Yardi (Export)

Yardi Export is located on the Budget Admin General toolbar.

Directions:

1. Click the "Yardi" button; the "Export to Yardi" window appears:
   • Source
     • Building - Export based on Selected Buildings. Select Portfolio(s) and then, Buildings.
     • Portfolio - Export based on Selected Portfolio. Do not move over buildings when Source = Portfolio; the entire Selected Portfolio will be included in the export.
   • Book (numeric)
   • Format - Excel (.xlsx),  Microsoft Access Database (.mdb)
   • From Account: - To Account:
   • Available Portfolios > >> << < Selected Portfolios - 
   • Available Buildings > >> << < Selected Buildings -
   • Status
2. Enter applicable detail and click "Begin Export."
   • In the Status field, the application will cycle through all of the necessary tables: Generating file, please wait.
   • When finished, the user can download the file in either .xlsx (Excel) or .mdb (Microsoft Access Database) format based upon the selected Format parameter.
3. Next, "Click here to download the file." The user is then prompted to "Open" and/or "Save" the file locally.