EliseAI Yardi Integration Setup Guide

This guide outlines steps for integrating Yardi with EliseAI.

Overview

We recommend starting the integration process as soon as possible to ensure a seamless launch. 

Use EliseAI Credentials Pages to set up your Yardi integration. To access a credentials page: 

1. Open the EliseAI Portal.
2. Click Onboarding in the left sidebar. Then, click Launch Status in the dropdown menu.
3. On the Launch Status page, find the row for the Building and Product you would like to integrate. 

4. Click the red + Setup button in the row's Integration column.

   

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.

Need Help?

Please submit a ticket if you have any questions about this process. Use the CC field to copy:

1. onboarding.integrations@meetelise.com  
2. Your Customer Success Manager 

Reach out to your Yardi Representative

You may need to contact your Yardi Representative during the setup process.

• Account Number or Property Information: This helps the representative locate your account quickly.
• Specific Issue or Request: Be clear about the issue you're experiencing or the feature you need assistance with. If it's a technical problem, note any error messages or the steps leading up to the problem.
• Business Hours and Time Zone: If you're in a different time zone from your representative, mention your working hours to ensure you're contacted at a convenient time.

Step 1: Set Up Credentials

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 skip to Step 3. 

MeetElise is an Interface User. This allows EliseAI to access data from Voyager without needing direct login capabilities, which helps keep your data secure. Plus, this integration won't impact your license count.

Create a New User Security Group

1. Open Yardi Voyager
2. Create a User Group under the ILS/Guest Card Interface type.
   • On the left-hand side menu, navigate to Roles > Administration > Add Group (Under Users)
3. Enter the following credentials:
   • Code: meetelis
   • Description: Meet Elise
4. On the left-hand side menu, navigate to Security > Set Permissions
5. Search for the Group used for vendors or a newly created group called "meetelise" and select Find.
6. Set Description to Interfaces: Web Service
7. Once the list of Permissions is visible, select Find. Then, select Edit. 
8. Set the following Permissions to Read/Write:
   • Interfaces: Web Service: Billing & Payment 
   • Interfaces: Web Service: Collections
   • Interfaces: Web Service: Common Data
   • Interfaces: Web Service: ILS/Guest card
   • Interfaces: Web Service: Resident Data 
   • Interfaces: Web Service: Resident Data Lease Renewal 
   • Interfaces: Web Service: Service Requests 
   • Interfaces: Web Service: Service Requests Get Attachments 
9. Save changes to complete security group configuration.

Create a New Web User

1. On the left-hand side menu, navigate to Roles > Administration > Add Users (Under Users).
2. Enter the following credentials:
   • Code: meetelis
   • Last Name: Elise
   • First Name: Meet
3. Under the Security tab:
   • Set Group to "MeetElise" (Created Group).
   • Leave Property blank (access will be restricted through the individual interfaces).
4. Under the Privileges tab: 
   • Enable Interface User.
   • Enter the User's credentials:
     • Username: MeetElise
     • Password: (At Your Discretion, please be sure to save this information)
5. Save changes to complete web user configuration.

Additional Step for CRMIQ Clients Only

If your organization uses Yardi CRMIQ, you must create a second web user for proper lead routing.

1. On the left-hand side menu, navigate to Roles > Administration > Add Users (Under Users).
2. Enter the following credentials:
   • Code: House (or any internal code of your choosing)
   • Last Name: House
   • First Name: [LEAVE BLANK]
3. Under the Security tab:
   • Set Group to "MeetElise" (Created Group).
   • Leave Property blank (access will be restricted through the individual interfaces).
4. Under the Privileges tab: 
   • Enable Interface User
   • Enter the User's credentials:
     • Username: MeetElise
     • Password: (At Your Discretion, please be sure to save this information)
5. Save changes to complete web user configuration.

Link Property Access

Link the MeetElise user account to the Specific Property or Property List you are setting up. 

This ensures EliseAI interacts with the properties you want it to. We suggest adding all properties since there are other options to limit property access for buildings that haven't launched yet.

Review Attachment Types (for Maintenance and Renewals Users)

1. Navigate to System > Attachment Types in Voyager's let-hand side menu.
2. Please ensure the following items exist in your setup:
   • Work Order Attachment Type
   • Tenant (with a description referring to Lease Renewals)
     • This will be a required selection option when completing Interface Permission in Step 3.
3. If you do not have these attachment types:
   • 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).
4. Save all changes.

Update Credentials in EliseAI 

Once you have completed the steps above: 

1. Select "Add New Credential" in the EliseAI credentials page. Input the following information:
   • Display Name: Use your organization  name
   • Username
   • Password
   • Database
   • Server Name
   • Voyager URL: Please add an "s" to "http" if it is not already "https".
2. Find Server Information: To find your Yardi instance Server info on a separate browser tab in Voyager, please navigate to Administration > About
3. Click Continue to proceed to Step 3. 

Step 2: Enable Properties & Interface Access

Grant EliseAI Property & Interface Access

To begin, please proceed to the correct dashboard: 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%

2. Add Properties to Interface
   • Ensure you are in the correct dashboard: select Role (side panel) > Basic iData Menu
   • Navigate to Interfaces > Configuration > Bulk Property Configuration
   • Next to "Property" add Property list or Property being onboarded
   • 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. Copy both onboarding.integrations@meetelise.com and your EliseAI Customer Success Manager on any communications. 

Map Yardi Properties to EliseAI Properties

1. Navigate back to Credentials Page > Step 3: 
2. Map Yardi properties to EliseAI properties using the Matching Property column.
3. Click Continue to proceed.

Step 3: Permissions

Please proceed to the correct dashboard: 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 is displayed
• Save Changes to complete ILS Guest Card configuration.

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
  • 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 ALL
  • Prospect Import/Export Attachment Types: "SELECT ALL"
• Save changes

Set Up Common Data Access - Interface Access

This step is necessary for all products. It ensures EliseAI can sync resident data for AI-managed delinquency and renewals.

1. Navigate to Interfaces (side panel) > Configuration > Review Interface Vendors.
2. Under Entity Type, select Common Data and click Submit. 
3. Search for Meet Elise in the pop-up window. 
4. 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
   • Vehicle
   • Email
   • Under Import/Export Attachment Types, Select any Tenant attachment types, such as 
     • Tenant - Lease
     • Tenant - Document
     • Tenant - Image
     • Tenant - Attachment
5. Save all changes.

Set Billing & Payment Interface Permissions

This step is only necessary for clients using DelinquencyAI and Lease Audits.

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)
   • Check Import/Export Attachment Types, Select any Tenant attachment types, such as 
     • Tenant - Lease
   • Save all changes.

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 all changes.

Step 4: Add MeetElise as a Leasing Agent

Add the Meet Elise agent to create seamless communication between EliseAI and Yardi Voyager. 

This setup allows your AI Assistant to perform essential tasks, such as lead management, leasing document requests, and other property-related functions.

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:
   1. Select the paper icon.
   2. Select Employee to find and add the Meet Elise user as a leasing agent.
   3. Enter the start date for the Meet Elise user.
   4. Click Submit
5. Check “User can bypass Leasing Week security” to ensure EliseAI can import guest cards outside of the leasing week date range.
6. Save your settings

Additional Step for CRMIQ Clients

If your organization uses CRMIQ, you must also add the House user as a Leasing Agent.

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

This ensures the CRMIQ environment can correctly assign and manage lead routing via the House agent.

Step 5: Add a Waitlist Unit For Each Property

Yardi requires a placeholder unit in Voyager to export tours when no standard units are available. To set this up for possible use later, you will need to add a unit in Voyager with any name starting with WAIT (e.g., WAITLIST). This flags the unit as a waitlist unit. 

When units are available, nothing changes; tours export to the relevant unit as they do today. The WAIT unit only comes into play as a fallback when your building is fully occupied. You may give the unit any floorplan or configuration you desire as these will not be utilized by our system.

Additional Steps for RentCafe 

See the RentCafe section on the Credentials page for additional RentCafe steps. You can find articles on each step to the left of this article.

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.