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Yardi Voyager Integration - API Setup

Overview

IMS is pleased to provide a standard Yardi accounts payable CSV commonly referred to as the “FinPayables” ETL file. With proper setup, this allows users to export a file that includes all of the relevant payment information and relevant Yardi vendor, property, and GL codes to push data from IMS to Yardi. To utilize the API "push" outlined below, you must first execute the Yardi Voyager - Manual Process Setup.

API Integration Configuration

**NOTE: Please contact your Relationship Manager to begin utilizing this premium feature**

Yardi_API_1.jpg

 

Step 1: Activation and Yardi Information

To set up the API Integration, complete the steps above for the Standard Integration configuration. Once this premium feature has been activated by your Relationship Manager, users need to fill out the following fields with their Yardi Systems information on the Integrations page within IMS.

**If you are unsure of any of these fields, please reach out to your Yardi Representative. 

Yardi_API_2.jpg

Step 2: Data Transmitting Data to Yardi

Once the above fields have been completely filled out, users will now see a 'Transmit to Yardi' link when running a distribution.

Yardi_API_3.png

After a successful distribution has been transmitted, users will be able to see the data sent and the user on the distribution page. From here, the data is exported to Yardi. 

Yardi_API_4.png

If the distribution was not transmitted successfully, a yellow display message will appear on the page.

Yardi_API_5.png

Note: IMS has observed many different accounting setups. If you are unsure of what to input for any of the setup options mentioned reach out to ims@realpage.com and one of our specialists will contact you to advise you on the best setup. Depending on your Yardi setup, you may need to reach out to Yardi to have them enable your account to accept this standard file format.

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