Yardi Voyager Standard Interfaces Setup

Step 1 – Configuring the Vendor Options for Loop and Tie
Menu Path:  Basic iData Menu > Interfaces > Configuration > Review Interface Vendors > Interface Configuration

1. Confirm Loop and Tie appears in Voyager under Common Data configuration. If vendor is not present, contact Yardi Technical Support to load the vendor package.
2. Select Loop and Tie
3. Select the options desired on the vendor configuration screen. These options are based on client preferences and vendor requirements. The available options vary depending on the interface type.
4. Select the options desired on the vendor configuration screen. These options are based on client preferences and vendor requirements. The available options vary depending on the interface type.
   1. Set Read Access to the following:
      1. Email
      2. Date of Birth
5. Save the configuration options

Step 2 – Configure the Property or Property List
Menu Path for a Single Property:  Setup > Property > Find Property > [property code] > Submit.

1. Click on Functions drop down menu.  Click on Interface Configuration.
2. Click Common Data under Interface Configuration 
3. Highlight Loop and Tie under Available Agencies. Click Select and Save.

Menu Path for a Property List:  Interfaces > Configuration > Bulk Property Configuration.

1. Enter property list code
2. Select Common Data from drop down.
3. Select Configure.
4. Highlight Loop and Tie from list of Available Agencies and click Save.  

Step 3 – Configure the Interface User
Menu Path:  System Administration >Security > Add User

1. Create a new interface user and link to a security group for the specific Interface Type. The security group should have Read access for appropriate web services permission(s):
   1. Interfaces: Web Service – Common Data
   2. Interfaces: Web Service – Resident Data
2. Enter the property code or property list code in the property field to allow interface user access to properties configured for Loop and Tie.
3. Click on Privileges tab and Select “Interface User”.  This will give user access through the web services, but not the Voyager front end.
4. Save.*

Step 4 – Provide Access Information to Loop and Tie

1. Voyager URL (vendor will append the appropriate web services endpoint)
2. Interface username and password
3. Database Name
4. Server Name (will always be the same as Database Name)