Tapi Integration

Overview

Tapi Integration

Integrate Reapit PM and Tapi to manage maintenance jobs and related invoicing within Reapit PM.

The processes in this article include:

• Activating the Tapi Integration
• Creating a Maintenance Request from PM to Tapi
• Status Updates
• Invoice Received and Approved in Tapi + Sent to PM for Processing
• Data Syncing - What is Shared

Activating the Tapi Integration

1. Click on Marketplace.
2. Navigate to Maintenance and select TAPI.
3. Click Add to Reapit PM.
4. Select if you are a New or Existing Client. Click Next.
5. Select Copy key to clipboard. Click Next.
6. Wait for a TAPI representative to contact you to enable the activation.
7. On successful activation the TAPI tile will show with a green check mark.

Creating a Maintenance Request from PM to Tapi

1. Within a new maintenance request, scroll down to the Use TAPI section and OPT in will be already selected by default.
2. Click Create request. The request will then feed in TAPI.

Status Updates

The status updates will be shared from both PM and TAPI.

Invoice Received and Approved in Tapi + Sent to PM for Processing.

1. Invoice is received in TAPI.

2. In PM, navigate to Accounts > Bills. Enter address.
3. In the drawer on the right, tick close maintenance request. ****Select process Bill. Note: If your invoice is to be paid by a tenant - it's best practice to charge the owner and recoup it from the tenant in the bills workflow.

Data Syncing - What is Shared

Once activated, the following data will sync using the below flow:

Sync Flow	Sync Data
PM to Tapi	CreditorsOwnersTenantsProperties
PM to Tapi / Tapi to PM	New Maintenance Requests
Tapi to PM	New Invoices

Note: Open Maintenance Requests are not synced.