Table of Contents
On these pages, we will walk through a number of key things to know as you prepare for and complete your implementation of the Yardi Voyager® integration.
If you have questions, be sure to direct them to your Integration Implementation Specialist or your Procore point of contact.
The navigation menu to the left will walk you through each of the key things to know and will highlight action items required of you.
Providing Procore access to your Yardi Voyager® database is the first key step and must be completed before Procore can begin to setup your integration.
During this process, you must:
Once complete, you must provide the following to your Integration Implementation Services contact:
To complete these steps, we recommend you use the official documentation for Yardi Voyager®, as these steps could change at any time. To find that documentation, log into Yardi Voyager® and search for the following documents:
These documents contain detailed explanations of the interface user setup, vendor configuration and property configuration steps required. Some tips for completing the steps are included below, but the most detailed documentation will be found in the official documentation for Yardi Voyager®.
Completing these steps provide a number of useful configuration options. Required and optional configurations are described below.
Procore has two required Interface Vendors. Which Vendor you will have in your Yardi Voyager® database depends on how up-to-date your Yardi Voyager® plugins are:
When configuring your Interface Vendors, you must enter:
When configuring your Job Cost Interface Vendor, the following options are recommended:
Procore's Interface User will never log in through the front-end. Thus, it is important that this user be attached to a User Group which has the following Read/Write Permissions:
For this step, you can either update individual Properties or Property Lists containing the Properties to which access must be granted.
After purchasing the Procore + Yardi Voyager® integration, this phase includes:
After scheduling your company's Kick-Off call, this phase includes:
When your integration is activated, you're organisation will gain access to a new tool in Procore: the ERP Integrations Tool. In this tool, you will manage the flow of information between Procore and Yardi Voyager®.
Using this tool to manage integrated data will be the most significant difference between Procore with and without the Yardi Voyager® Connector. You will have to provide your Integration Implementation Specialist with a list of the users who will have access to this tool, called accounting approvers, and the specific integration features that each user should manage (e.g., one accounting approver may be allowed to send commitments and progress claims to ERP, and another may be allowed to only send commitments).
In addition to the accounting approvers, you may also choose to give users at your organisation access to the ERP Integrations tool in a view-only capacity.
Finally, you may want to consider who among your project team users should have the ability to request an import of cost codes and direct costs from Yardi Voyager® and/or should have the ability to send project data (like budgets or commitments) to the ERP Integrations tool for review by an accounting approver.
Cost Codes are always imported from Yardi Voyager® to Procore, and the only Cost Codes available on a job in Procore will originate from the Cost Categories in Yardi Voyager®. Procore supports between 2 and 5 tiers of codes.
During your implementation, you will need to provide your Implementation Integration Specialist with the preferred format of the Cost Codes to be used in Procore (example XX-XX-XXXX for a three tiered code or XX-XXXXXX for a two tiered code). The codes are built dynamically on each project based on the format and the digits of the Category Code on the Original Budget in Yardi Voyager®. The divisions you have setup in Yardi Voyager® do not need to match the format you use in Procore.
To complete the integration, you will need to provide:
To make the process of creating your Procore Standard Cost Code list as easy as possible, we recommend you provide the following information to your Integration Implementation Specialist (IIS):
Like Cost Codes, Cost Types in Procore are required and must be imported from Yardi Voyager® on your projects. Cost Types in Procore will link to Cost Codes in Yardi Voyager®.
If you are not using Cost Codes in Yardi Voyager®, Procore can create a generic Cost Type which will apply whenever no Cost Code is assigned in Yardi Voyager®. However, you will not be able to use Cost Types within Procore in this case; you will only have the generic Cost Type available to you. Also, even if you are using Cost Codes in Yardi Voyager®, Procore will create the generic Cost Type, because Cost Codes are never required in Yardi Voyager® even on jobs where they are used.The generic Cost Type will always be abbreviated in Procore as "ERP", but you can use whatever name you like.
Only Procore employees are able to create ERP-enabled Standard Cost Types, so you will have to provide the information to your Integration Implementation Specialist. You can find more information about how to specify your Cost Types to your ERP implementation contact in Request to Add Standard Cost Types integrated with Yardi Voyager®.
After your Procore integration with Yardi Voyager® is enabled, your team will need to complete the link between your Procore Companies and Yardi Voyager® Vendors. Immediately after your go-live, you will want to complete these steps for at least the Yardi Voyager® Vendors associated with your first integrated Procore Projects. However, we recommend you make time to complete these tasks for your full list of vendors, even if you give yourself some weeks to do so.
There are three associated tasks; see the related Tutorials for more information: