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About the Portfolio Financials + Yardi Voyager® Connector

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Overview

With the Portfolio Financials integration for the Yardi Voyager® Connector, you can: 

  • Exchange information between systems to provide your project team with access to data from a single source-of-truth.
  • Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.
  • Improve decision-making with access to the most up-to-date data available.
  • Streamline communication and information-sharing between your back-office and operational teams.

Feature Set Map


PROCORE PORTFOLIO FINANCIALS		 Exports data from Procore to Yardi Imports data from Yardi to Procore 
YARDI
PROJECTS
ACCOUNTING CODES		   tri-left-arrow-green.png JOBS
GL CODES
COST CODES
CATEGORY CODES
VENDOR CODES   tri-left-arrow-green.png VENDOR CODES 1
BUDGET   tri-left-arrow-green.png BUDGET
CONTRACTS tri-right-arrow-orange.png   CONTRACTS 2
PURCHASE ORDERS tri-right-arrow-orange.png   PURCHASE ORDERS 2
CHANGE ORDERS tri-right-arrow-orange.png   CHANGE ORDERS 2
INVOICES tri-right-arrow-orange.png   INVOICES/CONTRACT DRAWS
PAID-TO-DATE   tri-left-arrow-green.png PAID INVOICES 3 & JOURNAL ENTRIES 3

1 Yardi vendor records can be linked in Portfolio Financials, but records must be first added separately in each system. 

 2Contracts can only be imported during the implementation process. Once the import process is complete, contracts cannot be imported again.

 3  Paid invoice and journal entry imports are available with or without the job cost interface.

Supported Versions

  • Required Software:
    • Yardi Voyager® 7S or newer
  • Required Interfaces:
    • All Integrations: 
      • Core (Version 7.4)
      • Interfaces (Version 14)
      • Interfaces Vendors and Payables (Version 11)
    • Job Cost Integrations:
      • Job  Cost (Version 7.4)
      • Interfaces Job Cost (Version 11)

Supported Features

The Portfolio Financials integration for Yardi Voyager® includes these features:

  • Link your Portfolio Financials projects to one (1) or multiple Yardi Voyager® jobs, enabling access in Portfolio Financials to all accounting codes listed on your Yardi Job’s Interface Chart.
  • Overwrite and lock-down Portfolio Financials project budgets using Yardi Voyager® job total budgets, or leave budgets available for Portfolio Financials project teams to manage.
  • Choose between applying Yardi Voyager® accounting codes to your construction project’s contracts, change orders, and invoices or, for jobs not using the job cost plugin, apply codes from your pre-populated list in Portfolio Financials.
  • Sync contracts, change orders, and invoices from Portfolio Financials into Yardi in real time.
  • Receive nightly updates on actual spend related to your projects (Note: Updates occur around Midnight each night and cannot be scheduled). 
  • Ensure competitive pricing by inviting vendors to bid from Portfolio Financials and validate bidders against the imported Yardi Voyager® vendor list before syncing commitments into Yardi Voyager®. 
  • Prior to syncing to Yardi Voyager®, manage approvals and coding reviews for contracts, bids, invoices, and change orders from the centralized ‘My Tasks’ page in Portfolio Financials. 
  • Compare contracts, change orders, and invoices in your Portfolio Financials project to the data in Yardi Voyager® job. Add missing records to Portfolio Financials using the relevant records in Yardi Voyager®.

Unsupported Features

The following features are not currently supported:

  • Vendors records cannot sync from one system to the other. Instead, vendor codes can flow into Portfolio Financials to ensure users enter valid vendor codes. Vendor records must be manually input into Portfolio Financials one-by-one or using the comma-separated-values (CVS) bulk import process performed on your behalf by Procore.
  • Jobs and budgets cannot currently be synced from Portfolio Financials into Yardi. 
  • All projects in Portfolio Financials must have at least one (1) Yardi job code before commitments are finalized. 

Common Questions

How does Portfolio Financials connect to Yardi?

The Portfolio Financials and Yardi connector uses Yardi’s Job Cost and Vendor Invoicing Web Service Application Programming Interface (API) to connect the two systems. Each secure API message carries authentication data for Procore users, which your team will create and authorize for the specific API endpoints and properties required for your integration. 

How often is data exchanged between Portfolio Financials and Yardi?

When exporting contracts, change orders, and invoices, data from Portfolio Financials, the export occurs immediately after a user clicks ‘Sync’ in the Portfolio Financials application. When importing data from Yardi Voyager® into Portfolio Financials, the connector uses this schedule:

  • Job and budget data is automatically imported every three (3) hours between the hours of 8:00 a.m. to 11:00 p.m. Eastern Standard Time (EST).
  • Invoice, journal entry, and vendor data updates nightly. 
Can invoices be synced to another Accounts Payable system while the Yardi integration is active?

Yes. All existing Accounts Payable (AP) integrations (for example, Avid, Generic SFTP/CSV export, and Nexus) are available to companies who have integrated Portfolio Financials with Yardi. 

Is the Job Cost module required to integrate Portfolio Financials with Yardi Voyager®?

No. You can integrate Portfolio Financials with Yardi Voyager® without the Job Cost interface and still import paid-to-date, journal entries, vendor codes, and export invoices.