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How to I bulk onboard contacts for a new company in Yardi?

This article explains how to add new members to Yardi for a company moving in for the first time.

Step 1 - When the contract is activated in Yardi

Once the contract is active, the Welcome Email will be automatically sent to Primary Contacts through Hubspot. This will include a link to the template for members to fill out with their contacts and permissions needed for each member. 

Click HERE for a copy of the template sent to members

Step 2  - Once the member sends back completed template

Create a Hubspot Ticket - "Onboarding/Offboarding" and upload the completed template. Be sure that all required fields have been completed before submitting. Please add to the comments a desired completion date of this import.

yardi - onboard template

Step 3 - Studio Support will initiate an Import

Studio Support receives the ticket and will begin provisioning their contact in Platform based on the services outlined in the contract. He will import members into all relevant systems.  Support will close the ticket when the import is complete. 

Step 4 - Onsite Teams

Onsite teams are responsible for ordering the keycards for each member and uploading the headshots if required at your location.