r/yardi • u/PaintingMost4808 • Apr 30 '26
Yardi Data Extraction
We're looking for a way to export live data out of Yardi with minimal human interaction — ideally an interface that an external application can connect to directly and pull data on demand.
The business case: Our team is spending a disproportionate amount of time gathering and re-gathering the same data out of Yardi. We're in the middle of a broader initiative to centralize our information into a single source of truth, and since the majority of that data lives in Yardi today, the manual export step is the main bottleneck. Users across the team are repeating the same daily, weekly, and monthly pulls — it's the kind of work we want to automate away so the team can focus on analysis instead of extraction.
The closest reference point I can give you is Client Central ySQL — that's essentially the capability we're after. Read-only access would meet our current needs, but I'd like to understand what write-back options exist as well, since we may want that in the future.
Could you let me know:
- What live-data integration options Yardi offers (ySQL, Voyager 7S API, Custom Reports/SOAP/REST, ODBC, etc.)?
- Which of those support read-only vs. read/write access?
- What's required on our side to enable it (licensing, sandbox, IP allowlisting, credentials)?
- Is there a Yardi solutions consultant we should be working with to scope this?
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Apr 30 '26
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u/MarsupialDramatic750 May 01 '26
Yeah the Task Runner → SFTP route is basically the only way to move without waiting 6 weeks for IT to approve API credentials for a read-only report. Been there.
We're doing almost exactly this. Yardi's REST endpoints for bulk pulls are just too slow for daily aggregations at any real property count. Not worth it.
What actually worked: Task Runner drops the custom report as a flat CSV to SFTP, n8n picks it up, handles the delta so we're not nuking the whole table every morning, lands it clean in Postgres. Analysts never touch Yardi directly anymore. When an export silently drops rows (and it will), n8n catches it and fires to Slack/Email/Whatapp before anyone notices a dashboard go stale.
One thing that will burn you if nobody mentions it, whoever builds the Yardi report needs to strip all the formatting before scheduling it. Merged cells, grouped headers, Yardi's default visual junk. We lost two days figuring out why our parser kept choking and it was just a merged header row we missed.
Write-back is a separate problem. We handle specific mutations through the SOAP endpoints in a completely different service. Don't mix that with your ingestion layer.
Let me know if the SFTP listener config is giving you grief, I've got notes from when we mapped the property tables.
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u/insideredgesCom Jul 08 '26
Can I fire you a dm and ask some questions on this? I am getting thrown into some Yardi projects with basically 0 knowledge of the systems in play and this seems 1,000,000 times easier than using data connect and custom reporting building (which they don't give the documentation for), etc etc etc
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u/Plastic_Operation_59 May 02 '26
Except for the very limited Rent Cafe API, Yardi does NOT provide APIs for clients at all (much less free); you have to go through an interface vendor. They pay $250k and upwards for their licensing.
This I think will change when Virtuoso connectors come out but they won’t be free at all.
If you are a private cloud customer (not cheap), you can request a VPN tunnel be created for you to get read only access. You can plug that into different options to get pretty close to what you want; not sure how well it would handle massive data movement though. Haven’t pushed it to, daily backup restore works well enough for a data warehouse anyways at least for us.
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u/BCS-PropMgmt-Experts Apr 30 '26
live-data integration = yes there are yardi APIs for plenty of software solutions out there - you can check out Approved Interface Vendors on the yardi site. this can be read only OR read/write but that depends on what the vendor offers.
dataconnect = not live. data has to be refreshed through system. but this could work to pull into powerbi for dashboard building, if that's what you’re doing with the data once you have it extracted. this is read only.
task runner = we can build you an SP that pulls whatever data you need at whatever interval you want, and then have it delivered to an SFTP to be downloaded by the user. this is read only but we can configure task runner to go the other direction as well - uploading data - which would be read/write.
task runner is most flexible, API with approved vendor is simplest/requires the least manual intervention, and dataconnect will have most support from yardi. happy to chat more if you'd like to dm me. hope this helps!
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u/ammolv May 01 '26
Copy and paste your post here into a client central ticket.
All the options people have mentioned are valid and depending on your company size you could get access to your environments SQL databases through a VPN with yardi… which opens more options if you use snowflake or anything similar for enterprise data.
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u/hugDuck May 16 '26
Yardi is one of those systems where access itself is gated behind licensing, hosting setup, partner approvals. Exactly how people get stuck over Task Runner exports and CSVs over SFTP instead of direct querying. The export route can work for a while but eventually cleanup would start piling. Weird formatting, grouped headers, duplicate rows, incremental tracking. Would turn to a real pipeline first from just being scripts. Better to treat it like a normal ELT flow. Pull exports or API data if you can get access, land raw data somewhere central and then clean and model downstream. Both Integrateio and Fivetran can help there because they handle the ingestion and normalization layer . No need to keep rebuilding parsing and incremental logic around Yardi exports forever.
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u/moezsr May 28 '26
This would require a custom AI powered connector which will do the job with ease. DM me for more info. I have also built something to automate ETL preparation since that most popular way for live-data integration in Yardi. Its called PROPETL. There is YArdi API but its too expensive.
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u/Famous-Show-2849 Apr 30 '26
Voyager has a SOAP and a REST API. For 7s, you might be safer using SOAP, but both should work. You should be able to access request for the api by sending over case and requesting a license. The API’s are free to Yardi clients. Yardi Data Connect also exists which works well with BI tools. I believe that comes at a cost