When a resident transfers from one unit to another within your property, there are a few manual steps required in Homebase to ensure everything stays in sync with your property management system (PMS). Because this process involves unlinking and relinking the unit in your automation settings, it’s important to follow these steps in order to avoid errors or duplicate data.
Step 1: Unlink the Original Unit
Before you can begin the transfer in Homebase, you’ll need to unlink the resident’s current unit from the automation.
Navigate to your Automations tab and select the automation the unit is listed under.
Click the Edit tab in the lower section (to the right of where it says, "Connect Units".
Locate the resident’s current unit.
Click Do not Link next to the unit that will be vacated.
This pauses syncing for that specific unit and ensures Homebase doesn’t overwrite your manual changes.
Click Save.
Step 2: Create the New Stay in Homebase
Once the unit is unlinked, you’ll need to manually set up the resident’s new stay in Homebase.
Go to the Residents & Stays tab.
Select Create Stay.
Choose the Unit the resident will be transferring to.
Select the Access start & invitation day and click Create.
Assign the resident to the stay by clicking, "Add resident".
Enter the Email Address for the resident, select the resident, then click Add.
Step 3: Confirm the Resident's Stay is Active
With the stay created, the transfer will be completed when the resident Access start date/time is triggered within Homebase.
Step 4: Re-link the Unit in Homebase
Now that the new stay is established and active in Homebase, you can reconnect your automation.
Return to your Automation tab > Select your automation.
Locate the newly assigned unit.
Click Link Unit.
The integration will automatically re-sync on its next sync cycle.
Tips & Tricks
Don't skip the unlink step! If you skip unlinking, Homebase may overwrite the new stay or create a duplicate resident record.
After relinking, give the systems time to sync before verifying in Homebase.