Pull tenant ledger balances via AppFolio API

domain: appfolio.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Apply for AppFolio Stack partner access at appfolio.com/stack/partners/api; API is not self-serve — approval and a signed agreement are required.
  2. Authenticate with the client credentials OAuth 2.0 flow to obtain a bearer token scoped to the properties your integration manages.
  3. Call the tenant ledgers endpoint (path varies by partner agreement) with query parameters for property ID and date range to retrieve occupancy-level charge, payment, and credit records.
  4. Each ledger record returns fields including OccupancyId, AmountDue, ChargedOn, Description, and GlAccountId; page through results using the cursor or offset parameter provided in the response.
  5. Reconcile the AmountDue balance against your own system and flag occupancies with a balance older than a configurable threshold for collections outreach.
  6. Refresh your access token before expiry using the token endpoint; store client credentials securely in a secrets manager, never in source code.

Known gotchas

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