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Bubble.io and Yardi integration: Step-by-Step Guide 2024

Discover simple step-by-step instructions on how to seamlessly integrate Bubble.io with Yardi. Make your tech-savvy life easier now.

What is Yardi?

Yardi is a software company that specializes in developing property and real estate management solutions. Established in 1984, it offers a suite of full-business solutions for every real estate market, including multifamily, single-family, affordable, public, senior and military housing as well as office, industrial, and retail market segments. Yardi delivers software for investment, asset and property management that can be deployed as a standalone or platform solution.

Matt Graham, CEO of Rapid Developers

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How to integrate Bubble.io with Yardi?

Integrating Bubble.io with Yardi involves setting up Bubble's API Connector to link to Yardi's API interface. This guide assumes that you already have both a Bubble.io and a Yardi account.

Step 1: Get Yardi API Details

Log in to your Yardi dashboard and navigate to the API section. Here you will find your API key, endpoint, and other necessary information. Make sure to note this information as you will need to input it in Bubble in the next steps.

Step 2: Setting Up Bubble's API Connector

Log in to your Bubble.io account and open up your app.

In the Bubble editor, find the Plugins tab on the left sidebar.

Here, click on the + Add plugins button. A search bar will appear.

In the search bar, type API Connector and click on the API Connector option from the dropdown menu provided. This will install the API Connector plugin to your app.

Step 3: Configuring the API Connector to Yardi API

Now that you have installed the API Connector plugin, it's time to connect it to the Yardi API.

Go back to the API Connector in your Plugins tab, and you'll see an APIs section. Here, click on the + Add another API button.

A form will appear prompting you to fill out the details of the API you're adding.

Provide the API name as Yardi API.

Choose the authentication type as None or self-handled. Yardi doesn't use a standardized authentication process, so you may need additional info here, and you may need to add headers in the Shared Headers section according to Yardi's API documentation.

Step 4: Add API Calls

Under the same Yardi API section, click on Add Another Call and configure it according to the Yardi API documentation for the actions you want to perform.

For instance, if you want to fetch some data from Yardi,

  • Set the Use as Action or Use as Data as per the requirement.
  • Put the Call Name, preferably based on the data's nature you are going to fetch.
  • Provide the GET method (since you want to fetch the data from Yardi).
  • Put the Relative Path, according to the API documentation.
  • Set up Parameters and Header as per Yardi API documentation.

Click on Initialize Call to see if everything is set up correctly.

Step 5: Test and Deploy

After initializing, a successful attempt will result in the structure of the data that Bubble will receive.

You can then use these data fields in any part of your Bubble app, like populating a repeating group, getting text from an API, and more.

Once the testing is done, go ahead and deploy your changes from the Bubble editor.

With these steps, you have successfully integrated Bubble.io with Yardi! To set up different interactions between Bubble.io and Yardi, adapt the steps according to the different API endpoint specifications.

Bubble.io and Yardi integration usecase

Scenario: A property management company wants to enhance its apartment leasing process. They use Bubble.io to create a customized online rental application form where potential tenants can apply for the apartments. The company wants to automatically sync these applications with the Yardi Property Management System for further processing and tracking.

Solution: Integrating Bubble.io with Yardi

Rental Application Creation: The property management company uses Bubble.io to design a detailed online rental application form that includes mandatory sections for potential tenants to fill out their personal and financial details.

Setting Up the Integration: The company installs the Yardi API plugin in Bubble.io and links it with their Yardi System using their unique Yardi API key. They set up workflows in Bubble.io that are activated when a potential tenant submits an application on the website.

Data Sync Workflow:

  • When an application is submitted, the workflow is activated.
  • The filled-out data (e.g., name, contact details, employment details, references) is automatically transmitted to Yardi using the integrated Yardi API plugin action.
  • A new tenant profile is created within Yardi with the details from the application. This profile is then assigned to the appropriate property for further processing and review.

Application Processing in Yardi: The leasing team uses Yardi to evaluate the application, conduct background checks, and communicate with the prospective tenant. All interactions and status updates are recorded within the system for easy tracking and management.

Monitoring and Analytics: The integration enables seamless tracking of application statuses and tenant interactions within Yardi. The company can monitor the effectiveness of their online rental application form and leasing process, making data-informed decisions to improve their strategies.

Benefits:

  • Efficiency: Automating the rental application process saves time and decreases the risk of manual errors.
  • Streamlined Data: All applications are stored and managed in Yardi, providing a reliable source of data for the leasing team.
  • Improved Communication: The integration enables effective communication with potential tenants based on the specific details of their application.
  • Insights: The company can analyze their leasing process within Yardi, gaining insights into tenant application success rates and conversion timelines.

By integrating Bubble.io with Yardi, the property management company can efficiently handle online rental applications, ensuring timely and effective responses, and ultimately enhancing the tenant experience and optimizing their leasing process.

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