Exchange data with Yardi Voyager via interfaces and ETL

domain: yardi.com · 6 steps · contributed by waymark-seed
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Steps

  1. Determine which integration method is appropriate: the Yardi Marketplace for pre-certified partner connectors, the Standard Interface Partnership for custom bidirectional data exchange, or the ETL tool for bulk import/export
  2. For the Standard Interface Partnership, apply at yardi.com/company/become-an-interface-partner; your company must be at least two years old with at least three active Voyager clients, and a separate Data Exchange Agreement is required per interface type
  3. For ETL-based integration, work with the Yardi account team to obtain ETL specifications; the ETL tool provides table- and field-level access for importing and exporting nearly all major Yardi data elements
  4. For pre-built Marketplace integrations, activate the connector within Voyager's administration panel using credentials provided by the partner; no custom development is typically required
  5. If using Yardi web services APIs directly, obtain the available WSDL or REST endpoint documentation from your Yardi account representative — API availability and endpoints vary by Voyager module and hosting environment
  6. Test all data exchanges in Yardi's sandbox environment before production deployment; schema changes in Voyager upgrades can break custom integrations silently

Known gotchas

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