Can Yardi export to Excel?

Export Payments To export payments, go to Reports and run the ‘Cashbook by Payment Type’ report. You can export this to excel and import it into your Accounting Software.

Can you import data into Excel?

You can import data from a text file into an existing worksheet. On the Data tab, in the Get & Transform Data group, click From Text/CSV. Alternatively, select Load to if you want to load the data to a table, PivotTable/PivotChart, an existing/new Excel worksheet, or simply create a connection.

How do I upload a budget to Yardi?

Go to Admin > Import Data. Select Budget and follow the directions on the screen.

What is Yardi ETL?

Yardi Adds Commercial Data Interface to Voyager Standard Interface Partnership Program. In addition to SIPP, Yardi supplements the open Voyager platform with its ETL tool, which provides table and field level access, to make nearly every major data element available for import or export.

How does Yardi budgeting and forecasting platform work?

Designed to work seamlessly with the Yardi Voyager property management platform, Yardi Budgeting and Forecasting makes it easy to project financial scenarios using actual general ledger accounts and budgets. Forecasts can be based on market condition assumptions and configured with data variables from Voyager.

What do you need to know about the Yardi interface?

At other times, you need access to a complementary solution, with a data connection that makes it all work. We are proud of our Standard Interface Partnership Program, giving you the option of a seamless exchange of important information between Yardi Voyager and over 200 collaborators.

What do you need to know about Yardi Voyager?

Yardi Voyager is an end-to-end platform combining financial and property management information in a single, centralized database — with mobile access to execute leasing, provide resident services, view dashboards, and complete tasks from smartphones and tablets.