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EliseAI Yardi Integration Guide

  • Updated

This guide will walk you through the steps to integrate Yardi with EliseAI. 

Please note that a Yardi system administrator is required to complete this process. If you are NOT a Yardi admin, take the following steps first:

  1. Contact your Yardi Representative OR
  2. Submit a case to Client Central.

We recommend starting the integration process as soon as possible to ensure a seamless launch. If you have any questions, our team is here to help!

 

 

Step 1: Credentials

Add the "MeetElise" Web User & Security to Yardi Voyager

If you are a first-time customer with EliseAI, you will need to add MeetElise as a user. If not, MeetElise should already be added and you can add new buildings to the existing Property List for Integration access.

 

Create a New User Security Group

  1. On the left hand side menu Navigate to Roles > Administration > Add Group (Under Users)
    • Enter the following credentials:
      • Code: meetelis
      • Description: Meet Elise
  2. On the left hand side menu Navigate to Security > Set Permissions
    • Search for Group used for vendors or newly created group called "meet elise" and select Find
    • Set Description to "Interfaces: Web Service"
    • Once the list of Permissions is Visible select Find and then Edit
    • Set the following Permissions to Read/Write:
      • Interface Web Service: ILS/Guest card (Leasing)  
      • Interface Web Service: Billing & Payment (Delinquency)
      • Interface Web Service: Service Requests (Maintenance)
      • Interface Web Service: Service Requests Get Attachments (Renewals)
      • Interface Web Service: Common Data (Resident)
      • Interface Web Service: Resident Data (Delinquency)
      • Interface Web Service: Resident Data Lease Renewal (Renewals)
    • Save 

 

Create a New Web User

  1. On the left hand side menu Navigate to Roles > Administration > Add Users (Under Users)
    • Enter the following credentials:
      • Code: meetelis
      • Last Name: Elise
      • First Name: Meet
  2. Under the Security tab 
    • Set Group to "MeetElise" (Created Group)
    • Leave Property blank (access will be restricted through the individual interfaces)
  3. Under the Privileges tab, enable Interface User
    • Enter the User's credentials:
      • Username: MeetElise
      • Passwords can be set at your discretion (Please be sure to save this information)
    • Save

 

Update Credentials in EliseAI 

Once the above steps have been completed, please select "Add New Credential" in MeetElise. You will be required to input the following information:

  • Display Name: Add your Org Name 
  • Username
  • Password
  • Database
  • Server Name
  • Voyager URL 

To find your Yardi instance Server info on a separate browser tab in Voyager, please navigate to Administration > About

 

Review Attachment Types (for Maintenance and Renewal Product Users)

  1. On the left hand side menu Navigate to System> Attachment Types
    • Please ensure that a Work Order Attachment type as well as a Tenant (with a description referring to Lease Renewals) currently exists in your setup. This will be a required selection option when completing Interface Permission in Step 3
    • If you do not have these Attachment type please add:
      • Under each empty Object Type row select "Work Order" and "Tenant"
      • Under Description type in Work Orders Elise (for Work Order row) and Lease Renewals Elise (for Tenant row)
      • Save

 

Step 2: Enable Properties & Interface Access

Grant EliseAI Property & Interface Access

To begin, please proceed to the correct Role: select Role (side panel) > Basic iData Menu

 

Add Property List for Bulk Property Configuration

  1. [Recommended for new Clients] Create a Property list:
    If you are using an existing property list or simply onboarding a new property with EliseAI, you can skip to point #2
    • On the left hand menu Navigate to Setup > Property > Add Property List
      • Name (recommended): eliseai
      • Under Property: Add list of properties managed by Elise 
      • Set Percentages to 100%
  1. Add Interface Configurations (Add Properties to Interface)
    • Ensure you are in the correct role (select Role (side panel) > Basic iData Menu)
    • Navigate to Interfaces > Configuration > Bulk Property Configuration
      • Next to "Property" add Property list or Property being
    • Under Interface Type, search the following interfaces and add the respective agencies to each one:
      • ILS/Guest Card Interface → MeetElise 
      • Billing & Payments Interface →  EliseCollect 
      • Service Request Interface→ EliseAIMaintenance 

Important Note: If you cannot locate EliseCollect or EliseAIMaintenance, submit a support ticket to your Yardi Account Manager for an EliseAI Vendor Package.

 

Step 3: Permissions

To begin, please proceed to the correct Role: select Role (side panel) > Basic iData Menu

 

Set Permissions for ILS/Guest Card Interface

  • Select Interfaces (side panel) > Configuration > Review Interface Vendors
  • Under Entity Type, select ILS/Guest Card  and click Submit
  • Select MeetElise
    • The ILS/Guest Card Configuration page will be displayed

If you are having issues, make sure the following is configured (This is at interface level, and impacts success of individual APIs):

  • Import/Export Resident/Guest Card Activity Options
    • All Fields must remain unchecked
  • Export Resident/Guest Activity Options
    • Include only Residents/Guest with activity in the last: 30 days
    • Schema Version (ILS Export Only): v4.0
    • UseFloorPlanData: unchecked
    • Export all guest cards, ignore interface association: CHECK
      • All other Fields must remain unchecked
  • Import Resident/Guest Activity Options
    • Update prospect agent when vendor imports event: UNCHECKED
    • Tenant Import/Export Attachments: SELECT "CLEAR ALL"
    • Prospect Import/Export Attachment Types: "SELECT CLEAR ALL"
  • Save

 

Set Billing & Payment Interface Permissions

This step is only necessary for clients using DelinquencyAI.

  1. Select Interfaces (side panel) > Configuration > Review Interface Vendors
  2. Under Entity Type, select Billing & Payment and click Submit.
  3. Search for EliseCollect in the pop-up window and configure as follows:
    • Export Tenant Options:
      • Included residents moved out within the last 90 days.
    • Check Include 
      • Billing Account Information
      • Open Charges
      • Service Dates
      • Additional Fields (Display Type)
    • Save

 

Set Maintenance (Service Request) Interface Permissions

This step is only necessary for clients using MaintenanceAI.

  1. Select Interfaces (side panel) > Configuration > Review Interface Vendors
  2. Under Entity Type, select Service Request and click Submit
  3. Search for EliseAI Maintenance and configure as follows:
    • Check the following under the Export Options section
      • Export excluded units
      • Export employee email address
      • Export employee phone numbers
    • Set File Extension and Export Permissions to Read for all types
    • Under Import/Export Attachment Types, click Clear All and then Select all attachment types for Work Orders 
    • Save

 

Set Up Common Data Access - Interface Access

This step is necessary for all products.

This step ensures EliseAI can sync resident data for AI-managed delinquency and renewals.

  1. Under Entity Type, select Common Data and search for Meet Elise.
    • Set the following fields to Read/Write
      (if Read/Write is not available then please select Read)
      • Name
      • Address
      • Phone Number
      • Ledger
      • Lease Charges
      • Lease Offers
      • Scheduled Lease Renewals
      • Rentable Items
      • User Defined
      • Pets
      • Email
    • Under Import/Export Attachment Types, click Clear All and then Select any Tenant attachment types for Lease Renewals
    • Save

 

Step 4: Add EliseAI Leasing Agent

Add "Meet Elise" as a Leasing Agent

The Meet Elise agent needs to be added to ensure seamless communication and functionality between the EliseAI system and the Yardi Voyager system. This setup provides the AI agent the ability to perform essential tasks, such as lead management, leasing document requests, and other property-related functions that are handled smoothly and updated in both systems.

  1. Navigate to Setup > Property > Review  Property.
  2. Select the desired property and go to Functions > Agents.
  3. Find the Meet Elise Agent and add a Start date if not populated
  4. If the Meet Elise Agent is not on the list please select the paper icon:
    • Select Employee to find and add the Meet Elise User as a leasing agent
    • Enter start date for the user and click "Submit"

 

Need Help?

If you encounter any issues, run the "Interface Configured Properties and Vendors" report in Voyager to see a list of properties configured with the interface.

For unresolved problems, please reach out to our support team or your Yardi Account Manager.

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