Overview
Prepare and launch your Yardi Voyager integration with INGENIOUS.BUILD using this step-by-step guide. This article walks you through scheduling setup, preparing your Yardi environment, completing the integration, and successfully syncing financial data.
Prerequisites
Company Settings access in INGENIOUS
Access to Yardi Voyager with administrative or security permissions
If you do not have the required permissions, contact your Yardi administrator or Yardi Technical Support.
Process
Step 1: Configure the Yardi Interface User
Create a dedicated interface user for INGENIOUS.BUILD.
Menu Path
System Administration → Security → Add User
Instructions
Create a new user.
Assign the user to a security group configured for the appropriate Interface Type.
Ensure the group has Read or Read/Write access to web services (for example: Interfaces: Web Service – Common Data).
Enter the applicable property code(s) in the Property field.
Open the Privileges tab and select “Interface User.”
Click Save.
This user will be used for secure data exchange between Yardi and INGENIOUS.
Step 2: Review Interface Vendors
Verify that the required Ingenious interface vendors are available.
Required Vendors
Ingenious-VI (Vendor Invoicing)
Ingenious JC (Job Cost)
Menu Path
Interfaces → Review Interface Vendors
Select either Vendor Invoicing or Job Cost and confirm the vendors appear.
If either vendor is missing, contact Yardi Technical Support to have the vendor package installed.
Step 3: Assign Interface Vendors to Properties
Once vendors are available, assign them to the appropriate properties.
1. Navigate to the Property Record
Select Property from the left menu
Click Submit to view all properties, or search by Property Code
2. Open Interface Configuration
Select Functions
Choose Interface Configuration
3. Enable Vendor Invoicing
Select Vendor Invoicing
Wait for the screen to load
Find IngeniousIO-VI
Click Select
Click Save
4. Enable Job Cost
Select Job Cost
Find IngeniousIO JC
Click Select
Click Save
Click Close
Repeat this process for each property that will use the integration.
Step 4: Gather Required Connection Details
Before your setup session, collect the following information:
Required Fields
Interface Username and Password
Invoice Export Type (Invoice Payable or Invoice Register)
Server Name
Database Name
Platform Type
Yardi URL
Where to Find System Details
Navigate to Help → About Voyager in Yardi.
Confirm your Invoice Export Type with your accounting or finance team.
Step 5: Start the Integration in INGENIOUS
During or after your setup session, activate the integration in your workspace.
Instructions
Log in to INGENIOUS.BUILD.
Navigate to Company Settings → Integrations Hub.
Select Yardi Voyager.
Click Start Integration.
Enter your collected credentials and system information.
Adjust optional settings if needed.
Click Save Configuration.
Success Message
If successful, you will see:
“Configuration Saved Successfully! Your Yardi Voyager integration is now active.”
Step 6: Link Accounting Records
After activation, link your accounting data to INGENIOUS.
Link Accounting Vendors
Navigate to Contacts → Accounting Companies → Add Accounting Companies.
Select Add Accounting Company.
Choose the matching Yardi vendor.
Click Save.
Link Jobs, GL Accounts, and Business Units
Open the desired project.
Navigate to Project Settings → Integrations.
Complete the available tabs:
External Job
External Expense Type
External Accounting Entity / GL Account
External Business Unit
Link Cost Codes
Tip! You can link Cost Codes from Lists & Templates → Project Cost Codes → Follow steps 2-4
Open a project budget or ACR.
Select the cost code.
Click Edit.
Choose the Connected Accounting Cost Code.
Click Save.
Step 7: Sync Financial Data to Yardi
Once items are approved, you can export them to Yardi.
Supported Exports
Invoices
Budgets
Contracts
Contract Changes
Instructions
Open the approved financial item.
Click Sync to Accounting.
Wait for confirmation.
Confirmation Message
“Successfully Synced”
If you do not use Job Cost, only invoices will be available for syncing.
Step 8: Implementation and Follow-Up Training
After setup, you’ll receive an implementation session to review integration workflows.
This session may include:
Linking vendors
Linking cost codes and GL accounts
Managing business units
Exporting financial records
Your training will be customized based on how your organization uses Yardi.
A follow-up session may be scheduled to review ongoing workflows and best practices.
Summary
The Yardi Voyager integration enables seamless financial data exchange between INGENIOUS.BUILD and your accounting system. By completing the setup steps and linking your records correctly, you can confidently sync invoices, budgets, contracts, and changes.
Following this guide ensures your workspace is configured for long-term success and efficient financial management.