Overview

Work Order Photo Sync keeps photos in sync between HappyCo and Yardi, in both directions. Photos added to a work order in HappyCo sync to the matching work order in Yardi, and photos added in Yardi appear in the matching HappyCo work order. Your team gets full photo documentation in both systems, no matter which platform they're working in.

Prerequisites

• Your core Yardi integration must already be set up. If not, start with Setting up your Yardi Integration →
• Your Yardi environment must be on Service Requests version Plv21 or higher. Contact your Yardi representative to confirm your version and arrange an upgrade if needed.

How it Works

• Photos added in Yardi automatically appear in the corresponding work order in HappyCo.
• Going forward, photos on a new work order in HappyCo, or on an existing work order updated in HappyCo, sync to the matching work order in Yardi.
• Only photos sync. Videos and other attachment types do not.

Note: If a photo is deleted in HappyCo, it will remain visible in Yardi. Deletions do not sync.

How to Set it Up

Your internal Yardi administrator must complete the following steps in Yardi.

Step 1: Configure the Service Request Interface Configuration

Navigate to Interfaces, select Service Request as the type, and search for happyco9 - HappyCo Service Request. Adjust the following settings on that screen:

File Extension Export Permissions

• Set all extensions to Read access. 
  • This allows HappyCo to view all photo types when syncing work orders.

Import/Export Attachment Types

• Select all attachment types.
  • Click each type to select them. Selected types turn grey.
  • This enables work order photos to sync in both directions.

Step 2: Bulk Property Configuration

Bulk configure all properties for HapyCo Service Request

• In Yardi's sidebar, go to Interfaces (switch to Basic iData if Interfaces isn't visible) > Configuration > Bulk Property Configuration. 
• Enter your property list, select the Service Requests Interface, and select the HappyCo Service Request agency. 

Step 3: Enable the Feature in HappyCo

Contact your CXM or support@happy.co to request that Work Order Photo Sync is enabled for your business.