HappyCo's Yardi integration keeps your properties, residents, inspections, and work orders in sync — so your teams can work in HappyCo without losing visibility in Yardi.
What Connects with Yardi
- Property, unit, and resident data sync
- Make Ready project automation
- Inspection scheduling (move-in, scheduled move-out, notice to vacate)
- Bidirectional work order sync
- Inspection report sync
How It Works
Properties, Units & Residents
HappyCo imports all properties and units from Yardi, along with all residents (excluding minors). Unit data — including floorplan, unit type, bedrooms, bathrooms, square footage, market rent, and address — stays current with changes syncing from Yardi every 24 hours. Resident records sync on the same cadence, keeping lease dates, move-in and move-out dates, and notice dates up to date in HappyCo.
Make Ready Projects
When a resident in Yardi is scheduled to move out, HappyCo automatically creates a Make Ready project. The project starts on the move-out date, with tasks and inspections due relative to that date. If the move-out date changes in Yardi, the project shifts accordingly — including due dates on any incomplete items. The project is marked complete when all tasks and inspections are finished.
Inspection Scheduling
HappyCo can automatically schedule inspections based on three events in Yardi: a resident moving in, a resident's scheduled move-out date (Notice For), or the date a notice to vacate is given (Notice On). One inspection can be created per event type, for up to three total automated inspections per unit. HappyCo checks for new triggers every 24 hours.
Yardi Inspection Scheduling Reference →
Inspection Report Sync
When an inspection is completed, HappyCo syncs the report back to Yardi as a PDF attached to the resident's record under Data → Attachments. Sync behavior varies depending on whether the inspection was triggered by the integration, created as part of a Make Ready project, or created manually.
Yardi Inspection Report Sync Reference →
Work Order Sync
HappyCo and Yardi stay in sync bidirectionally for work orders. When a work order is created in Yardi, it appears in HappyCo within 15 minutes. Work orders created in HappyCo sync to Yardi immediately. Initial setup imports work orders from the last 90 days.
Yardi Work Order Sync Reference →
Sync Frequencies
| Data | Sync Frequency |
|---|---|
| Unit and property data | Daily |
| Resident data | Daily |
| HappyCo work orders → Yardi | Immediately (<1 min) |
| Yardi work order updates → HappyCo | Every 15 minutes |
| Inspection reports → Yardi | Within 15 minutes |
Extend Your Integration
The following features can be enabled as part of your Yardi integration:
- Yardi Make Ready Board Sync — Mark units as Rent Ready directly from HappyCo and sync the date back to Yardi automatically. Set it up →
- Work Order Photo Sync — Sync photos and attachments between HappyCo work orders and Yardi service requests. Set it up →
- Resident Chargebacks — Automatically post resident charges from move-out inspections to the resident's Yardi ledger. Set it up →
Ready to Set Up the Integration?
Setting up the Yardi integration is done in coordination with HappyCo's team and involves a few configuration steps in your Yardi environment. Reach out to your Customer Success Manager to get started.