Choose the request template(s) that you want to ues to send review requests to your customers.

To complete the Templates tab:

1. Choose your request template.

   The dropdown displays all available templates created in your account. Learn more about creating new templates.

2. Click Continue.
   
3. Column headers are pulled in based on the template selected. These data points will need to be provided by your Yardi account.
   • Click Download File to obtain the blank sample template you can reference later. Click Finish Step.
   • Click Skip this Step to continue without downloading the Reputation template.

This tab defines what Yardi account will be used and the Yardi API parameters that allow Rep Connect to pull the relevant customer data from your CRM.

To complete the Automation tab:

1. Choose which Yardi account (credentials) you want to use for this integration. This allows Rep Connect to call the Yardi API using the chosen credentials and pull your customer data from the CRM. Select an existing account or click Add New Account, enter your login information, and click Add Account.
   
2. Click Continue.
3. Configure the Yardi API parameters to filter for the category type of tenants you want requests sent to. Options include:
   • Resident Move-In – Rep Connect will pull data for the tenants who have Moved-In
   • Resident Move-Out – Rep Connect will pull data for the tenants who have Moved-Out
   • Resident Pre-renewal – Rep Connect will pull data for the tenants who have upcoming lease renewals
   • Service Requested – Rep Connect will pull data for the tenants who have submitted a service request
   • Guestcard – Rep Connect will pull data for the potential tenants who have toured the properties
4. Click Continue.
5. Configure the next level of API parameters based on your previous category type selection.
   • Resident Move-In, Resident Move-Out, Resident Pre-renewals – Choose who to send the review requests to and configure the start date and the range of days for which the data needs to be pulled.
   • Service Requested – Configure the start date and the range of days for which the data needs to be pulled.
   • Guestcard – Choose the Guestcard type to whom the review requests need to be sent and configure the start date and the range of days for which the data needs to be pulled.
6. Click Continue.
7. On the final screen, preview the data from your Yardi CRM account to ensure the connection is working as intended and the data will be pulled successfully.
8. Click Finish Step.

This tab defines the mapping between the column headers from your data and Reputation request template fields.

To complete the Mapping tab:

1. Sort to view all fields, mapped fields, or unmapped fields or type into the search bar.
2. Configure the mapping.

   Column	Description
   Reputation Field	All fields that your requests can have on the Reputation platform. The mandatory fields are indicated with an asterisk (*).
   Description	Provides context on what each Reputation Field represents.
   Your Column Header	A drop-down menu that lists all the column headers from your file. Select a header from the drop-down menu that contains the value in your file and map it to the corresponding Reputation field.
   Example from File	Displays a random example value from that column in your file.
   Rows Populated	Display the percentage of rows that are populated for that column in your file.
   Transformations	Allows you to transform any value in your file. Available transformations functions include: upper case, lower case, title case, static value, and more. Learn more about setting transformations.

3. Click Continue.
4. Confirm if you want to format any of the data in your file.
5. Click Finish Step when complete.

This tab allows you to define any business rules that need to be applied to the Requests integration, such as excluding certain requests from being sent or adding any delays to request deployment.

To complete the Filters tab:

1. Choose if you want to set up exclusion filters. These allow you to skip review requests being sent under certain circumstances.
   • Click Add Filer Set to create an exclusion filer.
     

     1. Name your filter.
     2. Choose Basic Filters to configure if then statements to identify the records that need to be excluded. For example, I do not want to send review requests to any customer whose email address ends in “@acme.com.”
        
        Choose Advanced Filters to add rules for review requests via custom scripts.
     3. Optionally configure additional filter sets.
     4. Click Continue.

   • Click Skip this step to bypass setting up exclusion filters.
2. Choose if you want to set up delay filters. These allow you to define rules to delay the review requests from being sent to your customers.
   • Click Add Filer Set to create an exclusion filer.
     

     1. Name your filter.
     2. Choose Basic Filters to configure if then statements to identify the records that need to be excluded. For example, I want to send delayed review requests to all the customers from the location – Donut Wheel. This rule will add a 7 day delay to the requests for all customers from my specified location.
        
        Choose Advanced Filters to add rules for review requests via custom scripts.
     3. Optionally configure additional filter sets.
     4. Click Finish Step when complete.

   • Click Skip this step to bypass setting up delay filters.

This tab defines the schedule of the integration which can be configured based on how frequently you want to send requests from the Reputation platform.

To complete the Schedule tab:

1. Choose the integration frequency. Options include: hourly, daily, weekly.
   • Hourly – Run multiple times each day, at most every 2 hours. Select the amount of hours between each integration run. Options include: 2, 4, 6, 8, 10, 12.
   • Daily – Select if the integration runs everyday or every weekday (excludes weekends).
   • Weekly – Run multiple times each week, and choose specific days of the week. Select one or many days of the week for the integration to run.
2. From the Repeats Every drop-down, schedule how many times the integration will run for the selected frequency.
3. Choose your time zone.
4. Configure at what time the integration should start (in PST).
5. Choose when to send requests between. Each option is a four hour range.
   
6. Click Finish Step when complete.

This tab defines the email notifications needed to receive Integration Status email alerts.

To complete the Notifications tab:

1. Name the notification. The name will help identify this notification from others on your My Notifications tab.
   
   Learn more about managing notifications.
2. Select when you want to receive a notification. Options include: every time the integration is run, Only when the integration was successful, and Only when the integration failed.
   
3. Optionally, click Show Email Customization Options to provide a custom email subject line and/or message.
4. Click Finish Step when complete.

To finalize the integration configurations, we encourage your to perform a Test Run of the integration. The Test Run executes exactly the same way as a regular scheduled run would, but will not save any data to the Reputation platform.
The Test Run will send a summary of the execution to your email address so you can review the results of the integration and make any changes necessary before the live execution begins.

Test runs are not mandatory, but are highly recommended.

To complete the Test Run tab:

1. Click Run Test.
2. Check the email address listed for the results summary of the test. Correct any errors identified before testing again.
3. Click Finish Step when complete.

This tab allows you to review all configurations you have done for your integration so far. Edit any tab if you need to make updates. Once you have reviewed the configurations, click Continue.

The last screen will provide you with instructions on what to expect next. Click Finish Integration to enable the integration. Once clicked, your integration will run as per the schedule you have provided.