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.
Properties and Units
Property Inspect imports properties and units from Yardi Voyager.
For a property or unit to successfully import, it must have a valid address in Voyager, including:
Address line 1
City
Postal code
Contacts
Property Inspect imports tenants from Yardi Voyager.
If other occupants are linked to a tenant in Voyager, those contacts are imported as well.
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.