Yardi Connector for Project Financials
With the Yardi integration for Project Financials you can:
Jobs, Budgets, Vendors, and Direct Costs will push from Yardi to Procore
Commitments (Contracts, Contract Change Orders, Purchase Orders) will push from Procore to Yardi
Access to a UI that provides sync tools and reports of data moving between the two systems
Integration Summary
Yardi Connector for Project Financials synchronizes construction management data between Procore and Yardi. Reduce double-entry by providing automated and one-click sync for new vendors, projects, commitments, and direct costs. Create vendors, jobs, budgets, and direct costs in Yardi, then sync accurate data into Procore. Utilize Procore’s construction financial tools and efficiently export commitments and change orders to Yardi for accounting purposes.
How it works
The integration provides automated and manual tools that enable accurate Job Cost synchronizations between the two systems. Using Procore’s Construction Financial tools and Yardi’s Construction Management module in a client-approved workflow, expedite the synchronization of Job Cost data, removing unnecessary double-entry and data entry errors.
Integration Requirements
- Yardi Job Cost Module
- Yardi Test Account and Yardi Live Account
- Yardi Plugins: Interfaces Plug-in v16, Interfaces Vendor Invoicing Plug-in v13, Interfaces Job Cost Plug-in v1.2, Job Cost Plug-in v7.4
- Planned implementation period with Gelbgroup Consulting
- Procore Service Account
Required Procore Tools
- Budget
- Change Orders
- Commitments
Helpful Links
Procore Support Article
About Gelbgroup Consulting
Gelbgroup Consulting is a niche consulting firm specializing in Yardi Systems, Inc. suite of products. We offer Yardi clients specialized and customized services such as implementation, training, process review, report writing, custom integration with other applications, etc.