Before proceeding, it is critically important that the steps are conducted in the order defined below. Going out of order could cause syncing issues with your data in Latchel and/or Yardi.

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Step 1 - Configuring the Vendor Options for Latchel

Menu Path: Basic iData Menu > Interfaces > Configuration > Review Interface Vendors > Interface Configuration

  1. Confirm the vendor name appears in Voyager under the appropriate Interface configuration. If vendor is not present, contact Yardi Technical Support to load the vendor package.
  2. Select the vendor name.
  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. Save the configuration options.

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Step 2 - Configure the Property or Property List

For a Single Property - Menu Path: Setup > Property > Find Property > [property code] > Submit.

  1. Click on Functions drop down menu. Click on Interface Configuration.
  2. Click the appropriate Interface type under Interface Configuration (i.e. Vendor Invoicing).
  3. Highlight Latchel under Available Agencies. Click Select and Save.

For a Property List - Menu Path: Interfaces > Configuration > Bulk Property Configuration.

  1. Enter property list code.
  2. Select Interface Type from drop down.
  3. Select Configure.
  4. Highlight Latchel from list of Available Agencies and click Save.

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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 or Read/Write access for appropriate web services permission(s). (e.g. Interfaces: Web Service – Common Data)
  2. Enter the property code or property list code in the property field to allow interface user access to properties configured for Latchel.
  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. Click Save.

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Step 4 - Provide Access Information to Latchel

  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)

NOTE: You should always notify the third-party vendor of any changes to Voyager URL, database server or database name.

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Compatibility Requirements

To use Latchel as a Yardi standard interfaces vendor, customers must have Voyager 7S with the following minimum plug-in versions:

  • Interfaces PIv22
  • Common Data PIv19
  • Service Requests PIv15

If you have an earlier plug-in version, enter a support ticket to your Yardi Account Manager or team to request the vendor package for Latchel to be loaded to your database. This will make Latchel appear in your Yardi Voyager environment for configuration.

For other questions about compatibility, and/or if assistance is needed with any step in this help article, please enter a support ticket to your Yardi Account Manager or team.

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