Connect Property Inspect with Yardi Voyager to seamlessly sync properties, units, tenants, inspection reports, actions, and attachments. This integration reduces manual data entry, keeps inspection information aligned across both platforms, and ensures teams are always working with up-to-date property data.
Integration Capabilities
Capability | What happens |
Import properties and units from Yardi Voyager, provided they have a valid address (address line 1, city, and postal code). | |
Import tenant contacts and any associated occupants from Yardi Voyager. Contacts are linked to units only. | |
Inspection report PDFs are uploaded to the related unit in Yardi Voyager as attachments when reports are generated. | |
Inspection actions are sent to Yardi Voyager as Service Requests or Work Orders, based on when the user chooses to sync them. | |
Any attachments linked to an action are uploaded to the corresponding Service Request in Yardi Voyager. | |
Configurable Sync Timing | Users can choose whether actions sync when they are created or when the inspection is marked as complete. |
Benefits
This integration is ideal for teams managing inspections in Property Inspect while maintaining operational and compliance records in Yardi Voyager.
Automatic import of properties, units, and tenant contacts from Yardi Voyager
Consistent and accurate inspection data across both systems
One-way syncing of report PDFs and attachments to Yardi Voyager for record-keeping
Flexible control over when inspection actions create Service Requests or Work Orders
Reduced duplication of effort and fewer manual uploads
Getting Connected
1. Go to the Settings tab on your Property Inspect dashboard, then open the Integrations tab.
Scroll through the integrations' list and click on the Connect Yardi Voyager.
2. To connect your Yardi Voyager account, you’ll need to enter the following details:
Username
Password
Database name
Server name
Platform (for example, SQL Server)
3. Once connected, you can configure which data is imported and synced via the integration settings.
4. Once Sync Properties Daily and Sync Units are enabled, the remaining integration settings will appear.
5. Configure all your settings before you press the Sync properties button.
ℹ️ Important
When syncing properties from Yardi Voyager to Property Inspect, the system will handle matches based on property details and address:
Exact Match: If a property from Yardi Voyager exactly matches an existing property in your Property Inspect account (both address and property details), Property Inspect will automatically update the existing property with the latest data from Yardi Voyager.
No Exact Match: If no exact match is found (either the address or property details do not align), Property Inspect will create a new property using the information from Yardi Voyager to ensure all data is captured.
Properties and Units
Property Inspect imports properties and units from Yardi Voyager.
ℹ️ For a property or unit to successfully import, it must have a valid address in Voyager, including:
Address line 1
City
Postal code
1. Once you have configured your settings, click on the Sync Properties button.
2. Property Inspect checks for existing property matches by comparing addresses and key details already in the system.
You’ll then see a summary showing how many properties will be merged automatically and how many will be created as new.
3. Once the import is complete, a pop-up modal will confirm whether the import was successful or highlight any errors, including the reason the sync may not have completed.
4. Properties linked via the Yardi Voyager integration will have a unique Yardi Voyager ID associated with them.
5. To update the Yardi Voyager ID for a property, or to link an existing Property Inspect property to Yardi, click the pencil icon and search for the relevant Yardi Property Code or Unit Code.
Contacts
Property Inspect imports tenants from Yardi Voyager.
ℹ️ Info Points
Any contacts listed with a property will sync through with the property.
If other occupants are linked to a tenant in Voyager, those contacts are imported as well.
1. Ensure you’ve selected the correct Contact Status — only contacts with the chosen status in Yardi Voyager will be imported when they’re linked to a property.
2. Before importing, configure your Contact Import Settings. The selected communication preferences will be automatically applied to contacts created in Property Inspect.
3. Any contacts associated with a property will be synced automatically and listed against that property in Property Inspect.
4. To manually import contacts for a property, click the pencil icon next to the Contacts list, then select Import from Yardi Voyager.
Report PDFs
You can choose to sync inspection report PDFs to Yardi Voyager.
ℹ️ When enabled, the report PDF is uploaded to Yardi Voyager as a unit attachment each time it is generated.
Report PDFs are synced to the associated unit, not the property
Inspections must be created on the unit for PDFs to upload correctly
This setting can be enabled or disabled in the integration settings
Actions (Service Requests / Work Orders)
In Yardi Voyager, actions are represented as Service Requests or Work Orders (these terms are used interchangeably).
You can choose when actions are synced:
When the action is first created, or
When an inspection containing actions is marked as complete
ℹ️ Any attachments linked to an action will also be uploaded to Yardi Voyager.
Attachments
Image attachments are synced to the related Service Request in Yardi Voyager.
ℹ️ Important notes:
Once an attachment is uploaded to Voyager, it is not removed automatically
If an attachment needs to be deleted, this must be done manually within Yardi Voyager
FAQs
Why aren't my properties syncing?
Why aren't my properties syncing?
If properties or units are not importing as expected, check the following:
The property or unit has a complete address in Yardi Voyager
The correct unit status has been selected in the integration settings
This relates to the Unit Status field in Yardi Voyager
Why aren't my property contacts syncing?
Why aren't my property contacts syncing?
If contacts are missing, confirm the following:
The inspection is linked to a unit
Contacts are associated with units only, not top-level properties
The correct contact status has been selected in the integration settings
Why are my PDFs duplicating in Yardi?
Why are my PDFs duplicating in Yardi?
If a report PDF is regenerated, it will be uploaded again even if the contents have not changed.