Yardi Data Connect: A smarter way to connect data & documents

By Lee Ann Stiff on May 22, 2025 in Technology

Text: "Yardi Data Connect," with image of person holding piece of paper

CRE operators know that managing an ever-growing volume of data and documents across your organization is a constant challenge. They need solutions that streamline workflows and provide actionable insights to inform decision making. They also need transparency into leases, rent histories and occupancy trends and the ability to understand financial outcomes.

Enter Yardi Data Connect, an advanced tool that bridges the gap between raw data and business intelligence.

Tech that works better together

Data Connect is designed to seamlessly integrate with Yardi Voyager and Microsoft Power BI. It creates a secure and robust pipeline for data visualization and analysis that enables users to unlock the full potential of their data. Users can aggregate data from multiple sources. They can also transform it into actionable insights and build tailored dashboards and reports.

Streamlined workflows & automation

One of the key benefits of Data Connect is its ability to automate workflows. Boxer Property, a Houston-based property management company, has successfully used Data Connect to enhance its operations. By connecting Power BI and incorporating Microsoft Azure Machine Learning, Boxer has achieved better data visualizations along with automated workflows and predictive analytics. This smart combination enables the company to forecast tenant lease defaults, predict occupancy trends and even assess potential deals with greater accuracy.

Harnessing AI & machine learning

Data Connect serves as a launching pad for advanced technologies like AI and machine learning. By feeding data into Azure models, users can uncover patterns, predict outcomes and make data-driven decisions. For example, neural network regression can help forecast tenant behavior, such as the likelihood of lease default or expansion. By feeding the system with data points like billing rent, square footage, lease size and tenant business category, companies can train the model to identify correlations and make accurate predictions. This predictive capability and level of analysis empowers property managers to proactively address challenges, anticipate market shifts and seize opportunities.

A bridge to intelligence

Data Connect acts as a bridge to make it easier for real estate professionals to move data from repositories to business intelligence tools. It doesn’t matter whether it’s combining operational data with building system data or analyzing financial results. The platform simplifies everything and eliminates the need for extensive data science expertise. As Justin Segal, president of Boxer Property, puts it, “If you think of Data Connect as a bridge, you can use any of these things with your Yardi data in a way that’s far easier to use than it ever was.”

Streamlining document management with SharePoint integration

If you’re also looking to solve the challenge of managing documents across your organization, Yardi Document Management for SharePoint allows clients to store documents in SharePoint’s online repository rather than a proprietary system. This integration combines Yardi’s expertise in property management with SharePoint’s capabilities in document access, collaboration and editing. The automated folder structure provided by Yardi’s application eliminates the tedious process of organizing documents manually.

Enhancing operational efficiency with data replication

For companies with large amounts of data, moving it can be daunting. Yardi Replicate addresses this challenge by enabling efficient data movement from Voyager to other cloud environments. Using Microsoft SQL’s Change Data Capture (CDC) technology, Replicate tracks changes in data sources and moves only the updated records. This approach ensures faster performance and minimizes the strain on systems handling millions of records.

Replicate is particularly valuable for large clients with data lakes or warehouses in motion. By providing real-time replication of Voyager data, the tool gives companies control over the scope and destination of their data. This capability is essential for leveraging data in business intelligence tools and creating actionable insights.

Start small, scale big

For companies looking to leverage Data Connect, it’s a good strategy to start small and scale incrementally. Begin by creating dashboards and reports that provide immediate value. Gradually incorporate advanced tools such as machine learning. This approach ensures a smooth transition and allows teams to build confidence in the system.

Ready for a deeper dive? Read the white paper, New Ways to Resolve the Document and Data Dilemma or book a demo.