Connect Yardi PMS Data

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

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.

   

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.

   

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.

   

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.

   

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

   

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"

   

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 to Multifamily Utility

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

1. Voyager URL (vendor will append the appropriate web services endpoint)
2. Interface username and password
3. Database name
4. Server name (will always be the same as the database name)