Once your SmartRent organization has been set up for Yardi, you will be able to select the appropriate community configuration in SmartRent. If you haven’t integrated SmartRent with Yardi yet, check out our, How Do I Set Up the Yardi and SmartRent Integration? article.
Setting Up Communities for Yardi:
To set up communities for Yardi, follow these steps:
Click on the desired Community
Click Settings in the left sidebar menu
Click Integrations
Click Yardi
Click the Credentials tab towards the top of the page
Select the desired set of credentials from the Credential dropdown menu
Click Save
Click the Property Settings tab towards the top of the page
Choose the code associated to your community from the Property Code dropdown menu
Enable the following syncs depending on the SmartRent product(s) you are using:
For Resident and Service Requests:
Unit Sync
Resident Sync
Automatic Move-In/Move-Out (Recommended)
Work Order Sync
Click Save
For Self-Guided Tours:
Send Prospects to Provider
Send Tours to Provider
Tour Agent Name
We recommend selecting Portal so the prospect shows up in the unreviewed queue in RentCafe
Tour Transaction Source
Tour First Contact
Tour First Contact Reason
Unit Pricing
Turn on the minimum and maximum price if you want to adjust the listed price for units outside of what SmartRent is syncing from Yardi
Click Save
The integration is now active and will begin syncing automatically every hour