Yardi Integration for Multifamily Admins

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What is Yardi?

 

Yardi is a user management, work order management and financial integration. This allows users, work orders, and financial data to all be managed in one place. 

 

 

Data flow and Synchronization process

 

Data synced from Yardi to VTS Activate for Multifamily are the following:
  • Units
  • Residents
  • Work orders
  • Financial Syncing

 

Note: Resident/Unit tags will not sync over from Yardi to Activate Multifamily and will need to be recreated in Activate Multifamily.

 

 

Units and Residents

 

  • If a Unit or Resident is deleted in Yardi, they will be deleted in Activate Multifamily following the next sync.
  • Self-Registration can not be utilized at Multifamily Properties integrated with Yardi, as all Residents will be synced over from Yardi to Activate Multifamily.

 

 

Work Order Syncing

 

  • VTS Rise imports work order categories and problems from Yardi. 
  • The creation of work orders and status updates on work order tickets is a two way sync. 

 

If a work order is created in Activate Multifamily, Activate Multifamily will push the work order immediately to Yardi as well as the status updates. If a work order is created in Yardi, the work order will update within 30 minutes via sync.

 

 

The following financial data is synced between Activate Multifamily and Yardi:
  • Charges
  • Charge codes
  • Ledger
The financial sync is a two way sync between Activate Multifamily and Yardi. Any changes made in either system will be reflected in the other system in the following next system sync.


Activate Multifamily and Yardi Sync Methods

 

  • Every night at midnight (Local time of your property) Units and Residents will sync. 
  • A manual sync can also be pushed from the VTS Rise admin portal. 
  • Work order creation and status are synced immediately using a web hook trigger. (A webhook trigger is similar to allowing one computer to send data to another as soon as a particular event takes place.)
  • A refresh runs constantly to sync any work order updates. 
  • A refresh also runs every 30 minutes to sync financial data.

 

For further questions on the integration or on how to establish the integration, please reach out to the Client Success team at VTS Activate for Multifamily!







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