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Adding Yardi Access

  • Updated

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

 

Set Permissions for ILS/Guest Card Interface

This allows your AI to sync your guest card data properly. Plugin version 7 is required.

  • 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
    • 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

Please ensure the steps below are completed prior to adding the properties:

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

If you are not able to find the EliseAI Maintenance interface, please go to Client Central, and submit a support ticket to your Yardi Account Manager or team to request the vendor package for "EliseAI Maintenance" interface to be loaded to your database.

 

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