Yardi Voyager (Multi-Family) ILS Guest Card Integration

Modified on Wed, Jun 12, 2024 at 4:25 PM

Overview

Enquire's integration with Yardi allows you quickly and easily send individuals from Enquire to Yardi.

Note: The Yardi integration is subject to a monthly fee. Please reach out to your account manager if you have questions.

Setup

Yardi Self-Service Activation Request

Step 1: Log in to Yardi Voyager.

Step 2: Contact Yardi to get access to the “ILS Guest Card Interface”

Step 3: You will be given all of the info needed to set up a Yardi Multi-Family plugin in the Enquire CRM.

ClientID
Interface Username
Password
Database Name
Yardi Property ID (for each community)

Note: If you have any questions about the self-serve activation process, please reach out to your Yardi account manager.

Plugins

All integrations require an Enquire team member to complete setup of the Plugins. Please reach out to your Client Success Manager, our Integrations Team, or put in a ticket for our Support Team integrations.support@alineops.com for further assistance.

Usage

Enquire can send a profile to Yardi with the following fields and their values listed below. Please note that a Housing Contract needs to be active for this integration to work. All demographic information will be pushed to Yardi and updates will be pulled back to Enquire from Yardi.

First Name*	Last Name*	Address Line 1	Address Line 2
City	State	Postal Code	Market Source***
Assigned User**	Move In Date	Phone	Email

Note: If the prospect has no address, we send the Contact’s address here if it is available.

Note: The assigned user must be registered in Yardi, and if it’s not, “Enquire” will be the defaulted assigned user

Note: Market Source options must be in Yardi’s list of “Transaction Sources”; if it is not, “Enquire” or “Other” will be defaulted in the “Transaction Sources".

Enquire will also send all Contacts for the individual with the following fields and their values:

PatientId*	First Name*	Last Name*	Address Line 1
Address Line 2	City	State	Postal Code
Country	Home Phone	Mobile Phone	Work Phone
Email	Fax Number	Gender	Date of Birth

* - required to send a Contact to Yardi.

Send an individual to Yardi:

Step 1: Navigate to the individual you would like to send to Yardi.

Step 2: In the upper right, click the blue Yardi button.

Message Banner

If the individual was successfully sent to Yardi , you will see a success message similar to the following:

If there was an error when attempting to send an individual to Yard, you will see something similar to the following:

Note: Upon a successful send to Yardi, the "-> Yardi" button will be removed from the profile to help prevent sending duplicates to Yardi.

ADT Events from Yardi to Enquire

Upon Enquire receiving Admit, Discharge, and Transfer events from PointClickCare, the following updates will occur on an individual profile depending on the event:

Move In

When an Admit event is received, the following profile updates will occur in Enquire:

Prospect will be converted to a Resident
Lead Score will be updated to Move In

A note is added to the profile with the following text:

“An Move In occurred for individual’s name”

The user assigned to the profile will receive a notification saying:

“An Move In occurred for individual’s name”

A Completed activity will be created with:

An Activity Type of Move In
An Activity Resolution of Contact Made
A Completed Date set to the date/time Enquire received the ADT message

Move Out

When a Discharge event is received, the following profile updates will occur in Enquire:

Lead Score will be updated to Move Out

A note is added to the profile with the following text:

“A Move Out occurred for individual’s name”

The user assigned to the profile will receive a notification saying:

“A Move Out occurred for individual’s name”

A Completed activity will be created with:

An Activity Type of Move Out
An Activity Resolution of Contact Made
A Completed Date set to the date/time Enquire received the ADT message