*Please note that if your Realync + Yardi Voyager integration has already been set-up and you need to add an additional property, please skip to steps 5, 6 and 7. Once completed, send a request including the property’s Yardi ID to integrations@realync.com to add the property! 🏠
Requirements 📍
Requirements 📍
Minimum Yardi Voyager Version: 7S
Minimum Interfaces Plugin Version: Interfaces PIv15.1
Minimum ILS/Guest Card Interface Plugin Version: Interfaces ILS/Guest Card PIv15
This needs to be done by your Yardi System Administrator.
An interface user account allows Realync to access your Voyager data through the web service.
This type of account does not permit Realync log into Voyager.
This interface user does not count against your license.
Set-up 🛠️
Set-up 🛠️
Download the Interface Setup Guides on Yardi Client Central to reference if needed.
Configuring the Vendor Options for Grace Hill Menu Path:
Basic iData Menu > Interfaces > Configuration > Review Interface Vendors > Interface Configuration
Confirm Grace Hill appears in Voyager under the ILS & Guest Card Interface configuration. If the vendor is not present, contact Yardi Technical Support to load the vendor package.
Configure the ILS & Guest Card Entity "Grace Hill GC" as follows:
Set “Enable Tour Type Events” (option should be checked)
Set “Include Only Resident / Guests with Activity in the last 90 days”
Set "Schema Version" to v4.0
Set “Export all guest cards, ignore interface association” (option should be
checked)
All other settings can remain default
Save
Configure the Property List - Menu Path to configure properties:
Interfaces > Configuration > Bulk Property Configuration
Enter the Property List Name
The property list must be set up separately and should contain all properties using the Realync Platform. Configure the list via menu path: Setup > Property > Add Property List
Select ILS & Guest Card from the drop down
Select Configure
Select "Grace Hill GC"
Save property list configuration.
Configure the Interface User
Menu Path: System Administration > Security > Add User
Create a Realync interface user and link to a security group for the ILS & Guest Card Interface. The security group should have Read/Write access to the ILS & Guest Card Interface.
Enter the Property List Code in the property field to allow the interface user access to properties configured for Grace Hill.
Click on the Privileges tab and select Interface User. This will give users access through the web services, but not the Voyager front end.
Save interface user configuration.
Add Realync Agents:
Realync activities are logged under the “Activity Logs” section of the Yardi guest card under the type “Other” and utilizing the “Agent” field for the activity to denote Realync events. Please add the following Agents to each relevant property in Yardi:
agent1 = firstName: ‘Realync’, lastName: ‘Video’
agent2 = firstName: ‘Realync’, lastName: ‘Live Tour’
agent3 = firstName: ‘Realync’, lastName: ‘Playlist
Provide Access Information to Realync
Voyager URL (ending with ItfILSGuestCard.asmx) EX: https://www.yardiasp.com/12345name/webservices/ItfILSGuestCard.asmx
Interface username
Interface password
Database name
Server name (will always be the same as database name)
Yardi IDs for connected properties
Once all of your hard work is done, we will do the rest! 💪
We will start configuring the integration using the credentials you provided and will either confirm a successful integration or coordinate with you to work through any errors.
If the configuration is successful, please allow 30 minutes for the initial data sync to complete. If you don’t see any Yardi prospects in your Realync account after that time, please reach out to us!
When we are all set, we’ll email you to notify you that we’re ready to go and will plan to send a communication/training video to your onsite teams within 1 business day.
Once a Yardi prospect is synced with Realync, any Realync-related activities will be logged to the Yardi Guest Card in real time. Realync will sync with your Yardi database every hour to pull over new prospects.
Want to learn more about how to use Yardi? Click here to learn more!
