This document should be able to answer the following questions:

• Which data fields/tables we pull and when

• Which data fields we push and when

• Triggers in LeadManaging (LM) that initiate data transfer to Property Vista (PV)

• Triggers in Property Vista (PV) that initiate data transfer to LeadManaging (LM)

• Triggers in PV that initiate the data push to Yardi

Export

• LM pushes guest cards to PV

• Frequency and timing:

  • Within 5 minutes after manually pushing a guest card

• PV pushes Approved Lease Application details to Yardi in Real time

Workflow: Export/Push Guest Card From LM to PV:

Workflow pdf:

 

LM-PV-Yardi Mainstreet - Phase 1(1).pdf

06 Dec 2022, 03:04 PM

In order to successfully push a guest card into PV, the following fields within LM should always be filled out:

1. First name (Mandatory)

2. Last name (Optional)

3. Phone Number or Email Address

4. Bedroom Type

5. Move-In Date

Once the fields are correctly filled out, you will then be able to push the guest card to PV by processing an event under the Event History section of your guest card:

Important to Note: Appointment events cannot be used to push a guest card to PV.

Within the “Quick Event Update” window, please ensure to select “Application” in the “Contact Stage” field and “Applied” in the “Result” field because that is the only stage and result that will allow you to successfully push to PV. Once all the other fields reflect the appropriate information, please click save:

Upon clicking save you will be sent to the final step of the push which is to confirm which building/property (and sub property, if you have this building configuration set up within your account) you would like to see within PV.

 

Upon clicking confirm, the system will confirm that your guest card has been successfully sent to PV.

 

In PV, your guest card will appear as a Lead in the Marketing & Rentals > Leads > Leads table.

 

Clicking on the Lead’s name will show the information about the lead as well as the comments from LM.

Import

• Existing feature: LM pulls Yardi information

• Limitation: LM does not pull Guest Card information from Property Vista as of this time. The information reflected comes from Yardi.

• Prerequisite: LM does not pull Guest Cards from Yardi if they do not have at least 1 form of contact information (email or phone number).

• Frequency and Timing:

  • Every 30 mins - Customer Details (New Leads and updating status of leads)

  • 12 pm and 12 am Eastern - Property Information (units, bedroom types, building, etc.), Ad Sources, and Agent Information

    • Note: If a lead comes in and the building has not been synced from Yardi, the lead will not be processed until we pull the building information from Yardi (at 12 pm or 12 am).

PV to Yardi Export:

Once a Lead is imported into PV CRM, to proceed further the Agent information will need to be filled out as this does not get imported from LM. After this step, the user can convert this Lead into a Lease Application

After the Lead is converted into an Application it will be displayed in the Lease Applications lister. From here, the User can take one of the following steps to proceed;

• Click on Actions – Online Application – Start

• Click on Actions – Submit Application by filling in the reason – Complete – Approve Application

Once this Application is approved it will be moved into the Lease Lister in PV and will be updated real time in Yardi. Important Note: Yardi to PV sync does not happen real time and any updates will move into PV only after the nightly sync.

LeadManaging and Yardi Integration