Which SharePoint Plan Integrates with Yardi?
Question details
The user is looking to identify the specific Microsoft SharePoint subscription plans required to enable integration with Yardi property management software.
- Product
- SharePoint
- Device & OS
- not provided
- Scenario
- Setting up a document management integration between Yardi and Microsoft SharePoint.
- Observed behavior
- The user needs clarification on Microsoft licensing prerequisites because Yardi is a third-party platform with specific integration parameters.
Since Yardi is a highly customizable third-party platform, integration capabilities depend heavily on your specific Yardi modules and company setup. Have your Yardi account details and current service tier ready before proceeding.
Contact Yardi Support to Confirm Prerequisites
Because the integration is maintained by Yardi, their support team must define the exact Microsoft 365 or SharePoint features required for your specific setup.
Third-party integrations often require specific API access or enterprise-level permissions that are only available in certain Microsoft tiers. Reaching out directly to Yardi ensures you do not purchase a plan that lacks necessary features.
Access your Yardi Client Central account or property management dashboard.
Navigate to the support section and submit a request asking for the 'SharePoint Integration Requirements' for your current Yardi module.
Specifically ask the representative if the integration requires standalone SharePoint Online, or if it also requires Microsoft Office desktop applications to function properly.
Evaluate and Select a SharePoint Plan
Once Yardi has provided the technical requirements, you can map them to the appropriate Microsoft 365 or SharePoint Online plan.
Manage Property Reports and Documents with WPS Office
While establishing complex SharePoint and Yardi integrations, you may still need a reliable office suite to handle exported property reports, financial spreadsheets, and tenant notices. WPS Office is a lightweight, cost-effective alternative to Microsoft Office that easily handles all standard document formats without the premium subscription costs.
- 1. Download the installer: Visit the official WPS website and click the free download button for your operating system.
- 2. Install WPS Office: Run the downloaded setup file and follow the quick on-screen instructions.
- 3. Open Yardi exports easily: Set WPS Office as your default application to instantly open and edit XLSX reports and PDF documents exported from your Yardi system.
Frequently Asked Questions
Can I use SharePoint Online Plan 1 for Yardi integration?
This entirely depends on Yardi's module requirements. Plan 1 offers basic team sites and document storage, but lacks advanced enterprise search and customization features found in Plan 2. Always confirm with Yardi Support first.
What is the main difference between SharePoint Plan 2 and Microsoft 365 E3?
SharePoint Plan 2 provides enterprise-level SharePoint online services with unlimited personal cloud storage (for qualifying plans). Microsoft 365 E3 includes everything in SharePoint Plan 2, plus fully installable Microsoft Office desktop apps (Word, Excel, PowerPoint) and advanced security management.
Can I open Yardi exported reports without a Microsoft 365 subscription?
Yes. Yardi typically exports reports in standard formats like XLSX, CSV, or PDF. You can open, edit, and print these files using a free alternative office suite like WPS Office without needing a paid Microsoft 365 subscription.
