If your company uses Yardi or MRI, you can link your VendorPM vendors to their records there. Once a vendor is linked, VendorPM keeps it up to date by syncing its compliance status and details.
Property managers and Enterprise leaders can use this. It is available if your company has it turned on. Contact VendorPM to turn it on.
Connect your company's account
Click your name, then click Settings.
Click Integrations.
Open Yardi vendor sync.
Under Account information, enter your Yardi username, Yardi password and Yardi URL.
Under Database details, enter the Database name and Server name.
Click Connect to Yardi. You will see You are now connected to Yardi.
For MRI, open MRI vendor sync instead, fill in the same fields plus MRI company, and click Connect to MRI.
If your Yardi or MRI account is shared with other companies, you will see which companies share it. To change a shared account, contact VendorPM.
Link a vendor when you add it
In the left navigation, under Manage, click Vendors.
Click Add vendor and find or add the vendor as usual.
In Link to Yardi using Vendor ID, enter the vendor's Yardi Vendor ID.
Finish adding the vendor.
If your company uses MRI, the field is Link to MRI using Vendor ID.
Each Vendor ID can be linked to only one vendor. If the ID is already in use or isn't valid, you will see a message under the field.
Link a vendor from its profile
In the left navigation, under Manage, click Vendors, then open the vendor's profile.
Click the Yardi data tab. If the vendor isn't linked yet, you will see This vendor is not linked to Yardi.
In Yardi vendor ID, enter the vendor's ID. You can find it on the vendor's record in Yardi.
Click Connect.
For MRI, use the MRI data tab and enter the vendor's MRI ID.
Once linked, the Yardi data tab shows the vendor's name, address and contact details from Yardi, its Yardi ID and its sync status. The MRI data tab shows the same for MRI.
Unlink a vendor
On the vendor's profile, click the Yardi data tab.
Click Disconnect.
Click Remove integration.
The vendor's data will no longer be transferred between VendorPM and Yardi. For MRI, do the same from the MRI data tab.
Check sync status on the Vendors page
The Integrations column on the Vendors page shows a badge for each linked vendor. Hover over the badge to see the vendor's ID and its last or next sync.
Sync successful - the vendor's compliance status and details were synced. Nothing to do.
Sync pending - the vendor will be synced at the date and time shown. Nothing to do.
Sync failed - the last sync didn't go through. If the message says the vendor is inactive, check the vendor is active in Yardi. Otherwise, check the vendor's Vendor ID and your company's connection under Settings > Integrations. If it keeps failing, contact VendorPM.
Not connected - the vendor isn't linked. Link it from its profile.
To see only vendors with a certain status, open the filters on the Vendors page and use Yardi integration status. If your company uses MRI, the filter is MRI integration status.
Good to know
The Integrations column only shows on wider screens. If you don't see it, make your browser window wider.
To find a vendor's Yardi Vendor ID inside Yardi, see Locating a Yardi Vendor ID.
To disconnect your company's account, open the integration under Settings > Integrations and click Remove integration. This isn't available for a shared account.