Step 1: Install the 'HappyCo Service Request' package

Verify you have access to our vendor package HappyCo Service Request (HappyCo9). If you have a self hosted environment you will need to install the .pkg file.

If you unable to find our package, you will need to contact your Yardi Representative or the Yardi Interfaces team requesting our vendor package.

☝ If you see a package labelled HappyCo2, this has been deprecated and SHOULDN'T be used

Step 2: Security Group Configuration

Ensure the security group the HappyCo vendor interface user belongs to has the following access:

1. Read/Write Access to all permissions associated with ‘Interfaces: Web Service - Common Data’
2. Read/Write Access to all permissions associated with ‘Interfaces: Web Service - Service Request’
3. Read access to ‘Property-Interface_Configuration’ permission

Step 3: Interface Configuration

Our integration will utilize the Common Data and Service Request interfaces.

When configuring each interface for our HappyCo vendor package please ensure settings are configured as follows:

Common Data Interface

• Ignore Exclude Units Flag is OFF (Not Selected)

  • This ensures that units such as Model, Admin or Wait are not integrated into HappyCo

• Export Deposit Information is ON (Selected)

• Set the following permissions to ‘Read’ access:

  • Name, Address, Phone Numbers, Lease Charges, Scheduled Lease Renewals, Rentable Items, Pets, Email

• Ensure one Import/Export attachment Types is selected

  • In order to sync back completed inspection reports, an Import/Export Attachment Type must be selected under our Common Data Configuration - HappyCo Service Request configuration screen.

  • HappyCo will need the name of the attachment type(or a screenshot).

Service Request Interface

• Export Excluded Units is OFF (Not Selected)

  • This ensures that units such as Model, Admin or Wait are not integrated into HappyCo

Bulk configure the properties that will be live in HappyCo. There is a bulk configure properties option on the side bar > Interfaces (if you are not seeing Interfaces, revert to Basic iData) > Configuration > Bulk Property Configuration. The interface config screen will prompt and allow you to enter the property list, select Service Requests interface and find/select the available agency 'HappyCo Service Request'.

Step 4: Provide login details for Vendor User

To access your Yardi instance, we will need the following information:

• User name
• Password
• Server Name
• Database
• Platform
• Web Services URL
• Name/screenshot of Import/Export Attachment Type from Step 3.i

Once we receive these credentials, we can confirm that we have the necessary access to complete the remaining setup by the HappyCo team.

Looking for more information on how the integration works?

HappyCo's Yardi Integration Guide →