Overview

The Yardi integration connects your Yardi Voyager system to HappyCo, keeping properties, units, work orders, and inspections in sync between both platforms. Your user will need to be an Administrator to manage your Yardi integration inside of Happy Property.

What you can configure in Admin Centre:

• Connect your Yardi system and manage credentials
• Map your Yardi Work Order Categories, Priorities, and Statuses to HappyCo equivalents

What the integration handles automatically (configured during onboarding):

• Sync properties and units from Yardi into HappyCo — unit and resident data updates every 24 hours
• Schedule inspections based on resident events in Yardi (move in, move out, notice)
• Sync inspection reports back to Yardi
• Keep Yardi Work Orders and HappyCo Tasks in sync (bi-directional)
• Create Make Ready Projects when a move-out date is set in Yardi

Note: Resident data syncs automatically as part of the property sync. There are no resident-specific controls in Admin Centre — resident configuration is managed during your onboarding setup.

Compatible Yardi versions

The integration supports self-hosted Yardi instances only:

• Voyager 7 with Interfaces Plug-in v17.3 and Service Requests PI v2 (plugin version 6 or greater)
• Voyager 7S with Interfaces Plugin v5.3 and Service Requests PI v4 or higher
• Yardi Flex (student housing — note: identification of individual beds within a unit is not supported)

Connecting Yardi to HappyCo

Before configuring any features, you need to connect your Yardi system. You will need the following details from your Yardi administrator.

To connect:

1. Go to Admin Centre → Integrations
2. Click New Integration
3. Select Yardi as the integration type
4. Enter your Yardi credentials in the Account details tab:

5. Click Save

Unless you connect to more than one Yardi system, simply name the integration Yardi.

Mapping your Yardi values to HappyCo

Once connected, you need to tell HappyCo how your Yardi categories, statuses, and priorities correspond to HappyCo equivalents. This is done in the Mapping tab of your Yardi integration.

Note: For Yardi, all mappings are configured at the integration level and apply across all your properties. There is no per-property mapping configuration.

JoyAI Mapping Assistant

When you first open the Mapping tab, you'll see the JoyAI Mapping Assistant — an AI-powered tool that automatically suggests the best-match mappings between your Yardi categories and HappyCo's work categories.

To run the Mapping Assistant:

1. Open your Yardi integration and click the Mapping tab
2. Click Start Mapping Assistant
3. The assistant will run in the background ("Magic in progress…") — this may take a moment
4. Once complete, you'll see the suggested mappings to review
5. Adjust any mappings that need changing, then confirm

Running the Mapping Assistant at initial setup saves significant manual effort for category mapping. You can still review and override any AI suggestion before it takes effect.

If you see "Mapping Assistant Unavailable": Your integration may not yet have your Yardi categories, statuses, and priorities loaded. This typically means the connection setup is not yet complete. Contact your Customer Success Manager or HappyCo Support for assistance.

Import and Export Mapping

After the Mapping Assistant runs, you can review and manage all mappings manually. The Mapping tab has two sections:

• Import Mapping — controls how values from Yardi are translated into HappyCo when work orders come in
• Export Mapping — controls how HappyCo values are translated back into Yardi when tasks are sent out

Each section has three views: Unmapped, Mapped, and Ignored.

Important: A Data Loss Prevention warning will appear if any values are unmapped. To avoid data issues, make sure all items from Yardi are mapped before going live.

What you'll map

Import Mapping (Yardi → HappyCo)

• Statuses — Map each of your Yardi work order statuses to a HappyCo status
• Priorities — Map each of your Yardi work order priorities to a HappyCo priority
• Categories — Map each Yardi category (grouped by parent category) to a HappyCo work category

Export Mapping (HappyCo → Yardi)

• Statuses — Map each HappyCo task status (Open, On hold, Completed, Canceled) to the corresponding Yardi status
• Priorities — Map HappyCo priorities (Normal, Urgent) to Yardi priorities
• Categories — Map each HappyCo work category to the corresponding Yardi category

How to map values

1. Go to Admin Centre → Integrations → select your Yardi integration
2. Click the Mapping tab
3. Open the Import Mapping or Export Mapping section
4. Click Unmapped to see items that still need to be mapped
5. For each item, use the dropdown to select the corresponding value in the other system
6. Mappings save automatically — no need to click Save

To ignore a category (exclude it from import or export entirely):

• Find the category in the list and click the – icon on the right
• Ignored items move to the Ignored tab and will no longer sync

To update an existing mapping:

• Click Mapped to view currently mapped values
• Select a new value from the dropdown — changes apply immediately to the next sync

Note: Mapping changes are not applied retroactively. Only tasks imported or exported after a mapping change will use the updated mapping.

Inspection scheduling

HappyCo can automatically schedule inspections based on resident events in Yardi. This is configured during your onboarding. The supported triggers are:

• Move In — when a resident moves into a unit
• Move Out — on the date the resident is scheduled to move out
• Notice On Date — when a resident gives notice to vacate

Ask your HappyCo onboarding team to set up inspection scheduling if it's not already configured.

Do not enable the Move Out Inspection Scheduler at the same time as Make Ready Project Scheduler — this will create two move-out inspections.

Inspection report sync

Completed inspection reports from scheduled inspections can be automatically synced back to the resident's record in Yardi, stored as a PDF attachment (Resident → Data → Attachment).

This is configured during onboarding. Contact HappyCo Support if you'd like to enable or adjust this.

Only inspections created by the integration are synced. Manually created inspections are not included.

Task (Work Order) sync

The task sync keeps Yardi Work Orders and HappyCo Tasks in sync, bi-directionally:

• New work orders created in Yardi appear as Tasks in HappyCo within 15 minutes
• Tasks created in HappyCo are exported to Yardi as Work Orders
• Status, priority, and category updates reflect across both systems

Task sync is set up during your initial onboarding. Once live, you can manage all category, status, and priority mappings yourself in the Mapping tab (see above).

Make Ready Projects

When a move-out date is set for a resident in Yardi, HappyCo can automatically create a Make Ready Project containing routine inspections and tasks. Any tasks in the project also create matching Work Orders in Yardi.

Key behaviours:

• Project is created within 24 hours of a move-out date being set in Yardi
• If the move-out date changes in Yardi, the project dates and task due dates shift automatically within 24 hours
• Do not manually change a Make Ready Project's start date in HappyCo — changes will be overridden by the next Yardi sync

This feature is configured during onboarding. Contact HappyCo Support to enable or adjust it.

Limitations

• Task comments do not sync between HappyCo and Yardi
• Make Ready Project completion (Date Ready, Rent Ready) is not reflected in the Yardi Turn Board — this is a Yardi API limitation
• Only integration-created inspections have their reports synced to Yardi — manually created inspections are excluded
• Category mappings are not applied retroactively — only new imports after a mapping change use the updated mapping

Frequently asked questions

A task category didn't update after I changed a mapping — why? Mapping changes apply to new imports only. Tasks already in HappyCo will not be updated retroactively.

Why did my Make Ready Project start date revert? HappyCo syncs project start dates from Yardi's move-out date. Change the date in Yardi to permanently update the project.

Can I stop a specific Yardi category from syncing? Yes — find the category in the Mapping tab and click the – icon to ignore it. It will move to the Ignored tab and will no longer sync.

What happens if I have a new category in Yardi after go-live? New unmapped values will appear in the Unmapped tab in the Mapping section. Map them before the next import to avoid data loss.

Can I map a Cancelled status? Yes — Cancelled is available as a mappable status in the Export Mapping section.