Integrating Birdeye with Yardi
Yardi is a property management software for real-estate clients. It provides integrated property management software and investment management solutions for all real estate verticals thus allowing owners, managers, investors, and other stakeholders access to information specific to their needs. Yardi facilitates more than 20,000 businesses, corporations, and government agencies for property management solutions. Yardi helps businesses follow up on their customers who have in the recent past used their services to either move into the listed property, move out of it, or to close a service request.
NOTE
Integration is only supported for Yardi Voyager 7 version.
Integrating Yardi with Birdeye will automate the process of sending out review requests to customers on a daily basis.
Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for Yardi:
| Trigger Name | Trigger Description |
|---|---|
| Yardi Move In Trigger | This trigger is used to fetch customer data based on move-in to the property. |
| Yardi Move Out Trigger | This trigger is used to fetch customer data based on move-out from the property. |
| Yardi Closed Service Request Trigger | This trigger is used to fetch customer data based on the closed service request. |
| Yardi Lease Renewal Trigger | This trigger is used to fetch customer data based on the lease renewal of the property. |
| Yardi Prospect Visit Trigger | This trigger is used to fetch customer data based on the prospect visit to the property. |
| Birdeye Lead Trigger |
This trigger is used to push lead from Birdeye into CRM. |
To set up the integration, complete the steps detailed below:
- Download the Common/Resident Data, Service Request, and ILS Guest Card Interface setup guides from Yardi Client Central.
- Complete the setup of the Common/Resident Data, Service Request, and ILS Guest Card Interface. Make sure it includes the Email and Phone numbers.
- Setup a new interface user.
- Configure Properties for Common/Resident Data, Service Request, and ILS Guest Card Interface.
- Once this is done, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com with the details mentioned below to complete the integration:
- Voyager URL
- Interface Username
- Interface Password
- Database Server
- Database Name
- Platform
- Property Code List (Associated with each Birdeye location)