Integrate with Property Tree

Summary

Learn how to enable the Property Tree–Box and Dice integration, what data syncs and how API polling keeps records aligned across sales and property management.

This article covers:

• About Property Tree
• How record matching works with Property Tree
• Permission settings for sensitive data
• Enable Property Tree integration

About Property Tree

The Property Tree integration connects your property management data with your sales CRM so teams can work from shared, up‑to‑date records. Box and Dice retrieves Property Tree data via API on a rolling schedule, reducing double entry and improving hand‑offs across the client journey.

How record matching works with Property Tree

Properties 

Property matching ensures Box and Dice and Property Tree stay aligned, reducing duplicate work and helping your team access accurate information.

• When a Property Tree address already exists in Box and Dice and the address is a 100% match, Box and Dice updates missing property details such as bed, bath and car counts
• If a 100% match cannot be found, Box and Dice creates a new property using the details supplied by Property Tree
• Keeping both systems in sync means that when you need to create or advertise a rental listing, the correct property will already exist in Box and Dice—saving time and eliminating manual data entry

Contacts

Contact matching ensures that individuals are correctly linked across both systems so your sales and property management teams can work from a unified database.

• When a Property Tree contact already exists in Box and Dice and their first name, last name, email and mobile number are a 100% match, the two records are linked.
• If no match is found, Box and Dice creates a new contact and links it to the Property Tree ID.

Once contacts are matched, the integration provides two layers of synchronised information:

• Property Tree Summary 
  Displays a snapshot of the contact’s key details from Property Tree within the Box and Dice contact profile. 
  It also flags when information between the two systems is out of sync by showing the Property Tree value next to the Box and Dice field.
• Property Tree Contact Activities 
  Shows Owner, Landlord and Tenancy activity directly in the Box and Dice contact timeline. 
  Authorised users can filter these activities via contact or property search screens to quickly engage with specific segments (e.g., landlords, tenants, investors).

Permission settings for sensitive data

The integration includes permission controls to protect privacy and ensure only authorised staff can view sensitive rental information.

• Property Tree Contact Summary and Sync Data - Controls who can see Property Tree contact details within Box and Dice
• Property Tree Contact Activities - Governs which users can view or filter the database using Landlord and Tenant activity data

Having access to accurate, filterable Landlord and Tenant timeline activities helps your agency:

• Target high‑value clients with market updates
• Surface investment opportunities
• Identify “rent‑vestors” by filtering contacts who are both Tenants AND Owners

Enable Property Tree integration

To enable the inetgration:

• Enable Box and Dice in your Property Tree account.
• Once enabled, reach out to the Box and Dice Support team at CS.Boxdice@mrisoftware.com to complete this integration's setup