yardi

yardi

A Ruby client for v4 of Yardi's Guestcard (and soon ILS) API

Installation

Add this line to your application's Gemfile:

gem 'yardi'

And then re-install your application's bundle:

$ bundle install

Or install it yourself as:

$ gem install yardi

Usage

Configuration

Configure the gem with your Yardi license, entity and platform:

Yardi.configure do |config|
  # Use your web service URL below
  config.license_key = ENV['LICENSE_KEY']
  config.entity = 'Apartment List'
  config.platform = 'SQL Server'
  config.enable_event_tracking = true
  config.gcs_bucket = ENV['_GCS_BUCKET']
end

Useful classes

Yardi::Credential

Yardi SOAP actions require authentication so the SOAP action classes (see below) require a :credential parameter in the initializer.

credential = Yardi::Credential.new(
  username: 'my-username',
  password: 'my-password',
  database: 'test_db_live',
  server: '0SQL_DBtest'
)

params = {
  agent: Agent.new(first_name: 'Test', last_name: 'Agent'),
  credential: credential,
   ... # any other required params
}
response = Yardi::Request::SomeSoapAction.new(params).perform

SOAP Actions

To request an action, instantiate the appropriate class (see below) and invoke #perform on it. The API response will be parsed and returned as a ruby object.

Yardi::Action::ImportYardiGuest_Login

Insert a guest card into Yardi's system.

Initialization parameters

• agent [Yardi::Parameter::Agent]
• credential [Yardi::Parameter::Credential] information needed to authenticate with Yardi
• lead_source [String] what Yardi calls TransactionSource
• reason [String] what Yardi calls Event Reasons. This is the reason for the event, e.g. price inquiry, tour, etc.
• property [Yardi::Parameter::Property] the property to associate the guest card with
• user [Yardi::Parameter::User] the user to associate the guest card with

Yardi::Request::GetResidents

Get all the residents for a given property ID.

Initialization parameters

• credential [Yardi::Parameter::Credential] information needed to authenticate with Yardi
• property_id [String] the remote YardiPropertyId

Response

An array of Yardi::Model::Residents

Example

Yardi::Request::GetResidents.new(
  credential: credential, params: { property_id: 'p263656'}
).perform

=>

[
  #<Yardi::Model::Resident:0x007fe922f01d98
    @email="[e-mail]",
    @first_name="James",
    @last_name="Bond",
    @lease_id="sprng007",
    @lease_lead_id="p0012007",
    @move_in_date="12/23/2014",
    @phones=[
      {
        "PhoneType" => "home",
        "PhoneDescription" => "Home",
        "PhoneNumber" => "[phone]"
      }
    ],
    @status="Current",
    @unit_name="A2"
  >,
  #<Yardi::Model::Resident:0x007fe922f01d48
    @email="[e-mail]",
    @first_name="Jason",
    @last_name="Bourne",
    @lease_id="sprng456",
    @lease_lead_id="p0041571",
    @move_in_date="10/13/2016",
    @phones=[
      {
        "PhoneType" => "cell",
        "PhoneDescription" => "Mobile",
        "PhoneNumber" => "8507742326"
      }
    ],
    @status="Current",
    @unit_name="A3"
  >
]

Yardi::Request::GetYardiGuestActivity

Get a list of Yardi::Model::Prospects for a given Prospect at the specified property ID.

Initialization parameters

• credential [Yardi::Parameter::Credential] information needed to authenticate with Yardi
• params [Hash]
  • property_id [String]
  • prospect [Yardi::Parameter::Prospect]
  • with_or [Yardi::Parameter::With_or]

Response

An array of Yardi::Model::Prospects

Example

Yardi::Request::GetYardiGuestActivity.new(
  credential: credential,
  params: { property_id: 'p263656', prospect: prospect, with_or: with_or }
).perform
# => [#<Yardi::Model::Prospect>, #<Yardi::Model::Prospect>]

Yardi::Model::Prospect

Attributes

• first_name The Prospect's first name according to Yardi's database
• last_name The Prospect's last name according to Yardi's database
• email The Prospect's email address according to Yardi's database
• phones An Array of the Prospect's phone numbers, or nil if there are none
• events An Array of Yardi::Model::Event objects
• prospect_id The Prospect id from Yardi's database e.g. "p00003693"
• tenant_id The tenant id from Yardi's database e.g. "t000456"

Development

To install this gem onto your local machine, run bundle exec rake install. To release a new version, follow the instructions here.

Contributing

If you are interested in contributing to this project, please review the contribution guidelines.

Versions

• 5.0.1 Add remote_property_id to prospects
• 5.0.0 Make Yardi gem compatible with Rails 6
• 4.10.3 Patch for NilClass when building prospect
• 4.10.2 Patch for send_prospect_events in validator
• 4.10.1 Patch for send_prospect_events default value
• 4.10.0 GetYardiGuestActivity uses send_prospect_events parameter
• 4.9.1 Bug fix for request using GetYardiGuestActivity_SearchWithOR which does not need prospect eventing
• 4.9.0 Fix to change get_soap_action to action and add phones to prospect params
• 4.8.4 GetYardiGuestActivity uses a with_or parameter
• 4.8.2 Update EmptyResponse validator to look for Envelope in Xml
• 4.8.1 Update document parser to look for Envelope in Xml
• 4.8.0 Add GetPropertyConfigurations request
• 4.6.10 Update pms_resident and pms_prospect: add unit_name, resident_id and move_in_report_type
• 4.6.0 Add Snowflake eventing for residents and prospects
• 4.2.0 Add ability to build xml to reactivate and update guestcards
• 4.1.1 Fix to change param name of action to guestcard_action
• 4.1.0 Add guestcard action to build xml for active or inactive guestcard
• 4.0.0 Add handling for 404 errors and move ConnectionError to be a subclass of Yardi::Error::Base
• 3.1.2 Fix Prospect parsing to properly handle missing Event nodes
• 3.1.1 Fix roommate parsing to properly extract roommate data from GetResidents response
• 3.1.0 Add roommates to Resident Model and Parser
• 3.0.6 Handle Yardi connection errors
• 3.0.5 Handle missing event ids
• 3.0.4 Add GuestsNotFound Error
• 3.0.3 Handle roommates in prospect search results
• 3.0.2 Raise an error when GetResidents call returns no Residents
• 3.0.1 Handle parsing resident response when there is only one result
• 3.0.0 GetYardiGuestActivity returns an Array of Prospects
• 2.0.0 GetYardiGuestActivity uses a Prospect parameter
• 1.0.3 Fix when GetResidents call returns nil dates
• 1.0.2 Fix when GetResidents call returns a single phone number
• 1.0.1 Fix when GetResidents call returns nil phone numbers
• 1.0.0 Change response for GetYardiGuestActivity to be an array of Events instead of Tours. Also add lease dates GetResidents response.
• 0.3.0 Add GetResidents request
• 0.2.1 Handle when Yardi's response is completely empty
• 0.2.0 Insert FirstContact events as Email instead of Other
• 0.1.5 Handle missing bed/price preferences
• 0.1.4 Fix Prospect search, which requires a property ID
• 0.1.3 Fetch existing tours from Yardi
• 0.1.2 Support custom connections for use with a proxy
• 0.1.1 Handle multiple errors in the response
• 0.1.0 Initial release with guestcard insertion and response handling