the Buildium Marketplace:
Navigate to the Buildium marketplace
Locate the Swiftlane integration box
Click the Install button
Review and allow the requested permissions
The integration will automatically connect to your Swiftlane account
Once installed, you'll see the connection data in your Swiftlane account, including the Buildium account ID. The integration will also appear in your Buildium account under Integrations as a currently installed integration.
Understanding Buildium Property Structure
Buildium organizes properties into two categories:
Rental properties
Associations
Each property or association contains multiple units, and each unit has tenants or owners assigned to it. Swiftlane syncs users based on their status, pulling only future and active tenants while excluding former tenants.
Adding Properties to Swiftlane
A single Swiftlane account can manage multiple Buildium properties and associations. To add a property:
Go to the Integrations section in Swiftlane
Click on the BuildDM block
Select the properties or associations you want to sync
Each connection can be configured independently
Configuring Each Connection
For each property or association you add, configure the following settings:
Default access group (all synced tenants will be added to this group)
Site selection for intercom entry
Unit number display preferences
Auto-sync toggle (enables periodic data pulling from Buildium)
Auto-invite toggle (sends automatic Swiftlane invites to new tenants)
These settings work the same as other PMS integrations in Swiftlane.
Syncing Tenant Data
Once configured, you can manually sync data by clicking the Sync button for each connection. The system displays sync logs so you can track the process.
After syncing, all active and future tenants appear in your Users list with:
BuildDM listed as the source
Unit numbers assigned
Property type indicated (rental or association)
You can filter users by source using the dropdown menu to view only BuildDM-synced users.
Data Handling and Updates
The integration handles common scenarios automatically:
Multiple users in a single unit are all synced
Single users across multiple units are properly assigned
Name, email, and phone number changes sync automatically
Duplicate phone numbers are assigned to only one user
Managing Multiple Swiftlane Accounts
In rare cases where a single Buildium account manages properties that have separate Swiftlane accounts, you can handle this through Command Center:
Navigate to Command Center
Select the property's Swiftlane account
Go to Integrations and enable BuildDM
Select credentials from the existing connected Buildium account
Choose the specific property to sync with this account
This setup requires assistance from your operations or support team but allows full flexibility in managing complex property structures.
Disconnecting the Integration
You can remove a BuildDM connection at any time from the Integrations section. Simply delete the connection to stop syncing data from that property or association.
