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Upgrading to Yardi Bi-Directional Workflow

Overview

The following document describes the steps to update Updater’s current configuration within your Yardi database to allow for import of documents/attachments & adding Pet information. Additionally, an overview of how the Bi-Directional Workflow process works.

How does our bi-directional workflow work?

When Bi-Directional Workflow has been set up in both Updater & Yardi, the workflow will execute upon approval of a Resident’s task in Updater Pro. The approval triggers the integration to push the documents & pet information to your Yardi database.

  • Note- Only invites that are created after Resident Onboarding has been enabled will be eligible for for Bi-Directional Workflow

How will attachment appear in Yardi?

Documents & Attachments will be found in the attachment menu of a primary lease holder. The attachment’s description includes the Resident’s name (first name initial, last name) as well as the type of file. For roommates, we upload the files to the primary lease holder so that is why we include the resident’s name. 

 

Type of Attachments

  • Registering Vehicle
  • Proof of Renters Insurance
  • Move-In Costs Confirmation
  • Proof of Gas
  • Proof of Water
  • Proof of Electric
  • Pet Information
    • Proof Of Vaccination
    • Photo

Additionally for Pet Information, the system will add to the Pet fields under the Personal Info tab with the following information;

  • Pet’s Name, Weight, Age, & Breed 

 

How to setup Yardi bi-directional workflow?

 

Updating Updater Configuration 

Currently, our Updater configuration does not have the sufficient access needed for our Bi-Directional workflow, so it will need  to be updated to accommodate the ability for importing Documents & posting Pet information. Therefore the Updater Vendor Configurations/Security will need to be updated to the following;

 

Yardi 7S Requirements

  • Voyager 7S with InterfacesPIv24.1, InterfacesILSGuestCardPIv23, and InterfacesCommonDataPIv21 (although v19 works) or higher are required to complete integration
  • Your Yardi account manager can determine if you have the correct Interfaces Plug-in version and assist you with implementation if needed.
  • You must have System Administrator access to complete this setup

 

Configure Updater Vendor for ILS/Guest Card Interface

    1. Go to “Interfaces” from the side menu, select “Configuration”, select “Review Interface Vendors”
      1. Choose “ILS/Guest Card” from Entity Type drop-down
        1. Submit
      2. Select Updater from the available vendors list
      3. Select the following ILS/Guest Card Options:
        1. Activity in the last: 30 days
        2. Schema: v4.0
        3. Floor plan: Unchecked
        4. Export all guest cards: Checked
        5. Export federal identification: Unchecked
        6. Update prospect agent: Unchecked
        7. Import/Export Types: Select All options for both tenant and prospect
        8. Save

Configure Updater Vendor for Common Data Interface

      1. Go to “Interfaces” from the side menu, select “Configuration”, select “Review Interface Vendors”
      2. Choose “Common Data” from Entity Type drop-down
      3. Adjust ‘Display Rows’ to 500
        1. Submit
      4. Select Updater from the available vendors list
        1. Select the following Common Data Configuration settings:
        2. Ignore Exclude Units Flag: Unchecked
        3. Export Document Number: Unchecked
        4. Permission Access:
          1. Name: Read
          2. Address: Read
          3. Phone Numbers: Read
          4. SSN: None
          5. Vehicle:Read/Write
          6. Ledger: None
          7. Lease Charges: None
          8. Lease Offers: Read
          9. Scheduled Lease Renewals: Read
          10. Rentable Items: None
          11. User Defined: Read
          12. Pets: Read/Write
          13. Date of Birth: None
          14. Driver's License: Read/Write
          15. Email: Read
        5. Import/Export Attachment Types (select following or If there have already been custom attachment types created that have a different type than the above then please communicate the attachment type to Updater. Updater will need to customize the attachment types within the Updater configuration.): 
          1. Roommate Attachment
          2. Tenant Attachment
            1. If you do not see these Attachment types available, then they will need to be added;
              1. From the Voyager System Administration side menu, select System > Attachment Types. The Attachment Types screen appears.
              2. Set up an attachment type for each correspondence category that you use:
                1. In a blank Object Type field, select an object type Tenant.
                2. In the corresponding Description field, type the Attachment.
              3. Click Save.
          3. Click Save

What happens when Yardi bi-directional workflow goes live?

Since the workflow is dependent on when an eligible Resident uploads a document that needs to be approved by a site user in Updater Pro, we will monitor for successful transmissions of the documents over the weeks following going live and provide follow up to you.

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