Yardi Breeze overview

Summary view of the Yardi Breeze connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, CSV

1. In Breeze, open Analytics → Transaction Register.
2. In the filters, set Transaction Type to Invoice Register.
3. Set Invoice Date From to one year ago and Invoice Date To to today.
4. Click Display to generate the results.
5. Click the Export (Excel) icon and choose Excel (.xlsx).
6. Save the file to your computer.
7. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, CSV

1. In Breeze, navigate to Contacts → Vendors.
2. Leave Status set to Active and click Filter/Display.
3. Use the Export button and select Excel.
4. Save the spreadsheet to your computer.
5. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, CSV

1. In Breeze, open Analytics → Transaction Register and set Transaction Type to Check Register.
2. Set Check Date From to one year ago and Check Date To to today.
3. Click Display to run the report.
4. Click Export and choose Excel.
5. Save the spreadsheet to your computer.
6. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: XLS, XLSX, CSV

1. In Breeze, go to Reporting → Financial → General Ledger Detail.
2. Filter the view by setting Transaction Date From to one year ago.
3. Click Run Report/Display to refresh the results.
4. Use the Export option and select Excel.
5. Save the spreadsheet to your computer.
6. Upload the file using the link provided to you.