Connecting to Your PMS (Setup Step 1)
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The setup wizard guides you through connecting your PMS and configuring how resident data is synchronized. The wizard consists of six steps: Connect, Units, Access, Residents, Settings, and Review (the final step page is titled “Finish import”).
The first step in PMS Integration setup is connecting Zentra to your Property Management System using API credentials. This section covers entering credentials, validating the connection, and troubleshooting common errors.

Procedure

  1. Navigate to
    Settings
     by clicking the gear icon in the lower left of the screen.
  2. Click the
    PMS Integrations
     tab.
  3. Click
    Connect
     on the RealPage or Yardi integration card, matching your PMS provider.
  1. If you clicked
    Connect
     on the RealPage integration card, enter your credentials:
    • PMC ID
       – Your Property Management Company identifier
    • Site ID
       – Your specific property identifier
  2. If you clicked
    Connect
     on the Yardi integration card, enter your credentials:
    • Property ID
       – Your Yardi property identifier
    • Username
       – Your Yardi interface username
    • Password
       – Your Yardi interface password
    • URL
       – Your Yardi Voyager URL. Click the help icon for the expected format, for example
      https://www.yardipcv.com/e35ce116d27f
    • Server Name
       – Your Yardi database server name (always the same value as Database)
    • Database
       – Your Yardi database name
  3. Click
    Connect
    .
The system validates the connection to your PMS. This may take a few seconds.
If Validation Succeeds
A “Connected” message appears and the wizard automatically proceeds to Unit Matching.
If Validation Fails
An error message displays the specific issue. Common errors include:
Error
Cause
Solution
Failed to connect
Incorrect PMC ID or Site ID (RealPage) or incorrect credentials (Yardi)
Verify credentials in your PMS portal
Property not found
Site ID or Property ID does not exist
Check the ID matches your property
Connection timeout
Network issue
Check internet connection and retry
Access denied
Integration not activated
Activate integration in RealPage Developer site (RealPage) or verify interface user privileges in Voyager (Yardi)
Your API credentials are stored securely and encrypted. Only users with the TenantSettingsModify permission can view or modify these credentials.

RealPage-Specific Notes

For RealPage connections:
  • Credentials are obtained through the RealPage Exchange marketplace
  • You must subscribe to “Gatewise incorporated” and activate the integration
  • The API returns the exact error from RealPage, helping identify the issue

Yardi-Specific Notes

For Yardi connections:
  • Credentials are configured in Yardi Voyager under the
    Gatewise Community Access
     vendor. See Prerequisites and Requirements for the full Voyager setup steps.
  • Yardi requires six credential fields per property because each Yardi connection uses per-property, per-tenant credentials
  • The API returns the exact error from Yardi, helping identify the issue

After Connection

Once connected, the system retrieves your unit list from the PMS. This data is used in the next step to match units to Zentra Devices.