---
title: "Stella PMS Connect: Yardi Integration"
description: Yardi property management system data connection process for Stella
---

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# Stella PMS Connect: Yardi Integration

## How do I connect the Yardi Property Management System to Stella?

These steps must be completed by a user with "admin" level permissions.

**Note**

These steps *do not* need to be completed before using Stella.

This process will be part of the meeting with one of Stella's human team members who will provide real-time guidance to ensure the connection is completed correctly to Stella's requirements.

### Configuring Vendor Options

1. Login to Yardi with an *admin level* account.
2. From the Yardi Voyager main menu (left column), navigate to Interfaces » Billing & Payments.
   
   ![Yardi Interfaces Billing and Payment](https://h.askstella.com/hs-fs/hubfs/yardiVendorStep2.jpg?width=500&height=566&name=yardiVendorStep2.jpg)
3. In the Interface Configuration box (right), confirm that the "Multifamily Utility" is present.
   
   > If vendor is not present, contact Yardi Technical Support to load the vendor package.
4. Click on the link to select it.
   
   ![Yardi select vendor](https://h.askstella.com/hs-fs/hubfs/yardiVendorStep4.jpg?width=500&height=388&name=yardiVendorStep4.jpg)
5. Select the Billing & Payment options for the vendor configuration screen. For Stella, the following are recommended:
   
     - **Import Transactions Options** select: 
           - Separate Transaction Batches per Property
     - **Export Tenant Options** select: 
           - Include residents moved out within last "90" days,
           - Include Billing Account Information
           - Include Open Charges
           - Include Service Dates with Billing Account Information
   
   > This may vary depending on the nature of the requested report(s). The Stella team member will make further recommendations based on report requirements.
   
   ![Yard select data options](https://h.askstella.com/hs-fs/hubfs/yardVendorStep5.jpg?width=500&height=743&name=yardVendorStep5.jpg)
6. Save the selections.

### Configure the Property or Property List

#### Single Property

1. From the Yardi Voyager main menu (left column), navigate to Setup » Property » Find Property.
   
   ![Yardi Setup menu](https://h.askstella.com/hs-fs/hubfs/yardiConfigSingleStep1.jpg?width=200&height=527&name=yardiConfigSingleStep1.jpg)
2. Enter the property to be assigned to Billing and Payments and click Submit.
3. Select the Functions menu and select Interface Configuration.
4. Select Billing & Payments from the interface list.
5. Search for "Multifamily Utility" and click the Select button to move it to the Agencies Selected for Property field
   
   ![Yardi agency selection](https://h.askstella.com/hs-fs/hubfs/yardiConfigSingleStep5.jpg?width=500&height=416&name=yardiConfigSingleStep5.jpg)
6. Save selection

#### Bulk Property List

1. From the Yardi Voyager main menu (left column), navigate to Interfaces » Configuration » Bulk Property Configuration
2. Enter property list code
3. Complete the fields in the Interface Configuration:
   
     - Interface Type: Select Billing and Payments from the pull-down menu.
     - Configure/Remove: Select Configure from the drop-down list.
     - Available Agencies: Select "Multifamily Utility"
   
   ![Yardi bulk property selection](https://h.askstella.com/hs-fs/hubfs/yardiConfigBulkStep3.jpg?width=500&height=694&name=yardiConfigBulkStep3.jpg)
4. Save settings

### Configure the Interface User

1. From the Yardi Voyager main menu (left column), navigate to System Administration » Security » Add User
2. Create a new interface user and link to a security group for the specific Interface Type
   
   > The security group should have Read or Read/Write access for the appropriate web service permission(s) e.g. Interfaces: Web Service—Common Data
3. Enter the property code or property list code in the Property field to allow interface user access to properties configured for Multifamily Utility.
4. Click on Privileges tab and select "Interface User".
   
   > Note: this will give user access through the web services but not the Voyager front end.
5. Click Save

### Provide Access Information

The following information will be required to complete the integration between Stella and Yardi:

1. Database name
2. Server name (may be the same as the database name)

 

 

**Note**

Clients should always notify Stella support of any changes to the Voyager URL, Database or Server names as these changes will disrupt the connection and impede the generation of Stella's reports.

**Security**

Do not email or paste credentials into chat. We will collect them securely during the meeting or via approved secure channels.

### Data Reference

- [Yardi Data Fields Available in AskStella](https://h.askstella.com/help/yardi-data-fields?hsLang=en)

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    - [Data References](https://h.askstella.com/help/integrations?hsLang=en#data-references)

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