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Yardi CRM API Integration

The Yardi API uses the below-required items to send Conversion Cloud information to the Yardi system.

 

CRM Name- Type Yardi CRM [API]
Integration Type API
Send Lead Yes
Update Lead No*
Create Appointment No*
Update Appointment No
Comments  Future Development: Update lead and calendar functionality.

 

Integration Requirements - Yardi CRM Integration 

 

Field Name

 

Description

 

Database User Name

This must be supplied by Yardi Support. A client must request this information.

Database Password

This must be supplied by Yardi Support. A client must request this information.

Database Name

  • This must be supplied by Yardi Support. A client must request this information.

  • This is typically a text-friendly name

Database Server

  • This must be supplied by Yardi Support. A client must request this information.

  • This is the literal name of the server.

Property Code

  • This must be supplied by Yardi Support. A client must request this information.

  • This is typically a number for example 000238

SOAP API Endpoint

  • This must be supplied by Yardi Support. A client must request this information.

  • A SOAP API Endpoint is a URL.

Source Name

The source name is currently “Conversion Logix”

Source Type

  • Choose Senior Living.

  • MultiFamily is not yet supported via API.

 

Notes: 

  • Reuses all fields listed for the HTML Integration: CRM Emails | CC Emails | Reply-to Email

  • SOAP stands for the Simple Object Access Protocol

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