Eliminate Manual Work Between Yardi And Salesforce

Your property managers use Yardi to oversee properties, leases, tenants, maintenance and accounting and business leaders leverage Power BI to report on how properties are performing to make business decisions. This usually means exporting data manually, transforming it and re-uploading to your Power BI reports, leading to stagnant reports, reporting delays, wasted time

With Yardi integration with Power BI, you can automatically sync your properties, leases, tenants, finances, work orders, financial transactions, and any other operational metric straight into Power BI.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Workflows Easily

Portfolio Analytics

Automatically synchronize portfolio performance data for real-time business reporting.

Lease Reporting

Keep lease activity, occupancy, and renewal information updated in Power BI dashboards.

Financial Insights

Synchronize revenue, expenses, invoices, and other financial data for accurate reporting.

Maintenance Metrics

Track work orders, maintenance requests, and service performance through live dashboards.

Tenant Analytics

Analyze tenant occupancy, retention, and operational trends using always up-to-date data.

Executive Dashboards

Deliver automated business dashboards with the latest operational and property performance metrics.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Connect Yardi And Power BI With ConnectorHub

Request a personalized demo and see how ConnectorHub works to remove your manual data entry for reporting and transform your operational data into a more proactive source of insights.