These steps are carried out by the Entrata system administrator at the company that licenses the system — often an IT or systems lead, who may not use Revolution RE at all. Send them this page.
Revolution RE is a vendor in Entrata's API. An Entrata administrator grants us API access to your properties and financials.
Part 1 — Grant API access
- Log in to Entrata as an administrator and select Apps → API Access.
- Search for Revolution RE, select it, then select Manage.
- On the Property Access tab, select the properties to share.
- On the Web Services Permissions tab, select the APIs below.
| API | Methods |
|---|---|
| API Health | getStatus |
| Customers | getCustomers |
| Financials | getGlTrees, getGlTransactions, getBudgets |
| Leads | getLeads, getLeadEvents |
| Leases | getLeases, getLeaseDetails, getExpiringLeases |
| Maintenance | getWorkOrders, getInspections |
| Properties | getProperties, getFloorPlans |
| Property Units | getPropertyUnits, getUnitsAvailabilityAndPricing, getUnitTypes |
| Reports | getReportData, getReportInfo, getReportList |
You may be missing access to it. Ask your Entrata account administrator to enable it — the Reports API in particular, which we use for historic data points and financials.
Select reports in the Reports API
Within the Reports API, select Manage reports and add: rent roll, box score, delinquency, income statement and balance sheet.
| Report | Settings |
|---|---|
| Income statement | Period: current post month; trailing periods: 12; expand by period: month; GL account numbers: show |
| Budget | Chart of accounts: Master GL; fiscal year: current; GL account numbers: show |
Part 2 — Financial reports
These reports build your account tree. Download one of each per property:
- A trailing 12-month income statement
- A monthly budget for the current and prior year
- A balance sheet: do not consolidate; chart of accounts Master GL; current post month; trailing periods optional, up to 12
For every download: always show GL account numbers; deselect Include report parameters tab, Formatted and Include formulas; set pagination to separate tabs; then Generate.
Send them to [yourcompany].financials@inbox.revolutionre.com. Schedule monthly if they are only there to pick up new GL accounts, or daily if you are emailing financials instead of enabling the Reports API.
Part 3 — Reports for data validation
Schedule these daily, as CSV, to [yourcompany]@inbox.revolutionre.com:
| Report | Settings |
|---|---|
| Box score | Summarize by property; period: prior calendar month |
| Rent roll | Do not summarize; period: prior post month |
The inbox addresses below use [yourcompany] as a placeholder. Your setup email from Revolution RE gives your exact addresses.
Email support@revolutionre.com to say the setup is complete. The team will confirm when data is flowing and flag anything that needs fixing.