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We delivered enterprise software development to build a custom Yardi integration for an institutional operator, eliminating $1.8M in annual losses. Our solution replaces error-prone manual workflows by seamlessly unifying CRM, ERP, and investor reporting intoa single data platform with zero operational downtime.
The client is an institutional real estate operator managing 250+ properties across multiple U.S. states valued at more than $2 billion. The company’s main software was Yardi Voyager, complemented by a custom CRM, NetSuite, and Power BI. Their enterprise real estate software tools operated independently, and information sharing was handled manually in Excel.The client needed real estate software development experts who understood how enterprise real estate software like Yardi works from the inside.
The company needed to integrate the Yardi Voyager API into its technology stack without disrupting the operations that depended on it daily. This involved a three-layer challenge.Operational PainLease data from Yardi Voyager was manually entered into the CRM system daily, causing severe operational delays. Financial transaction information had to be exported into Excel spreadsheets before being double-entered into NetSuite. Generating three separate sets of investor reports consumed up to five business days, while weekly data reconciliation alone drained more than 40 hours of productive team time.
Business RiskData errors, possible audits, and increased work from manual entry processes. Inaccurate lease information impacted sales for lease renewals. Acquisitions created a large workload for over $1.8 million in annual losses.Technical BottleneckThe closed architecture of Yardi Voyager posed challenges for integration. The iPaaS platform cannot manage bi-directional sync at the enterprise level; a previous effort failed due to a Yardi update that caused 3 weeks of data loss.
Instead of developing direct connections between two systems, Jelvix designed a Yardi integration layer. All systems interact via a single middleware that handles data mapping, conversion, queuing, and error handling.Component 1: Yardi Data ConnectorThis previous integration script failed following the Yardi upgrade. The replacement is based on the Yardi data hierarchy internally and includes all aspects of handling rate limiting, batching, and locking. It is also incremental in its approach to synchronization.Component 2: CRM IntegrationAll tenants’ data, their leases, and payments are now automatically imported into Salesforce via the Yardi Voyager API. The renewal process begins 90, 60, and 30 days prior to the expiry of their lease terms, generating tasks for account managers.Component 3: ERP SyncAutomated syncs have removed the need for exporting data out of Yardi and double-entering it into NetSuite. Reconciliation now takes place automatically before any report is generated.Component 4: Investor Reporting DashboardTasks that took 3-5 days are now completed in 2-4 hours from a real-time dashboard for NOI, occupancy, rent roll, and lease expiration, all for the entire portfolio with drill-down capability at property/tenant levels.Component 5: Monitoring and ReliabilityWhen 40+ hours a week go to manual reconciliation, data issues get discovered late. Now, every sync operation is logged, and alerts fire on failures before they reach operations.
Integrated Modules
Connected Systems
Unified Middleware
The solution is organized across five functional domains, each mapped to a specific layer of the Yardi API integration stack.Integration Domain: Centralized layer that controls all the data flows within the application stack. It contains a Yardi API integration, bidirectional synchronization, message queuing, and error handling.CRM Domain: Salesforce real estate CRM integration, providing real-time tenant data, leases, notifications for renewals, and logs of activities from Yardi to the sales team.ERP Domain: ERP integration with NetSuite, AP/AR, journal entries, and continuous reconciliation between the two applications.Reporting Domain: Real-time investor portal based on integrated data from Yardi and NetSuite, with metrics for NOI, occupancy rate, rent roll, and detailed analysis down to individual properties and tenants.Reliability Domain: Complete audit trails, alert notifications, integration with version control, and round-the-clock monitoring.The integration layer was developed using the client’s current Yardi Voyager license. Access to the API was provided by the customer, while the solution’s architecture, development, and specific knowledge of Yardi were provided by Jelvix. No additional certification and vendor formalities were needed from both sides.
The project entailed enterprise integration engineering, Yardi platform-specific skills, and real estate system integration experts:Project Manager: Coordination of enterprise integration delivery;Solution Architect: Integration layer architecture and system orchestration;Yardi Integration Specialist: Yardi Voyager data model expertise and API constraints;Backend Engineers: Middleware and synchronization development;Data Engineer: Reconciliation logic and data pipelines creation;Frontend Engineer: Development of the investor dashboard;DevOps Engineer: AWS cloud environment setup and CI/CD;QA Engineer: Testing of integrations and data validation.
Jelvix delivered the project through a phased integration approach.1. Discovery and AuditThe audit focused on the movement of data between Yardi, Salesforce, NetSuite, and the reporting platform. IT consulting also involved understanding the customized Yardi implementation, which entailed a comprehensive analysis of API restrictions, record locks, and dependencies within the systems.2. Architecture DesignOur data architects made a centralized integration layer where Yardi is the single source of truth, and everything downstream synchronizes with it via a single middleware. This infrastructure has provided us with a balance between near real-time lease updates and safe financial synchronization for accounting purposes.3. Core DevelopmentThe development process began with the creation of the middleware level, along with the Yardi connector. Incremental synchronization lowered the pressure on the API. The problems included the inability to get full relational response data, strict sequencing requirements, and API throttling when working with sync processes involving many records.4. Integration and TestingEnd-to-end testing was conducted using live datasets to check the synchronization process between all systems. Our QA experts run tests, such as API failures, rollbacks, queue overflow, and locked record issues. Critical financial entities were balanced between the four systems prior to going live.5. Reporting Dashboard DevelopmentHaving synchronized the data, we developed the investment report dashboard by using data from Yardi and NetSuite. Validation was performed by financial analysts at the UAT phase.6. Go-Live and StabilizationA phased approach was used during deployment to ensure there would be no disruption to operations. The first phase involved monitoring the synchronization process before allowing bidirectional workflows.
The stack was chosen to provide a synchronized environment for all the integrated systems:Integration Layer: Python, FastAPI, Celery (task queue), RedisYardi Connector: Yardi Voyager REST API, custom data mapper, batch processorCRM Integration: Salesforce REST API, Change Data CaptureERP Integration: NetSuite SuiteScript + REST APIReporting: React.js, Recharts / Power BI Embedded, PostgreSQL (data warehouse)Cloud & DevOps: AWS (EC2, RDS, SQS, CloudWatch), Docker, GitHub ActionsMonitoring: CloudWatch Alerts, custom audit logging, Slack notificationstpat id.
Our real estate system integration experts ensured full data connectivity for more than 250 property accounts.
Yardi is no longer an isolated system. All connected platforms operate on the same current data.
The six-member financial team gained back 40+ hours weekly spent on manual reconciliation work.
Reporting shifted from manual effort to a continuous-readiness state. Reports are generated in 2-4 hours from already synchronized and validated data.
New properties added to Yardi automatically appear across connected systems. Portfolio growth no longer increases manual operational workload.
Yardi real estate CRM integration gave the operator full data connectivity across 250+ properties, eliminating over $1.8M in annual losses from manual processes and sync errors.
The finance team did not need to manually reconcile and synchronize data from Yardi, CRM, and ERP applications.
The client minimized financial losses related to manual processes, synchronization issues, late reports, and double-counting of operations.
The time required to prepare investor reports decreased from 3–5 days to 2–4 hours through centralized, synchronized data from Yardi Voyager and NetSuite.
Financial differences were automatically detected before being processed for investor reporting and financial accounting operations.
Accounting, leasing, and reporting services were unaffected by the transition process and launch phase.
The whole property portfolio was run on a single data platform on Yardi, Salesforce, and NetSuite systems.
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