CREx/Integrations/Getting Data from Yardi
Yardi data integrationStandard Interface partnerData Connect · Replicate

Getting data from Yardi — without breaking the night.

Yardi Data Connect, Yardi Replicate, manual exports, and managed pipelines all promise the same thing: your rent rolls, GLs, and trial balances out of Voyager and into a system you can actually report on. They are not equal. Here is how to pick — and how CREx removes the cost of being wrong.

/ 01The problem

Voyager runs your portfolio. It just doesn't give you the data easily.

Yardi Voyager is the system of record for operations — rent rolls, leases, GL, vendors, tenants. But every analytics team that has tried to build BI on top of Yardi knows the truth: getting clean, daily, dashboard-ready data out of Voyager is the hardest part of the job.

Manual report exports break at scale. Custom SQL against Voyager directly is unsupported and risky. That leaves three sanctioned paths: Yardi Data Connect, Yardi Replicate, or a managed pipeline on top of one of them.

Three paths

How to get data out of Yardi Voyager.

Three production-grade paths exist. The right one depends on what you are building and how much of the Voyager schema you need.

PATH 01 · API
Yardi Data Connect
Yardi's sanctioned read/write API for Voyager. Programmatic access to rent rolls, leases, GL transactions, vendors, and reports.
+ Targeted, event-driven access+ Lightweight footprint− Pagination at scale− Not a full warehouse copy
MOST COMMONPATH 02 · SQL
Yardi Replicate
A Yardi-managed SQL replica of your Voyager database into a SQL Server instance you control. Near-1:1 schema access.
+ Full schema, BI-ready+ Customer-owned database− 2–6 weeks to stand up− You own modeling & normalization
PATH 03 · MANAGED
CREx pipeline
A managed layer on Data Connect or Replicate. Daily refresh, normalized CRE semantic model, reconciliation against Voyager as source of truth.
+ Days to first dashboard+ Normalized rent roll, GL, T12+ Reconciled vs. Yardi source+ Snowflake / Fabric / Databricks ready
Deep dive · Data Connect

What is Yardi Data Connect?

Yardi Data Connect is the API surface on top of Voyager. Use it when you need selective, programmatic access — not a full warehouse copy.

/01
REST endpoints

Rent roll, lease, charge, GL, vendor, and report endpoints. Authenticated with Yardi-issued credentials.

/02
Event-driven access

Pull deltas on a schedule. Lighter footprint compared to replicating the full database.

/03
Gated by license tier

Data Connect requires Yardi-issued credentials and the right Voyager license. It is not a public-internet API.

Deep dive · Replicate

What is Yardi Replicate?

Yardi Replicate is a managed service that streams your Voyager database into a SQL Server instance you control. The fastest path to a queryable copy of every table — but you still own schema decoding.

/01
Near-1:1 schema

Every Voyager table, every column, queryable in SQL. BI tools, custom reports, warehouse loads — all unlocked.

/02
Customer-owned

Replicate writes to a SQL Server instance you control — on-prem or in your cloud. No data sits with a third party.

/03
Raw schema only

You get the database. You still need to decode tables, model the rent roll, normalize accounts, and build dashboards.

How CREx fits

From Yardi to dashboard — in days, not quarters.

CREx is a Yardi Standard Interface partner. We sit on top of Data Connect or Replicate, normalize Voyager's schema, and deliver dashboard-ready data on a daily cadence.

/01 Connect
Auth to your Yardi tier

Authenticate to Data Connect, or point CREx at your Replicate database. No custom code, no in-house ETL.

/02 Normalize
CRE semantic model

Voyager's schema becomes a clean CRE model: rent roll, GL, lease, T12, trial balance — consistent across portfolios.

/03 Refresh daily
Same-day cadence

Daily refresh, reconciled against Yardi as source of truth. Anomalies escalate — they never silently pass.

/04 Deliver
Anywhere you need

CREx OS, Snowflake, Databricks, Microsoft Fabric, or your own warehouse — pre-built pipelines, ready on day one.

FAQ

Yardi data questions, answered.

How do I get data out of Yardi?

Three production-grade paths: Yardi Data Connect (API), Yardi Replicate (SQL replica), or a managed pipeline on top of either. Manual CSV exports are not viable beyond a few properties.

What is Yardi Data Connect?

Yardi's sanctioned API for programmatic access to Voyager — rent rolls, leases, GL, vendors, reports. Requires Yardi-issued credentials and the right Voyager license tier.

What is Yardi Replicate?

A Yardi-managed SQL replica of your Voyager database into a SQL Server instance you control. Near-1:1 schema, queryable in any BI tool.

Yardi Data Connect vs Yardi Replicate — which should I use?

Data Connect for targeted, event-driven access. Replicate for full-schema analytics, custom reporting, or warehouse loads. Most institutional analytics teams end up on Replicate — or on a managed layer on top of it.

Can I export rent rolls from Yardi automatically?

Yes — via Data Connect rent roll endpoints or Replicate's underlying tables. Manual CSV exports break beyond a few properties; automation is the only viable path at scale.

Does Yardi have a public API?

Yardi Data Connect is the sanctioned API. It is not public-internet — you must be a Yardi customer with the right license tier.

How does CREx get data from Yardi?

We're a Yardi Standard Interface partner. We sit on top of Data Connect or Replicate, normalize Voyager's schema into a CRE semantic model, refresh daily, and reconcile against Yardi as source of truth.

How long to get Yardi data flowing?

Data Connect: days once credentials are issued. Replicate: 2–6 weeks for Yardi to stand it up. CREx typically delivers first usable dashboards within two weeks of credentials going live.

Can I replicate Yardi into Snowflake, Databricks, or Microsoft Fabric?

Yes. Replicate gives you a SQL Server source any modern warehouse can ingest. CREx ships pre-built pipelines into Snowflake, Databricks, and Fabric, including the semantic model and CRE-specific data quality checks.

Is reading Yardi data via Data Connect or Replicate secure?

Yes. Both use Yardi-issued credentials and audited connections. Replicate runs in a database under your control. CREx adds role-based access, encrypted transport, and audit logging on every pull.

Running Yardi? Let's get your data out.

A 30-minute call with a Yardi data engineer. Bring your portfolio, your Voyager license tier, and your reporting wishlist. Leave with a scoped plan.

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