ILS Guest Card Interface Configuration (Yardi 6)

Step 1:

In Yardi Navigate to Interfaces->Configuration->Review Interface Vendors; when the selected interface configuration form will appear on the screen, select Property Vista-ILS from the Interface Configuration list on the left pane; check the encircled boxes and click “Save”

Step 2: 

Navigate to Interfaces->Configuration->Bulk Property Interface Configuration for a property; when the selected interface configuration form will appear on the screen, select Property Vista-ILS interface Type, highlight Property Vista-ILS and click “Save”

Step 3:

In Yardi navigate to Setup->Property->Review Property: (THIS STEP IS NEEDED FOR EVERY PROPERTY)

 

Step 4: Add Agent Name:

(THIS STEP IS NEEDED FOR EVERY PROPERTY)

 

For the corresponding property, open Agents screen, add “Property Vista-ILS” string into the Agent Name field and save the record:

 

Step 5: Add SOURCE

(THIS STEP IS NEEDED FOR EVERY PROPERTY)

Open Sources screen, add “ILS” string into the Source Name field and save the record:

 

 Step 6: Setting up the Deposits and Mapping:

a) Setup a Deposit if required on unit level

b) Under Interaces Configuration -> Review Interface Vendors:

 

Add the deposit codes that are supposed to be used as follows:

c) The charge code must be added in CRM, under Administration->Financial->AR Codes:

 

 Step 6 (If applicable): Add Rentable Items

Action 1: Create a Rentable Item Type for a building:

Action 2: Create Rentable Item for the Building

Confirmation Step: It will show in Property Vista Building Product Catalog when UPDATE FROM YARDI is pressed. Ensure that the AR codes are mapped in Property Vista for the system to work. If the below isnt working it is likely due to the fact that the charge codes were not mapped for the new rentable items that were created.

 

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