Getting Started: Integrating Your Yardi Account With Roobrik

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!