Executive Overview Updater <> Yardi Integration

Overview

We, as Updater, have an integration with Yardi—specifically, the product called Voyager. Our integration with Voyager enables us to do the following:

1. Intake (pull/read) prospect/applicant/resident data
2. Push data to the respective prospect/applicant/resident

From here, we are able to organize, store, and translate the data into actionable insights that ensure our UPO/UP offerings reflect those residents.

Setup Instructions (requirements)

To Enable a Yardi Voyager Partner Integration, take the following steps:

Pre-requisites: The following is required to complete the integration.

1. Voyager 7S with InterfacesPIv24.1, InterfacesILSGuestCardPIv23, and InterfacesCommonDataPIv21 or higher is 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.
2. You must have System Administrator access to complete this setup
3. Contact Yardi Technical Support to obtain Updater add-on package
   • Load the vendor package to add Updater into your Voyager database
4. Download Yardi Interface Setup Guides from Yardi Client Central if needed

Within Yardi Voyager Steps:

1. Create a property list of all properties named “Updater Property List”
   • Note: We will never invite residents from properties that are not approved

2. Configure Updater Vendor for ILS/Guest Card Interface
   1. Go to Interfaces from the side menu, select Configuration select Review Interface Vendors
   2. Choose ILS/Guest Card from Entity Type drop-down
   3. Submit
   4. Select Updater from the available vendors list
   5. 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 for both tenant and prospect
   6. Save

Setup Interface User for Updater

1. Create security user group - if not already created
2. Link user group to menu set - if not already created
3. Set permissions as follows:
   • Permission level: Most Restrictive
   • Access type: Read/Write

Configure Properties for Updater

1. Select Interfaces, select Configuration, select Bulk Property Configuration
2. Select the property list you created for Updater
3. Select interface type ILS/Guest Card
4. Select Updater from Available Agencies
5. Save
6. Access type: Read/Write

Configure Updater Vendor for Common Data Interface

1. Go to Interfaces, select Configuration, select Review Interface Vendors
2. Choose Common Data from Entity Type drop-down
3. Adjust Display Rows to 500
4. Submit
5. Select Updater from the available vendors list
6. Select the following Common Data Configuration settings:
   • Ignore Exclude Units Flag: Unchecked
   • Export Document Number: Unchecked
   • 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 *IMPORTANT to not skip this step
   • Import/Export Attachment Types (select following): 
     1. Roommate Attachment
     2. Tenant Attachment
        • If you do not see these Attachment types available, then they will need to be added;
          • To do this: Select System > Attachment Types.
          • In Object Type field, select an object type Tenant.
          • In the Description field, type Attachment.
          • In a new blank Object Type field, select an object type Roommate.
          • In the corresponding Description field, type Attachment.
     3. If other or custom Attachment Types have already been created and are used in lieu of Roommate or Tenant Attachment Types, please communicate this with your onboarding specialist.
     4. Click Save.
7. Save

Provide Updater with needed access credentials:

1. Voyager URL (Updater appends the appropriate web service extension to the Voyager URL)
   • Example Web Service URL: https://www.yardiasp14.com/53423cop/webservices/itfilsguestcard.asmx
   • Example Resident Data URL:  https://www.yardiasp14.com/53423cop/webservices/itfresidentdata.asmx
2. Interface username and password
   • Example:
     • Interface user: Updater
     • Password: Companyprop1
     • Database name: Example: Live Database: knzs_live
3. Server name (SQL Server, NOT web server)
   • Must be exactly the same as the Database Name if Yardi-hosted