Yardi Credentials Set Up

To establish communication between Property Vista and Yardi, you must configure your Yardi connection credentials in Property Vista.

These credentials must be obtained directly from your Yardi provider. Property Vista does not generate or supply your Yardi credentials.

Step 1: Enter Your Yardi Credentials

1. Navigate to ADMINISTRATION → SETTINGS → YARDI CONNECTIONS.
2. Locate the applicable Yardi connection.
3. Click EDIT.
4. Enter the Yardi credentials provided by your Yardi provider.

Step 2: Test the Connection

After entering your credentials:

1. Save your changes, if prompted.
2. Select TEST CONNECTION.
3. Review the connection test result to confirm whether Property Vista can successfully connect to Yardi.

If the connection test fails, verify that the credentials are correct and contact your Yardi provider if you need assistance obtaining or validating them.