Property payments.
Accounting records connected.

Work through the integration between property transactions and accounting, where tenant identity, leases and account categories need to agree across systems.

Explore the systems ↘

01 / Business context

The operating problem.

Welcome Home PM was a property-management client connecting its operating records with Xero. The work explored payment transfer, contact lookup and creation, category mapping and the requirements for a two-way integration.

Three walkthroughs document a configured Building Stack-to-Xero transaction path, connection handover and investigation of mismatched tenant and accounting records. The spoken walkthroughs identify Building Stack; an older recording title refers to Buildium and is not treated as evidence of a Buildium implementation.

02 / Inside the systems

Follow the work.
Understand the handoffs.

Explore the documented workflow and the scope of each component.

Property transaction feed
Retrieve transaction records through custom Building Stack API requests.
Payment filter
Select recent tenant-entered payments using the criteria described in the walkthrough.
Xero contact lookup
Search for the corresponding accounting contact.
Create if missing
A configured branch creates a contact when lookup does not find one.
Bank transaction path
Use the matched or created contact for the configured Xero transaction step.
Reconciliation review
Investigate contact matches, categories and reverse-sync requirements before extending the integration.

03 / System directory

Explore each system.

Property payments, Xero contacts and reconciliation ↗
Connect a property transaction feed to accounting records while investigating the identity and mapping problems that prevent dependable synchronization.

04 / Contribution & scope

The work and its scope.

Custom API integration, record mapping and troubleshooting.

The integration reached configuration and debugging. Contact matching, category mappings, balance tracking and reverse-sync loop prevention remained development work before a complete two-way rollout.