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CREx OS / Help Center

CREx OS Help Center

Find answers about data refresh timing, financials, database access, feeds and integrations, and billing. Search below or browse by topic.

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Data refresh & timing

Once per day. The warehouse refreshes overnight, so a change in your PMS today shows up the next morning after the load runs.

The feed pulls on the next nightly load. After that runs, refresh your Power BI dataset to pull the new numbers.

Power BI refreshes on its own schedule, separate from the warehouse. Refresh the dataset (not just the visual), or wait for its scheduled refresh, and the corrected numbers will appear.

An integration carries data from its go-live date forward. Months before the property was connected aren't included unless we load a historical backfill. Ask support if you need one.

Financials

Income-statement accounts should open at $0. A non-zero opening traces to either the source data or a casting issue we can correct. Tell us the feed and the period, and whether it's one property or portfolio-wide.

It depends on the book in your source export. Some APIs return a generic Default book that we map, and a PM may legitimately send Cash while others send Accrual. Confirm the basis you expect and we'll align the mapping.

Access, security & connectivity

Your access is tied to a whitelisted IP, and home, office, and VPN each give a different IP. Email support your current public IP and note whether you're on VPN, and we'll approve it.

Email support with the user and what they need: a Power BI or SharePoint dashboard, or a warehouse login. We'll provision it.

Feeds & integrations

That's the PMS report scheduler, not the warehouse. Ask your PM to confirm the scheduled export ran, and we'll reprocess once it lands.

Yardi, RealPage, Entrata, AppFolio, and MRI are the core systems, with additional sources connected as needed.

Billing

Reply to your monthly CREx invoice or contact your CREx account manager with the change. We update it and remove the line item from future invoices.

What only your PM (or feed owner) can fix

CREx reflects what your PMS reports. The items below are set at the source and cannot be corrected in the warehouse. They are fixed in the PMS by your property manager or feed owner, or filtered out in Power BI.

Out-of-scope unitsRetail in a residential deal, amenity or model units: mark them Excluded, Down, or inactive in the PMS so they stop flowing in. We will not drop a unit the PMS reports as active and leasable.
Applicants who don't move inMark them rejected or cancelled. Never delete the record.
Archived propertiesKeep the ZZZ (or equivalent) naming so they are excluded from counts.
Book basisSet the correct Cash or Accrual book in the source export.
Tenant vs. contactMake sure the lease holder is populated, not only a contact.
Missing fieldsComplete square footage, unit type, and lease dates in the PMS.
Scheduling & API accessKeep the export scheduled and grant CREx access to the reports we pull.

Didn't find your answer?

Email support with the feed, the period, and whether it's one property or portfolio-wide — the more specific the request, the faster we can resolve it.

Contact support →