Building Ownership Change/Sold while maintaining same Yardi Building Code

From time to time it can happen that a Property changes ownership but the same Yardi Code is being kept. For this we have created the following guide to assist you. It is important that this order is being followed to avoid any issues. Please advise Property Vista Support two weeks prior for assistance:

 
Step 1: Request New Merchant ID's (See here) 
Step 2: Suspend Old Building by removing the building from Property Vista's Property List in Yardi
 
*NOTE TO STEP 2: THIS STEP IS VERY IMPORTANT FOR THE FLOW*
 
Step 3: Rename New Building to Old code in Yardi
 
Step 4: Property Vista to rename Old Building to !"Oldbuilding" name in Property Vista *NOTE* This step has to happen before Next Steps take place
 
Step 5: Import New Building
Step 6: Export Old Building Information  (see here
 
*NOTE TO STEP 6: DO NOT do this in advance. Export the buildings once they are renamed to xCode in Property Vista*
*SPECIAL NOTE* WE MATCH THE IMPORT/EXPORT BY NAMES IN YARDI-- DO NOT MAKE ANY NAME CHANGES IN YARDI UNTIL AFTER SUCCESSFUL IMPORT/EXPORT OCCURS*
 
Step 7: Import Information using the IMPORT FUNCTION (see here
Step 8: Review information, including spot check some Pre-Authorized payment bank accounts
Step 9: Add New MID to the property (See here
Step 10: Send tenant invitation to tenants in this building
 
A few items to note:
 
Communication:
 
-For Canadian customers: An Email is sent to Tenants automatically 2 days after building has been suspended for those Tenants that have ever used DIRECT BANKING
 
-Email is sent to tenants automatically upon IMPORT for those that Tenants that use direct banking
 
- Auto Pay Setup Confirmation email is sent to all tenants in new building that are registered and have Pre-Authorized Payments setup informing them that the PAP is setup for them. 
 
Registere in Portal:
 
In this scenario we are assuming the Registered in Portal rights and those permission will be preserved. Tenants are not require to take any further actions. 
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