What is needed to get started on the Roobrik > Yardi configuration?
To successfully configure the Yardi integration, the following information is required:
- Yardi Property Codes
- InitialContactType preference
- SourceName (we recommend "Roobrik Survey" and/or "Roobrik Chat" accordingly)
- API endpoint URL
- TEST and LIVE database credentials, including
- User ID
- Password
- Database name
- SQL server name
- Available values for Relationship field
If you are in the process of onboarding new communities with Roobrik, be sure to provide us with the Yardi Property Codes!