Yardi Integration for Property Management

Yardi powers property management for millions of units across multifamily, commercial, affordable housing, and mixed-use portfolios. SBSA Technology connects Yardi Voyager, Breeze, and Genesis2 to your ERP, accounting, and EDI systems — fully managed, fully automated.

Your Yardi Integration Path

Select your platform to see your integration requirements

1
Connect via Yardi REST API (YardiOne)

SBSA authenticates securely using client credentials and manages token refresh, rate limits, and session handling automatically.

2
Map Yardi GL accounts to your ERP chart of accounts

GL mapping is configured per entity — supporting multi-property, multi-entity, and consolidated reporting structures.

3
Sync vendor invoices and purchase orders bi-directionally

Invoices created in Yardi Voyager flow automatically to your accounting system — no manual re-keying required.

4
Reconcile payments and bank transactions

Vendor payments posted in Yardi update your ERP in real time. Bank feeds and cleared transactions are matched automatically.

5
Monitor with 24/7 exception alerting

SBSA monitors all data flows and surfaces errors before they create mismatches in your financial reporting.

1
Connect Yardi Breeze via API

Yardi Breeze uses a streamlined API layer suitable for smaller and mid-sized portfolios. SBSA handles all auth and endpoint configuration.

2
Sync tenant charges and receipts to QuickBooks

Lease charges, rent receipts, and security deposits sync automatically to QuickBooks Online or Enterprise — mapped to the correct income accounts.

3
Push vendor invoices and payments outbound

AP transactions created in Breeze are posted to your accounting system on a scheduled or real-time basis.

4
Reconcile across multiple properties

SBSA maps each Breeze property to the correct class, location, or entity in your accounting platform for clean consolidated reporting.

1
Connect Yardi Genesis2 for affordable housing portfolios

Genesis2 serves the tax credit (LIHTC) and affordable housing market. SBSA handles the Genesis2-specific API and compliance data flows.

2
Map compliance and subsidy transactions

HAP payments, utility allowances, and HUD-related transactions are mapped accurately to your GL and reporting requirements.

3
Sync tenant certifications and charge schedules

Tenant income certifications and charge schedules in Genesis2 trigger corresponding entries in your ERP or accounting system automatically.

4
Reporting and audit trail integration

SBSA ensures your integration produces a clean, auditable data trail for HUD, LIHTC compliance auditors, and internal reporting.

Yardi Integration for Every Property Type

SBSA Technology works with property owners, operators, management companies, and vendors supplying goods and services to Yardi-managed properties — across every asset class.

Multifamily Operators

Apartment communities and residential portfolio managers using Yardi Voyager or Breeze for leasing, maintenance, and accounting.

Commercial Real Estate

Office, retail, industrial, and mixed-use property managers needing Yardi connected to their ERP, lease administration, or investor reporting tools.

Affordable Housing

LIHTC, Section 8, and HUD-assisted property managers on Yardi Genesis2 requiring compliant data flows and subsidy transaction mapping.

Maintenance Suppliers

Vendors and contractors supplying maintenance, repairs, and facilities services to properties managed in Yardi — requiring EDI or invoice automation.

Construction & CapEx

Development and renovation project teams needing Yardi job cost data integrated with accounting systems for real-time budget tracking.

Property Management Companies

Third-party management firms overseeing multiple ownership entities in Yardi — needing clean, entity-level data separation in accounting output.

MRO & Supplies Vendors

Facilities and maintenance suppliers receiving purchase orders from Yardi and needing EDI compliance or AP portal automation for payment processing.

Investor & Asset Managers

Real estate fund managers requiring consolidated financial data from multiple Yardi instances across their portfolio — aggregated into a single reporting platform.

3–6 wks Typical go-live timeline for standard Yardi integration
100% Bi-directional data flow — Yardi to ERP and back
24/7 Automated monitoring and exception alerting
0 Manual re-keying between Yardi and your accounting system

Three Ways to Connect Yardi

Yardi supports REST API, SOAP web services, and flat-file exchange. SBSA Technology selects and configures the right method for your platform, volume, and target system requirements.

SOAP Web Services

Legacy & Deep Integration

Yardi's SOAP API layer provides deep access to Voyager data structures including resident management, job costing, and compliance data. Preferred for complex custom integrations and legacy ERP systems.

  • Protocol: SOAP/XML over HTTPS
  • Standard: Yardi WSDL service definitions
  • Best for: Custom Voyager workflows and legacy ERPs
  • SBSA manages: WSDL parsing, schema mapping & versioning

Flat File / SFTP

Batch Export & Import

Scheduled batch file exchange via SFTP — practical for systems that don't support direct API integration, or for high-volume bulk data migrations and nightly reconciliation runs.

  • Protocol: SFTP with PGP encryption optional
  • Standard: CSV / fixed-width Yardi export formats
  • Best for: Nightly batch sync and legacy system bridging
  • SBSA manages: File routing, transformation & monitoring

Yardi EDI Integration EDI Transaction Set

SBSA Technology supports core and supplemental Yardi EDI Integration EDI documents. Critical transactions are highlighted because they carry the highest compliance risk when transmitted incorrectly or late.

Vendor Invoice (AP)

Accounts Payable Invoice Sync

Vendor invoices entered or approved in Yardi are automatically posted to your ERP or accounting system — with GL account, cost center, and entity mapping applied at the line level.

Inbound
Purchase Order

PO Creation & Approval Sync

Purchase orders created in Yardi flow to your ERP for budget approval, then sync back to Yardi when approved. Three-way match (PO / receipt / invoice) is enforced automatically.

Inbound Budget approval workflow required in target ERP
Vendor Payment

AP Payment Posting

Payments issued in Yardi update open invoices in your accounting system in real time. Check runs, ACH payments, and wire transfers are all captured and reconciled automatically.

Outbound
Tenant Charge (AR)

Accounts Receivable Charge Sync

Lease charges, rent, fees, and other resident charges posted in Yardi sync to your accounting platform as AR invoices — mapped to property, unit, and income account codes.

Outbound
Tenant Receipt

Rent & Fee Receipt Posting

Cash receipts from tenants posted in Yardi — including online payments, check deposits, and money orders — are pushed to your accounting system and applied against open charges automatically.

Outbound
GL Journal Entry

General Ledger Sync

Journal entries created in Yardi for accruals, adjustments, and period-end close are exported to your ERP — preserving debit/credit structure, entity, and period assignments.

Inbound
Work Order

Maintenance Work Order Sync

Maintenance work orders created and completed in Yardi generate corresponding cost entries and vendor purchase orders in your ERP — closing the loop between operations and accounting.

Outbound
Bank Reconciliation

Bank Feed & Reconciliation Data

Cleared transaction data from Yardi's bank reconciliation module is synced to your accounting system — enabling automated bank matching without duplicate reconciliation work.

Outbound

Connect Yardi to Your Accounting System

SBSA Technology integrates Yardi with every major accounting and ERP platform — including QuickBooks Online, QuickBooks Enterprise, NetSuite, SAP, Oracle, and Microsoft Dynamics. As an Intuit Silver Partner, SBSA is uniquely positioned to bridge Yardi and QuickBooks environments of any complexity.

QuickBooks Online

Bi-directional sync between Yardi and QuickBooks Online — vendors, bills, payments, customers, invoices, and journal entries. Multi-class and multi-location support for portfolio-level reporting. Ideal for growing operators on QBO Advanced.

QuickBooks Enterprise

Deep integration between Yardi and QuickBooks Enterprise — supporting advanced inventory, job costing, and multi-entity reporting. Designed for larger operators managing 50+ units or running construction and CapEx projects through QBE.

NetSuite

Enterprise-grade integration between Yardi and Oracle NetSuite — mapping Yardi property and portfolio data to NetSuite subsidiaries, departments, and custom segments. Ideal for institutional operators and private equity-backed portfolios.

SAP S/4HANA & SAP Business One

Yardi-to-SAP integration for large-scale real estate operators requiring enterprise financial control — including multi-currency, inter-company postings, and SAP asset accounting aligned with Yardi property records.

Microsoft Dynamics 365

Yardi-to-Dynamics 365 Business Central and Finance & Operations integration — connecting Yardi property data to Microsoft's financial management and supply chain modules for mid-market and enterprise property operators.

Built to Eliminate Manual Work Between Yardi and Your Systems

Manually re-keying transactions between Yardi and your accounting system is the single largest source of errors, delays, and audit risk for property management companies. SBSA Technology automates every data flow — so your team works in Yardi, and your books stay current automatically.

Vendor invoices approved in Yardi post automatically to your ERP — no duplicate data entry

GL accounts, cost centers, and property codes mapped once — applied automatically to every transaction

Multi-entity property portfolios consolidated to the correct entity in your accounting system without manual allocation

Yardi purchase orders trigger three-way match in your ERP — preventing over-payment on vendor invoices

Tenant charge schedules and rent rolls sync on a configurable schedule — daily, hourly, or real-time

Period-end journal entries from Yardi post to your ERP automatically — no copy-paste from reports

Cleared bank transactions matched against Yardi cash postings for automated bank reconciliation

Exception alerts surface data mismatches, unmatched GL codes, and API failures before they reach your books

Work order costs flow to your ERP job cost module automatically — maintenance spend tracked in real time

Yardi payment runs sync back to vendor records in your accounting system — keeping open AP current

Yardi Integration FAQ

Common questions from property managers and real estate operators beginning their Yardi integration journey.

SBSA Technology supports integration across all major Yardi platforms including Yardi Voyager (commercial and residential), Yardi Breeze, and Yardi Genesis2. Whether you manage multifamily, commercial, affordable, or mixed-use portfolios, SBSA maps your workflows to and from Yardi using its REST and SOAP API layers. We also support Yardi Elevate modules for operators using RentCafe, Yardi Maintenance, and Yardi Procurement.

Yes. SBSA Technology is an Intuit Silver Partner supporting both QuickBooks Online and QuickBooks Enterprise. We build bi-directional integrations between Yardi and QuickBooks — syncing vendors, invoices, GL codes, payments, and bank transactions — eliminating manual double-entry between your property management and accounting systems. For multi-entity portfolios, SBSA maps each Yardi property to the correct QuickBooks class, location, or file automatically.

Multi-entity consolidation is one of SBSA's most common Yardi integration patterns. We map each Yardi property or business unit to the correct entity, class, location, or subsidiary in your target system — whether that is QuickBooks Online Advanced, QuickBooks Enterprise, NetSuite, or another ERP — using a configurable GL mapping layer that handles entity-level allocation automatically. Operators with 5 to 500+ properties are supported.

Yes. SBSA builds integrations using Yardi's REST API (YardiOne) as well as SOAP endpoints where applicable. Our technical team manages authentication, credential rotation, rate limit handling, and error recovery so your integration stays live without manual intervention. We also support flat-file and SFTP-based exchange for systems that don't connect via API directly.

A standard Yardi-to-accounting integration typically goes live in 3–6 weeks. More complex ERP or multi-entity integrations — involving multiple Yardi properties, GL mapping across entities, or EDI supplier connections — typically require 6–12 weeks. SBSA provides a detailed project timeline during the initial consultation based on your specific Yardi configuration, portfolio size, and target systems.

Yes. SBSA Technology manages both the Yardi integration layer and EDI connections for vendors supplying maintenance, MRO goods, and construction materials to Yardi-managed properties. We can set up PO receipt (EDI 850), PO acknowledgment (855), ASN (856), and invoice (810) flows between Yardi's procurement module and your supplier network simultaneously — sharing the same ERP mapping layer to minimise setup effort.

Ready to Connect Yardi to Your Accounting System?

Tell us your Yardi platform, portfolio structure, and target ERP — and we'll build a complete integration plan for you.