Yardi Voyager to HubSpot
Property management and accounting platform for residential and commercial portfolios. It holds properties, units, leases, residents, guest cards, service requests and vendor invoices.
Yardi Voyager data can move into HubSpot, landing mainly in Sales Hub. 0 of 8 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 4-8 weeks for a small move and 14-26 weeks for a large one.
Migration checklist for Yardi Voyager
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 6 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k contacts, <100 properties
Likely report or flat-file exports.
Mid migration
10k-100k contacts, 100-1,000 properties
Interface access and custom objects are needed.
Large migration
>100k contacts, >1,000 properties
Multi-entity portfolios with ongoing sync.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Yardi Voyager: what you need to get in, what lands in HubSpot, and what will not.
SOAP/WSDL web services, one per interface (billing and payments, common data, service requests, commercial data and others). Limited REST.
An interface user linked to an interface security group, with Read or Read/Write access, plus the client-specific WSDL endpoint.
A Voyager admin must create the interface user and grant the Interface User privilege on the property or list code.
Choose your route
How will you move the data?
No native connector was found.
- You need: An interface user linked to an interface security group, with Read or Read/Write access, plus the client-specific WSDL endpoint.
- Permission: A Voyager admin must create the interface user and grant the Interface User privilege on the property or list code.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- SOAP interfaces: Common Data, Commercial API (property, unit, lease, rent roll), Billing and Payments, Payables
- Nightly SFTP flat files, which many integrations fall back to
- Voyager reports exported from the UI
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 14-26 weeks, usually phased.
Talk to a partnerWhere each object lands
In Yardi Voyager
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Guest cards / prospects (leasing leads) | Contacts | partial | Guest cards are reported to sit in Voyager. Whether Common Data exports them is not confirmed. |
| Residents / tenants | Contacts | partial | Tenant and lease information can be pulled through the Renters Insurance and Billing and Payments interfaces. |
| Properties and units | Custom objects | partial | Property, unit, lease and rent roll data export through the Commercial API. Custom objects need to be created in HubSpot. |
| Leases | Deals | partial | Mapping leases to Deals is an analyst choice. Lease data can be exported. |
| Service requests | Tickets | partial | The Service Requests interface exists. Ticket mapping is analyst judgment. |
| Vendors, payables and invoices | Companies | partial | The Payables API exports vendor, payables and check data. Migrate vendors only if they are needed in the CRM. |
| Viewings / showings | Meetings | manual | No sourced export path for viewings. |
| Buyers and sellers | Contacts | no | Voyager is a property management system, not a sales CRM. Buyer and seller records are likely absent. |
What to expect
This is the accounting system of record. Retain it in Voyager.
These are reserved for Yardi-owned modules.
Programmatic access needs a partner agreement and a data exchange agreement per interface.
HubSpot has no native property or unit objects.
The analyst scope says to retain these systems.
Ask the client to request interface access from Yardi early, or use flat-file or report exports.
Exclude sensitive fields from the HubSpot import.
Schedule incremental pulls and run a cutover freeze.
Run discovery to confirm where leads and viewings live before scoping.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Access methods (SOAP interfaces, partner gating) are sourced from vendor and third-party pages. No HubSpot doc covers Yardi. Object mapping to HubSpot is analyst judgment, and the scope note's lead/buyer/seller objects are not confirmed as Voyager objects.
Sources
Related migrations
Frequently asked questions
How do I migrate Yardi Voyager to HubSpot?
1. Confirm the Voyager version and plug-in levels (Interfaces, Common Data, Service Requests). 2. Ask Yardi or the client whether interface agreements are in place. 3. Have an admin create an interface user and security group with Read access. 4. Inventory the interfaces needed and get each interface's WSDL URL.
What does not move from Yardi Voyager to HubSpot?
General ledger, trust and accounting history and Rent payments, screening and renters insurance workflows. Plan to rebuild or retire these.
How long does a Yardi Voyager to HubSpot migration take?
Small (<10k contacts, <100 properties): 4-8 weeks. Mid (10k-100k contacts, 100-1,000 properties): 8-14 weeks. Large (>100k contacts, >1,000 properties): 14-26 weeks. These are planning estimates, not a quote.
What access do I need to export from Yardi Voyager?
An interface user linked to an interface security group, with Read or Read/Write access, plus the client-specific WSDL endpoint. A Voyager admin must create the interface user and grant the Interface User privilege on the property or list code.
What compliance issues apply when moving Yardi Voyager data?
Check: Financial data (payments, credit reporting), Government ID such as SSN, Possible tenant screening data and Senior living health records, if the EHR module is used. Agree consent, retention and access rules before exporting.
Moving Yardi Voyager into HubSpot?
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