Note: The Yardi integration is subject to a monthly fee. Please reach out to your account manager if you have questions.
Overview
Enquire's integration with Yardi allows you quickly and easily send individuals from Enquire to Yardi.
Setup
Step 1: Yardi Self-Service Activation Request
- Log in to Yardi Voyager.
- Contact Yardi to get access to the “ILS Guest Card Interface”
- You will be given all of the info needed to set up a Yardi Multi-Family plugin in the Enquire CRM.
- ClientID
- Interface Username
- Password
- Database Name
- Yardi Property ID (for each community)
Note: If you have any questions about the self-serve activation process, please reach out to your Yardi account manager.
Usage
Enquire can send a profile to Yardi with the following fields and their values:
| First Name* | Last Name* | Address Line 1 | Address Line 2 |
| City | State | Postal Code | Market Source*** |
| Assigned User** | Move In Date | Phone |
*If the individual has no address, we send the Contact’s address here, if he has one
**This user name must be registered in Yardi, and if it’s not, we send “Enquire” here
***This Market Source must be in Yardi’s list of “Transaction Sources”; if it is not, we send “Enquire” or “Other” if that’s in their list
Enquire will also send all Contacts for the individual with the following fields and their values:
| PatientId* | First Name* | Last Name* | Address Line 1 |
| Address Line 2 | City | State | Postal Code |
| Country | Home Phone | Mobile Phone | Work Phone |
| Fax Number | Gender | Date of Birth |
*required to send a Contact to Yardi.
Send an individual to Yardi:
- Navigate to the individual you would like to send to Yardi.
- In the upper right, click the blue Yardi button.
If the individual was successfully sent to Yardi , you will see a success message similar to the following:
Note: Upon a successful send to Yardi, the "-> Yardi" button will be removed from the profile to help prevent sending duplicates to Yardi.
ADT Events from Yardi to Enquire
Upon Enquire receiving Admit, Discharge, and Transfer events from PointClickCare, the following updates will occur on an individual profile depending on the event:
When an Admit event is received, the following profile updates will occur in Enquire:
- Prospect will be converted to a Resident
- Lead Score will be updated to Move In
- A note is added to the profile with the following text:
- “An Move In occurred for individual’s name”
- The user assigned to the profile will receive a notification saying:
- “An Move In occurred for individual’s name”
- A Completed activity will be created with:
- An Activity Type of Move In
- An Activity Resolution of Contact Made
- A Completed Date set to the date/time Enquire received the ADT message
When a Discharge event is received, the following profile updates will occur in Enquire:
- Lead Score will be updated to Move Out
- A note is added to the profile with the following text:
- “A Move Out occurred for individual’s name”
- The user assigned to the profile will receive a notification saying:
- “A Move Out occurred for individual’s name”
- A Completed activity will be created with:
- An Activity Type of Move Out
- An Activity Resolution of Contact Made
- A Completed Date set to the date/time Enquire received the ADT message