How to Integrate Lovable with Yardi

Unlike consumer APIs, Yardi API access is configured at the enterprise level by a Yardi administrator — you cannot self-service API credentials. Schedule time with your Yardi system administrator (internal staff or Yardi consultant) before building in Lovable. Key questions to ask your Yardi admin: Which API option does your environment support? Yardi offers several: RESTeasy (newest REST API, preferred), Yardi Voyager Interface (older SOAP/REST API), or custom endpoint configurations. What is the base URL for your environment? Is it a Yardi-hosted URL or self-hosted? Can they create a service account (dedicated API user with read access) for the Lovable integration? What endpoints are enabled and what data can be accessed? Yardi's API documentation is available in the Yardi Client Central portal (id.yardi.com) under Product Documentation → Interface Documentation. Your administrator should provide you with the relevant documentation sections for the data types you need (residential, commercial, maintenance, accounting). For read-only dashboards, request an API service account with VIEW permission on properties, units, tenants, and leases only. Avoid service accounts with write access unless your use case specifically requires creating or updating Yardi records.

In Lovable, click the '+' button next to the Preview panel to open the Cloud tab, then navigate to Secrets. Add the following secrets based on your Yardi API type: For Yardi RESTeasy (OAuth2): - YARDI_CLIENT_ID: OAuth client ID from your Yardi admin - YARDI_CLIENT_SECRET: OAuth client secret - YARDI_API_URL: your organization's Yardi RESTeasy base URL For Yardi Interface (username/password): - YARDI_USERNAME: service account username - YARDI_PASSWORD: service account password - YARDI_DATABASE: your Yardi database name (often called instance name or database code) - YARDI_API_URL: your Yardi server URL (e.g., https://www.yardiasp14.com/87012mycompany) - YARDI_SERVER_NAME: required for some Yardi Interface calls The Yardi Interface credentials are specific to your organization's Yardi instance — the database name and server URL are not generic and must come from your Yardi administrator. Yardi API credentials are highly sensitive because they provide access to your entire property management database including financial data and resident PII.

Create the Edge Function that handles Yardi API authentication and proxies requests. The authentication approach depends on your Yardi API type: For Yardi RESTeasy: follow OAuth2 client credentials flow — POST to the Yardi token endpoint with client_id and client_secret to get an access token, then use it as a Bearer token on all API calls. Cache the token like other OAuth integrations. For Yardi Interface: construct a Basic Auth header from the username and password. Some Yardi Interface endpoints use a custom header format or require the database name as a query parameter or in the request body. The Yardi API responses follow REST conventions but have Yardi-specific field names and structures that vary by module (residential, commercial, affordable housing). The response schema for your endpoints must come from your Yardi administrator or the Yardi documentation matching your version. Build the Edge Function as a generic proxy initially, then test each endpoint with your Yardi administrator's sample data to verify the authentication and response parsing before building the frontend components.

1// supabase/functions/yardi-proxy/index.ts (Yardi Interface pattern)
2import { serve } from "https://deno.land/std@0.168.0/http/server.ts";
3
4const corsHeaders = {
5  "Access-Control-Allow-Origin": "*",
6  "Access-Control-Allow-Headers": "authorization, x-client-info, apikey, content-type",
7  "Access-Control-Allow-Methods": "POST, OPTIONS",
8};
9
10serve(async (req: Request) => {
11  if (req.method === "OPTIONS") {
12    return new Response("ok", { headers: corsHeaders });
13  }
14
15  try {
16    const username = Deno.env.get("YARDI_USERNAME");
17    const password = Deno.env.get("YARDI_PASSWORD");
18    const database = Deno.env.get("YARDI_DATABASE");
19    const apiUrl = Deno.env.get("YARDI_API_URL");
20
21    const { endpoint, method = "GET", params, requestBody } = await req.json();
22
23    let url = `${apiUrl}${endpoint}`;
24    if (params && method === "GET") {
25      url += "?" + new URLSearchParams({ ...params, database }).toString();
26    }
27
28    const authHeader = `Basic ${btoa(`${username}:${password}`)}`;
29    const response = await fetch(url, {
30      method,
31      headers: {
32        "Authorization": authHeader,
33        "Content-Type": method === "POST" ? "text/xml" : "application/json",
34        "Accept": "application/json, text/xml",
35      },
36      ...(requestBody ? { body: requestBody } : {}),
37    });
38
39    const contentType = response.headers.get("content-type") || "";
40    let data;
41    if (contentType.includes("xml")) {
42      // For XML responses, return as text for the frontend to handle
43      data = { rawXml: await response.text() };
44    } else {
45      data = await response.json();
46    }
47
48    return new Response(JSON.stringify(data), {
49      status: response.status,
50      headers: { ...corsHeaders, "Content-Type": "application/json" },
51    });
52  } catch (error) {
53    return new Response(JSON.stringify({ error: error.message }), {
54      status: 500, headers: { ...corsHeaders, "Content-Type": "application/json" },
55    });
56  }
57});

With the Edge Function working, open Lovable chat and describe the executive dashboard you want to build. Provide the Yardi endpoint names and response field names from your administrator's documentation — Yardi field names are often abbreviated and not self-explanatory. Typical Yardi field name patterns: PropertyCode (abbreviated property identifier), UnitStatus (A=Available, O=Occupied, etc.), UnitRent (current charged rent), MarketRent (asking rent), OccupancyPct (occupancy percentage as decimal 0-1), DelinquencyAmt (outstanding balance), LeaseFromDate/LeaseToDate (lease term dates). For a portfolio overview dashboard, the standard Yardi endpoints are: GetPropertyConfigurations (property list with codes and names), GetOccupancyStatus (unit counts and occupancy by property), GetArByProperty (accounts receivable/delinquency by property), and GetUnitAvailability (vacant units with details). The most useful executive KPIs are occupancy rate (occupied units / total units), rent collection percentage (rent collected / rent charged this month), delinquency rate (tenants 30+ days past due / total tenants), and lease expirations in the next 60 days. Each of these may require a separate Yardi API call.

For the leasing and operations team, unit availability and upcoming lease expirations are the most operationally important data points. Building a leasing tool that surfaces this data from Yardi gives the team a clean interface for their daily workflow. Yardi's unit availability endpoint typically returns: PropertyCode, PropertyName, UnitCode, UnitType, Bedrooms, Bathrooms, SQFT, MarketRent, AvailableDate, and LeaseStatus. The expiring leases endpoint returns: PropertyCode, UnitCode, ResidentCode, LeaseToDate, CurrentRent, and ResidentName. For a leasing dashboard, the team needs: all available units (AvailableDate = today or in the next 30 days), units coming available in 30-60 days (for pre-leasing), and leases expiring without a renewal in the next 60 days. These data points inform daily leasing activities. For complex Yardi integrations involving custom reports, Voyager Online (YardiOne) integration, or data feeds for BI tools, RapidDev's team can help design the complete integration architecture for your organization's specific Yardi configuration.