Getting started

Overview

Banner is a fully qualified Yardi interface partner, which lets us secure real-time access to your data. Connecting Yardi and Banner is done through a Yardi interface user. It takes only a few minutes to set up, and it does not affect your licensed user count.

📗 Authoritative reference: the official Yardi Voyager documentation, available when logged in to Voyager · 📧 Support: [email protected]

Every Yardi connection follows the same four steps:

  1. Create the interface user. Add a banner user in iAdmin and flag it as an Interface User.
  2. Configure the Banner interface vendor. Set the Vendor Invoicing options, plus Job Cost if contract and budget send are in scope.
  3. Assign properties. Link every in-scope property to the Banner interface vendor.
  4. Set permissions. Confirm web service access on the applicable user group.

Before you start

Confirm the Banner Interface Vendor is loaded on the Interface Configuration screen. If it is not, contact Yardi Support to update your interface plug-in versions.

Check Navigation path
Verify Voyager plug-ins Basic iData > Interfaces > Configuration > Review Interface Vendors > Vendor Invoicing and/or Job Cost

Navigation quick reference

Step Path
1 - Create user iAdmin > Security > Add Users
2 - Interface vendor Basic iData > Interfaces > Configuration > Review Interface Vendors
3 - Assign properties Basic iData > Interfaces > Configuration > Bulk Property Interface Configuration
3 - Confirm linkage Basic iData > Interfaces > Configuration > Interface Configured Properties and Vendors
4 - Set permissions iAdmin > Security > Set Permissions

Guidelines

The steps below cover the required interface user setup, interface vendor configuration, and property configuration. The most thorough documentation is still the official Yardi Voyager documentation, which you can reach by logging in to Yardi Voyager.

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If Banner is connected to multiple instances of Yardi, there may be slight variances in functionality based on plug-in versions and configuration.

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Setup

Step 1 Create a new user

Create a dedicated interface user for Banner. Interface users do not count against your licensed user count.

Navigation

Screen Path
Add Users iAdmin > Security > Add Users

User settings

Field Value
Code banner
Name banner
Username banner
Group Associate with an existing admin or interface group. Alternatively, create a new user group specifically for Banner.
Interface User Checked
Password Set by your team - see the note at right.

Required permission

Permission Access Required
Interface: Web Service - Vendor Invoicing Read/Write Yes
Payable-Skip PO Required Enabled Optional - enable if PO's are required

Both are set on the applicable user group. Step 4 covers where to confirm them.

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Password handling - send the interface user password to your Banner Customer Success Manager. Do not post it in this page, in a ticket, or in a shared channel.

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