PMS Integration Requirements
Before setting up PMS Integration, ensure the following requirements are in place.
Zentra Requirements
Required Permissions
TenantSettingsModify permission
: Required to configure PMS Integration settings. This permission is provided by default to both the Integrator and Property Manager roles.Feature Enablement
PMS Integration must be enabled for the site. If the Integrations option does not appear in Settings, contact Zentra support to enable this feature.
Recommended Setup Order
For best results, set up Devices, User Groups, and common access rules before configuring PMS Integration. This allows units to be matched to devices and access to be assigned during the integration setup.
Complete these steps before PMS setup:
- Create all Devices for the property
- Configure User Groups for common areas, amenities, and buildings
- Set up common access rules for the User Groups (especially important for offline devices to avoid extra tours)
- Ensure device names match or closely resemble the PMS unit names (for easier matching)
PMS Requirements
For RealPage Users
To connect Zentra to RealPage, the following are needed:
- RealPage Super User access (or an administrator who has it)
- PMC ID: The Property Management Company identifier
- Site ID: The specific property identifier
Obtaining RealPage Credentials
- Log in toRealPage Exchange / Integration Marketplace
- Search for“Gatewise incorporated”
- ClickSubscribe nowto request the integration
- Zentra staff receives a notification and will contact the requester with the required PMC ID and Site ID
Obtaining the RealPage credentials requires coordination with Zentra. After subscribing in the RealPage marketplace, contact the Zentra representative to receive the PMC ID and Site ID. The “Gatewise incorporated” integration must also be activated.
For Yardi Users
When configuring the vendor in Yardi Voyager, search for and select
“Gatewise Community Access”
. This is the correct listing for the Zentra integration – Yardi’s vendor list does not include an entry named “Zentra.”To connect Zentra to Yardi Voyager, an administrator on the team completes the following steps directly in Voyager (no Zentra staff coordination required):
- Configure the vendor options forGatewise Community AccessunderInterfaces > Configuration > Review Interface Vendors.
- Configure the property (or property list) to use theGatewise Community Accessagency under the appropriate interface type, such asILS Guest Card.
- Configure the interface user withInterface Userprivileges and web service access for the Guest Card / ILS interface.
- Gather the following access information to enter in Zentra:
- Property ID: The Yardi property identifier
- Username: The Yardi interface username
- Password: The Yardi interface password
- URL: The Yardi Voyager URL
- Server Name: The Yardi database server name (always the same value as Database)
- Database: The Yardi database name
Yardi connections require six credential fields instead of RealPage’s two because each Yardi connection uses per-property, per-tenant credentials rather than a shared platform credential.
Data Requirements
Core Fields
The following fields must be populated in the PMS for successful sync:
Field | Required | Notes |
|---|---|---|
First Name | Yes | Used for resident matching |
Last Name | Yes | Used for resident matching |
Email | Recommended | Required for mobile credentials |
Phone | Recommended | |
Unit | Yes | Must match a Zentra Device |
Lease Status | Yes | Determines active/inactive state |
Move-in Date | Recommended | Used for lifecycle timing |
Data Quality
For best results, ensure the PMS data is clean:
- Remove test or placeholder residents
- Verify email addresses are valid and unique
- Confirm unit assignments are current
- Update lease statuses to reflect actual occupancy