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  3. Yardi Senior Resident Service Integration

Yardi Voyager 7S Integration

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Enquire Support
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All integrations require an Enquire team member to complete setup. If you'd like to add this integration, please work with your Yardi rep to get the interface credentials please reach out to Jacob Hickey - jacob.hickey@enquiresolutions.com .

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

  1. Log in to Yardi Voyager.
  2. Client should put in a request to Yardi for connectivity information on enabling the Resident Service as a SOAP service with Enquire CRM
  3. You will be given all of the info needed to set up a Yardi Multi-Family plugin in the Enquire CRM.
    • Username
    • Password
    • Server
    • Database
    • URL
    • PropertyId (HMY Code)
    • PropertyCode (S Code)

Note: If you have any questions about the self-serve activation process, please reach out to your Yardi account manager.

Plugins

All integrations require an Enquire team member to complete setup of the Plugins.  Please reach out to your Enquire Account Manager, Jacob Hickey, or put in a ticket for our Support Team for further assistance.

Usage

An individual can be sent to Yardi with the following fields and their values:

Fields we send to Yardi for the Prospect:

  First Name*   Last Name*   Gender   Date of Birth
  Address Line 1   Address Line 2   City   State
  Postal Code   Phone   Race   Religion
  SSN   Email   Care Level   Move In Date*  

*Required to send an individual to Yardi.

Fields we send to Yardi for the Contact:

  First Name*   Last Name*   Gender   Date of Birth
  Address Line 1   Address Line 2   City   State
  Postal Code   Phone   SSN   Relationship*  

*Relationship types must be a one-to-one match in both Yardi and Enquire.

Send an individual to Yardi:

Note: An active housing contract is required in order to see the button allowing users to send an individual to Yardi.

  1. Navigate to the individual you would like to send to Yardi.
  2. In the upper right, click the blue Yardi button.
    mceclip0.png

If the individual was successfully sent to Yardi , you will see a success message similar to the following:

mceclip0.png
If there was an error when attempting to send an individual to Yardi, you will see something similar to the following:
mceclip2.png

Note: Upon a successful send to Yardi, the "-> Yardi" button will be removed from the profile to help prevent sending duplicates to Yardi.

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