Search

Welcome to Datagrid
Welcome to Datagrid
Yardi

Yardi

The Yardi connector allows you to seamlessly pull data from your Yardi account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Yardi data, providing enhanced insights and reporting capabilities for real estate management.

1. How-to

1. Prerequisites

To configure the Yardi connector, follow these steps:

  • An active Yardi account with the necessary permissions to access the properties and data you want to import into Datagrid.
  • A Yardi API key. You can generate this from your Yardi account settings.
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the Yardi connector involves selecting the specific data you want to import via Yardi:

  1. Connect Yardi App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Yardi connector from the list. d. Login with your Yardi account. Yardi may prompt you to authorize Datagrid's access to your Yardi data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Yardi data you want to include in your dataset (e.g., Properties, Tenants, Leases). b. Click the “Start First Import” Button to start syncing your Yardi dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Yardi:

  1. Navigate to Yardi Dataset: a. Go to the left side panel and locate and click on the Yardi dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Properties
  • Tenants
  • Leases
  • Financials
  • Units
  • Buildings
  • Owners
  • Vendors
  • Work Orders
  • Inspections

3. Use Cases

  • Property Performance Analysis: Use Datagrid to analyze Yardi's property data to track key metrics such as occupancy rates, rental income, and operating expenses.
  • Tenant Management: Integrate Yardi's tenant data with other property data in Datagrid to optimize tenant relations, improve tenant retention, and increase tenant satisfaction.
  • Lease Administration: Combine Yardi's lease data with financial data in Datagrid to track lease terms, monitor rent payments, and improve lease compliance.
  • Financial Reporting: Use Datagrid to generate financial reports based on Yardi's data to track property performance, monitor cash flow, and improve financial decision-making.
  • Work Order Management: Integrate Yardi's work order data with other property data in Datagrid to track maintenance requests, monitor work order completion rates, and improve property maintenance efficiency.

4. FAQ

Q: What types of data can I import from Yardi into Datagrid?

  • A: You can import a wide range of data, including properties, tenants, leases, financials, units, buildings, owners, vendors, work orders, and inspections.

Q: How often can I schedule data pulls from Yardi?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Yardi to Datagrid?

  • A: You need an active Yardi account with the necessary permissions to access the properties and data you want to import into Datagrid. Ensure you have the correct API key.

5. Support & Additional Resources