Overview

The Yardi Make Ready Integration enables you to mark units as Rent Ready directly from HappyCo’s Project Board. When used, it automatically syncs the Date Ready and Date Available fields in Yardi, and reflects those updates in HappyCo. This eliminates manual updates and ensures both systems stay aligned during the make ready process.

How it works

Once enabled:

• A Mark as Rent Ready button will appear on each Make Ready task in HappyCo
• When clicked, it sets the Date Ready and Date Available in Yardi to today’s date
• This also triggers any automated Unit Status changes in Yardi based on your existing workflows
• The Yardi Rent Ready Date will be visible and sortable on the HappyCo Project Board
• The Target Availability Date in HappyCo will be replaced with Yardi’s Rent Ready Date

Note: When this integration is enabled, the Target Availability Date in HappyCo becomes read-only and is updated via Yardi.

How to use it

Once the integration is set up, simply open a unit’s Make Ready in HappyCo and click Mark as Rent Ready. That’s it—your changes will automatically sync to Yardi and reflect in both systems.

You can also sort your HappyCo Project Board by the Yardi Rent Ready Date, helping you prioritize and track readiness timelines more efficiently.

How to set it up

To enable the Yardi Make Ready Integration, you or your internal Yardi administrator must complete the following setup steps. If you need support, please contact your CSM or HappyCo Support.

Step 1: Install the 'Yuhu Leasing Applications' package

You should already have the HappyCo Service Requests (happyco9) package installed.

Verify you have access to our subsidiary vendor package Yuhu Leasing Applications (yuhu4). If you have a self hosted environment you will need to install the .pkg file.

If you unable to find this subsidiary package under ILS & Guest Card Interface, you will need to contact your Yardi Representative or the Yardi Interfaces team requesting our vendor package.

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 - ILS & Guest Card’
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

This part of our integration will utilize the Service Request and ILS Guest Card interfaces.

When configuring this interface for the HappyCo vendor package and our subsidiary Yuhu vendor package, please ensure settings are configured as follows:

Service Request Interface (HappyCo Service Requests package)

• Import Options to ‘Bypass open make ready details...‘ is ON (Selected)
  • Allows HappyCo to set the Unit Date Available and Date Ready

ILS & Guest Card (Yuhu Leasing Applications package)

• Schema Versions (ILS export only) is set to v4.0
  • Allows HappyCo to set the Unit Date Available and Date Ready

Bulk configure the properties that will be live in HappyCo with the new subsidiary Yuhu vendor package. 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 ILS & Guest Card interface and find/select the available agency 'Yuhu Leasing Applications'.