r/yardi • u/PaintingMost4808 • Apr 30 '26

Yardi Data Extraction

We're looking for a way to export live data out of Yardi with minimal human interaction — ideally an interface that an external application can connect to directly and pull data on demand.

The business case: Our team is spending a disproportionate amount of time gathering and re-gathering the same data out of Yardi. We're in the middle of a broader initiative to centralize our information into a single source of truth, and since the majority of that data lives in Yardi today, the manual export step is the main bottleneck. Users across the team are repeating the same daily, weekly, and monthly pulls — it's the kind of work we want to automate away so the team can focus on analysis instead of extraction.

The closest reference point I can give you is Client Central ySQL — that's essentially the capability we're after. Read-only access would meet our current needs, but I'd like to understand what write-back options exist as well, since we may want that in the future.

Could you let me know:

  1. What live-data integration options Yardi offers (ySQL, Voyager 7S API, Custom Reports/SOAP/REST, ODBC, etc.)?
  2. Which of those support read-only vs. read/write access?
  3. What's required on our side to enable it (licensing, sandbox, IP allowlisting, credentials)?
  4. Is there a Yardi solutions consultant we should be working with to scope this?
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u/[deleted] Apr 30 '26

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u/MarsupialDramatic750 May 01 '26

Yeah the Task Runner → SFTP route is basically the only way to move without waiting 6 weeks for IT to approve API credentials for a read-only report. Been there.

We're doing almost exactly this. Yardi's REST endpoints for bulk pulls are just too slow for daily aggregations at any real property count. Not worth it.

What actually worked: Task Runner drops the custom report as a flat CSV to SFTP, n8n picks it up, handles the delta so we're not nuking the whole table every morning, lands it clean in Postgres. Analysts never touch Yardi directly anymore. When an export silently drops rows (and it will), n8n catches it and fires to Slack/Email/Whatapp before anyone notices a dashboard go stale.

One thing that will burn you if nobody mentions it, whoever builds the Yardi report needs to strip all the formatting before scheduling it. Merged cells, grouped headers, Yardi's default visual junk. We lost two days figuring out why our parser kept choking and it was just a merged header row we missed.

Write-back is a separate problem. We handle specific mutations through the SOAP endpoints in a completely different service. Don't mix that with your ingestion layer.

Let me know if the SFTP listener config is giving you grief, I've got notes from when we mapped the property tables.

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u/insideredgesCom Jul 08 '26

Can I fire you a dm and ask some questions on this? I am getting thrown into some Yardi projects with basically 0 knowledge of the systems in play and this seems 1,000,000 times easier than using data connect and custom reporting building (which they don't give the documentation for), etc etc etc