Overview
Property Managers using Property Tree can check owner contacts in Snug via [Edit Onlist]. Use these steps to refresh the data sync when an owner is missing or details need to be updated.
Step-by-step guide
- Check the property contact record in Property Tree is correct
- Update owner details in Property Tree first and allow 15 mins for a data sync
- In Snug, open the property's [Edit Onlist] workflow and Owners contacts
- If the data is not sync'd, go to Snug / Property Tree and deactivate, then reactivate the connection
What the sync changes
- Applies to agencies using Property Tree integration with Snug.
- Emergency contacts, solicitors, accountants, next of kin, power of attorney, and custom
- Other: contacts are filtered out.
Questions and answers
Q: Why is a non-owner contact showing?
A: The contact may be linked via a Property Tree ownership record. Non-owner types are filtered during sync.
Q: When will the correct owner appear?
A: After the next ownership sync — approximately every six hours.
Q: Can I edit a synced owner in Snug?
A: No. Update owner details in Property Tree. Snug receives them through the integration.
Q: What if an owner is still missing after sync?
A: Check the Property Tree ownership record and property link. If unresolved, contact Snug Support with screenshots from both systems.
Related Help Articles
- Set up details for new property listings with On List
- Understand owner removal syncs from PropertyTree