Every Yardi environment is configured differently, and no two businesses use HubSpot in exactly the same way. Because Yardi does not provide a publicly accessible API, off-the-shelf integrations are not an option, and businesses need a more specialised approach.
At H&D, we take a consulting-led approach. Our team works with you to understand your specific Yardi configuration, export capabilities, and the data flows that matter most. We then design and build a tailored file-processing integration using our internal integration framework, ensuring a clean, scalable, and reliable connection between HubSpot and Yardi.
The result: your teams get access to the right data in the right place, without manual entry, duplication, or compromise.
Common Use Cases
Unified Reporting: Sync key Yardi property, lease, and financial data into HubSpot for consolidated reporting.
Sales & Leasing Visibility: Give sales teams access to Yardi-derived company, contact, or deal information without switching systems.
Automated Workflows: Trigger HubSpot workflows based on updates in Yardi-exported files (e.g., lease status changes, tenant stage updates).
Operational Efficiency: Remove manual re-entry by automating regular scheduled data updates from Yardi into HubSpot.
The result: your sales, service, and marketing teams gain a unified view of tenant, investor, and property information, all inside HubSpot.
Gotchas, Challenges & Limitations
No Public API
Yardi does not offer an open API, so all integrations must rely on scheduled data exports.
File-Based Syncing
Data is only as fresh as the export frequency (commonly once per day).
Data Structure Variability
Yardi configurations vary significantly between environments, fields, naming conventions, and export structures differ from site to site.
Integration Options
Integrating HubSpot with Yardi is not a one-size-fits-all exercise. Each organisation’s Yardi setup, export capabilities, and business processes are unique. With years of experience delivering HubSpot + property management system integrations, we know how to design solutions that work reliably at scale.
iPaaS & Automation Tools
Most iPaaS platforms rely on APIs and cannot integrate directly with Yardi without an API endpoint.
Where a tool supports scheduled file ingestion, we can evaluate its suitability, but typically:
- Expensive: subscription costs add up quickly.
- Constrained: limited flexibility, often unable to handle advanced requirements.
- Risky: builds can hit tool limitations mid-project, causing delays or scope pivots.
We’re happy to support other platforms, but because they often introduce limitations or unexpected roadblocks, we can’t provide fixed-price quotes or guaranteed timelines. For this reason, we strongly recommend locking in your integration scope, timeline, and delivery date before starting other parts of your project.
If you do choose a different tool, our HubSpot integration experts can still support you on a consulting basis, with blocks of hours available to guide your team through implementation. (We can support iPaaS tools on a consulting basis but they are usually not the recommended path for Yardi.)
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HubSpot Data Sync
HubSpot Data Sync (part of Data Hub) is our preferred first choice where a supported API exists.
Data Sync provides a native, secure synchronisation layer with minimal configuration and ongoing maintenance handled directly by HubSpot, giving teams a reliable way to align core data between systems.
However, Yardi does not currently offer API access that supports Data Sync, meaning this option is not available at present. If this changes in the future, we will reassess immediately, as Data Sync would become the recommended starting point for alignment between the platforms.
Where businesses still need to surface Yardi data in HubSpot, support operational workflows, or create a unified customer view, we can help extend HubSpot’s native integration capabilities with additional configuration or custom development.
Custom Integration Development
Some integrations require more than standard connectors or Data Sync can provide, especially when dealing with:
- scheduled file exports
- multi-object relationships
- custom Yardi formatting
- complex business rules
- reporting requirements
We deliver a fully tailored custom integration built around your data structure and workflows.
Our custom approach ensures a clean, scalable, and future-ready connection between HubSpot and your Yardi environment.
Integration Options Comparison
Our Approach
What Makes Our Approach Different
- Consulting-Led: We tailor every integration to your Yardi export format and your business needs.
- Future-Proof: Designed to evolve with changes to Yardi exports or HubSpot data models.
- Delivered by Experts: All consulting, design, and development work is handled by H&D / Avidly’s experienced team.
- Cost-Effective: Faster to build and maintain than complex tool-based methods.
- Proven Framework: To accelerate development and maintain enterprise-grade reliability, our team builds on a structured internal framework that provides, the best-practice SDLC processes, secure hosting, version control, monitoring & error handling, consistent development patterns.
This framework enables stable delivery and simplified long-term maintenance, while still giving you a fully custom integration tailored to your Yardi environment and HubSpot requirements.
Hosting, Monitoring & Maintenance
- GCP Logging: We use Google Cloud Platform (GCP) logging for standard monitoring and to track the integration's health.
- Sentry: Sentry provides in-depth error logging and notifications for specific issues.
- Yardi Export Behaviour: Changes to export structure or new fields may require adjustments.
All integration approaches, iPaaS, automation tools, and Integration Glue custom integrations, involve hosting costs. Integration Glue Custom Integration hosting typically starts from USD $99 per month. This can be tailored to your business needs (e.g. static IP addresses, custom network configurations) at an additional cost.
With Integration Glue Custom Integration Hosting, you’re covered for major HubSpot updates as well as generic security and framework improvements.
However, changes to how the integration functions, such as new mappings, transformations, or adjustments to your Yardi, are not included in the hosting fee.
We’ve also seen with iPaaS and automation platforms that platform changes can cause delays, outages, or require configuration workarounds to keep systems running.
To avoid disruption, we recommend a maintenance contract with H&D, giving you:
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Peace of mind: proactive monitoring
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Less downtime: fast issue resolution
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Future readiness: updates applied as Yardi or HubSpot changes
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Continuous improvement: small enhancements over time