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How to export data from Yardi

A practical export path for Yardi, then a supported import into Yorlet. Start with what you can download yourself; Yorlet handles the rest of the migration.

Export from Yardi

4 data types to download

  1. 1

    Rent roll and occupancy

    Excel/CSV reports; Voyager may require a services extract.

  2. 2

    Accounting

    Trial balance plus transaction detail.

  3. 3

    Prospects and leases

    CSV plus PDF leases.

  4. 4

    Maintenance and owners

    CSV plus attachments.

Export guide

How to export your data from Yardi

Yardi exports are product-specific. Breeze users typically start with reports (rent roll, owner statements, maintenance, prospects). Voyager customers usually need a services-led extract from Voyager, DataMart or custom reports. Always inventory which Yardi products you run (Voyager, Breeze, RentCafe, PayScan, and so on) before you request data.
  1. 1

    Rent roll and occupancy

    Run the current rent roll, vacancy and lease abstracts. For Voyager, agree a report or DataMart extract with your Yardi administrator.

    Typical format: Excel/CSV reports; Voyager may require a services extract.

  2. 2

    Accounting

    Export GL, AR, AP, owner statements and unallocated receipts. Multi-entity Voyager books need an entity map before load into Yorlet.

    Typical format: Trial balance plus transaction detail.

  3. 3

    Prospects and leases

    Export applicant/prospect queues, screening outcomes and lease documents from Breeze or RentCafe.

    Typical format: CSV plus PDF leases.

  4. 4

    Maintenance and owners

    Export open work orders, vendor lists and owner portal documents. Recent Breeze versions can publish inspections to the owner portal — download those files too.

    Typical format: CSV plus attachments.

Watch-outs before you leave

  • Breeze and Voyager are different products. An export path that works on one will not apply to the other.
  • RentCafe content (websites, prospect chats, resident files) can sit outside the PMS database. Include it in the inventory.
  • US-shaped fields (ACH, 1099, state lease packs) will not map 1:1 onto UK tenancies. Plan a field mapping with Yorlet.
Import

Importing into Yorlet

Grant Yorlet access to Yardi (and any connected CRM, collector or maintenance tool). We transfer properties, people, tenancies, balances and documents, train your team and stay with you through go-live. Read the generic switch process if you want the four-stage view.

Before you export

  • Keep identifiers (tenancy ID, property ID, email) consistent across every export file.
  • Export connected systems in the same window so repairs and payments still join to the tenancy.
  • Plan Direct Debit re-enrolment if the collector is changing.

Switch from Yardi

Tell us about your book. We will scope the Yardi extract with you and map it onto Yorlet.

Moving off Yardi?

Share a work email and we will take the next step.

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FAQ

Exporting from Yardi

How do I export data from Yardi?
Start with standard reports in Breeze or Voyager. For a full exit, involve your Yardi administrator and, for Voyager, professional services. Inventory every Yardi product in use first.
Will Yorlet migrate Yardi residential data?
Yes. Rent roll, people, leases, owner records, open maintenance and documents can be migrated as a scoped project, with UK field mapping for deposits and tenancy types.

Last reviewed 15 September 2026.

Sources: Yardi, Yardi Breeze residential features, Yardi Breeze vs Voyager overview.

Comparisons use publicly available product, help-centre and pricing pages. They are not an official statement by Yardi and are not a complete catalogue of every module or partner integration. Capabilities change; check the vendor’s own site before you buy. Yardi and related marks are trademarks of their owners. Yorlet uses competitor names only to identify those products. If something is wrong, contact us and we will correct it.

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