Retrieve owner statement data via AppFolio Stack API

domain: appfolio.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Access to AppFolio owner statement data via API requires a Stack partner agreement; apply at appfolio.com/stack/partners/api.
  2. After approval, authenticate using the OAuth 2.0 client credentials flow to obtain a scoped access token.
  3. Call the owner statements or owner reports endpoint (path disclosed under your agreement) for a specified property and period; the response includes line-item income and expense data aggregated to the owner's interest.
  4. Each statement record contains fields for property ID, owner entity, period start/end, gross rents collected, management fees, maintenance expenses, and net owner proceeds.
  5. Paginate through statement records using the cursor or next-page token returned in the response envelope; do not assume all statements for a large portfolio return in a single call.
  6. Present statement data to owners via a secure portal or export to PDF; do not expose raw API response data directly without sanitization.

Known gotchas

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