VTS offers a range of implementation services to allow our clients to improve real estate data visibility through the better use of VTS software, market available listings, provide virtual tours and video content, and get the most possible value out of the VTS suite of products.
1. VTS 1/2/3 Services
In accordance with our Core Deployment Service Package, VTS will provide the following services:
Kick Off and Goal Setting Working Session
Client session that documents the goals of rolling out VTS and sets some measurable business outcomes.
Implementation – Dedicated Implementation Manager
Client will have a dedicated Implementation Manager throughout the life of the onboarding process. They will provide support to help Client on timeline, integration of systems, and data collection and onboarding of their portfolio.
Portfolio Onboarding/Configuration
Basic support to understand the current state of Client’s leasing and asset management data and collateral and how this can best be configured in VTS.
Standard Integration
1 connection method of the following methods defined in section 3.
Access to VTS Help Center
Access to the VTS Help Center for guided self-learning.
Live Webinar Training for Users/Super Users
Live webinar sessions that will provide training for all Client Users and Super Users. VTS will work with Client to schedule and perform trainings that are catered to Client best practices.
Workflow Mapping and Configuration
Specialized, tailored workflow mapping outlining processes related to VTS and Client subscription choice such as lead to lease, approvals, tenant relationship management, and best practices.
TRM Deduplication and Ongoing Clean Up
Identify and merge duplicate tenant records for data clean up and streamlined reporting. Performed first during initial onboarding and then as ongoing clean up.
Tailored 1-Day Training
1 day of training excluding T&E.
2. VTS Market Implementation
In accordance with our Platform Deployment Service Package, VTS will provide the following services:
Kick Off and Goal Setting Working Session
Client session that documents the goals of rolling out VTS and sets some measurable business outcomes. Planning and assignment of roles for the implementation.
Visual Content
Arrange photo and video shoots of listings for use on VTS Market based on VTS style guide.
Data Audit
Confirmation and review of integrations, data quality, and availabilities.
Page developmen
Plan and prepare brand, building, and space pages.
Access to VTS Help Center/Support
Access to the VTS Help Center and Customer Support for guided self-learning.
Live Webinar Training for Users/Super Users
Live webinar sessions that will provide training for all Client Users and Super Users. VTS will work with Client to schedule and perform trainings that are catered to Client best practices.
Go Live Preparation
Review and planning session prior to go-live.
3. Third Party Integration Options
VTS Portfolio Import API Integration - Yardi Commercial Interface API
- Description of integration services:
- VTS will facilitate a Yardi API integration on a recurring schedule, using the Yardi Commercial Interface API
- The integration will populate property, space, lease, and option/encumbrance* data per the attached Appendix
- VTS will provide a Sandbox environment for integration testing purposes ahead of go-live within the VTS Production environment
- VTS will schedule import calls of the Yardi Commercial Interface API to Production on a nightly basis
- Client Responsibilities:
- Must ensure the latest version of Yardi Commercial Interface Plugin is installed
- Provide VTS access to the following Yardi Commercial Interface API Credentials:
- Username: assigned interface username
- Password: assigned interface password
- [LIVE] Server Name: Yardi Server Name
- [LIVE] Database: Yardi database to which we’re making the API call
- Platform: SQL or SQL Server, etc
- Yardi API URL: The URL VTS will use to hit the API (typically looks like: https://www.yardiasp13.com/[INSERT DB NAME]/webservices/ItfCommercialAPI.asmx)
- All properties in scope of integration permissioned on/for Commercial Interface User
- Include(s) integration via the standard mappings provided in the Appendix. Any additional integrated data or changes to the standard mappings between Yardi and VTS fields may be subject to additional fees.
* If stored inYardi
- VTS Responsibilities:
- Prepare Sandbox environment for integration testing and facilitate import and processing of Yardi Commercial Interface API data
- Provide Egnyte access for secure file sharing (mapping documents, QA references, etc.)
- Provide timely feedback to client with regards to data or integration issues impacting the portfolio import
- Host weekly project calls to review outstanding integration tasks and next steps
- Facilitate Client’s acceptance testing of data as imported into VTS Sandbox
- Push approved integration into VTS Production and configure recurring import job
- Coordinate with VTS resource to resolve data or integration issues impacting the portfolio import
- Complete acceptance testing of VTS Sandbox data and provide timely feedback for any data discrepancies found
- Walk through Integration Configuration settings
VTS Portfolio Import API Integration - Yardi ETL
- Description of integration services:
- VTS will facilitate a Yardi integration on a recurring schedule, using the Yardi ETL product files below:
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CommProperties
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CommBuildings
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CommUnits
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CommFloors
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CommSQFTs
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CommLeases
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CommLeaseClauses
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CommOptions
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CommPropAttributes
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CommUnitXrefs
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CommChargeSchedules
-
- The integration will populate property, space, lease, and option/encumbrance* data per the attached Appendix
- VTS will provide a Sandbox environment for integration testing purposes ahead of go-live within the VTS Production environment
- VTS will schedule imports of the Yardi ETL data to Production on a nightly basis
- Include(s) integration via the standard mappings provided in Appendix A. Any additional integrated data or changes to the standard mappings between Yardi and VTS fields may be subject to additional fees.
* if stored in Yardi
- VTS will facilitate a Yardi integration on a recurring schedule, using the Yardi ETL product files below:
- VTS Responsibilities:
- Prepare Sandbox environment for integration testing
- Facilitate import and processing of Yardi ETL export files
- Provide Egnyte (secure file share platform) access and SmartFile (SFTP platform) credentials
- Provide timely feedback to Client regarding data or integration issues impacting the portfolio import
- Facilitate Client’s acceptance testing of data as imported into VTS Sandbox
- Host weekly project calls to review outstanding integration tasks and next steps
- Facilitate Client’s acceptance testing of data as imported into VTS Sandbox
- Push approved integration into VTS Production and configure recurring import job
- Client Responsibilities:
- Maintain a valid license to Yardi’s ETL tool
- Provide Yardi ETL files via secure file share (VTS-provided Egnyte or SmartFile folder)
- Coordinate with VTS resource to resolve data or integration issues impacting the portfolio import
- Complete acceptance testing of VTS Sandbox data and provide timely feedback for any data discrepancies found
- Facilitate setup of nightly TaskRunner delivery of ETL files to the provided SmartFile folder
VTS Portfolio Import API Integration - MRI Partner Connect API
- Description of integration services:
- VTS will facilitate an MRI API integration on a recurring schedule, using the below MRI Partner Connect APIs:
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MRI_S-PMCM_CommercialBuildingWithSuitesByBLDGID
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MRI_S-PMCM_CommercialLeasesLeasByBuildingID
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MRI_S-PMCM_CommercialLeasesCmreccByBuildingID
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MRI_S-PMCM_CommercialLeasesLeasOptsByBuildingID
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MRI_S-PMGL_EntityListing
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MRI_S-PMCM_IncomeCategories
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MRI_S-PMCM-LeaseOptionTypes
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MRI_S-PMCM-SuiteTypeID 9. MRI_S-PMCM-TenantTypes
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- The integration will populate property, space, lease, and option/encumbrance* data per the attached Appendix
- VTS will provide a Sandbox environment for integration testing purposes ahead of go-live within the VTS Production environment
- VTS will schedule import calls of the MRI API data to Production on a nightly basis
- Include(s) integration via the standard mappings provided in the Appendix. Any additional integrated data or changes to the standard mappings between MRI and VTS fields may be subject to additional fees.
* if stored in MRI
- VTS will facilitate an MRI API integration on a recurring schedule, using the below MRI Partner Connect APIs:
- Client Responsibilities:
- Provide VTS access to the following MRI API Credentials:
- Web Services User ID
- Web Services Password
- Client Database Name
- Client ID
- MRI Version
- API Farm URL
- VTS Responsibilities:
- Prepare Sandbox environment for integration testing and facilitate import and processing of MRI API data
- Provide Egnyte access for secure file sharing (mapping documents, QA references, etc.)
- Provide timely feedback to client with regards to data or integration issues impacting the portfolio import
- Host weekly project calls to review outstanding integration tasks and next steps
- Facilitate Client’s acceptance testing of data as imported into VTS Sandbox
- Push approved integration into VTS Production and configure recurring import job
- Coordinate with VTS resource to resolve data or integration issues impacting the portfolio import
- Complete acceptance testing of VTS Sandbox data and provide timely feedback for any data discrepancies found
VTS Portfolio Import API Integration - MRI Flat-file
- Description of integration services:
- VTS will facilitate an MRI flat-file integrations on a recurring schedule, using the below MRI flat-file exports:
- Entity
- Bldg
- Floors (optional)
- Suit
- SSQF
- Leas
- CMRECC
- Leasopts *
- The integration will populate property, space, lease, and option/encumbrance* data per the attached Appendix
- VTS will provide a Sandbox environment for integration testing purposes ahead of go-live within the VTS Production environment
- VTS will schedule import jobs of the MRI file data to Production on a nightly basis
- Include(s) integration via the standard mappings provided in the Appendix. Any additional integrated data or changes to the standard mappings between MRI and VTS fields may be subject to additional fees.
* If stored in MRI
- VTS will facilitate an MRI flat-file integrations on a recurring schedule, using the below MRI flat-file exports:
- VTS Responsibilities:
- Prepare Sandbox environment for integration testing and facilitate import and processing of MRI file data
- Provide documentation outlining the MRI File integration process
- Provide Egnyte access for secure file sharing (mapping documents, QA references, etc.)
- Provide SmartFile (SFTP platform) credentials and automation configuration packages
- Packages are to be installed in client’s local environment to facilitate file delivery automation between MRI and SmartFile
- Provide timely feedback to client with regards to data or integration issues impacting the portfolio import
- Host weekly project calls to review outstanding integration tasks and next steps
- Facilitate client’s Acceptance Testing of data as imported into VTS Sandbox
- Push approved integration into VTS Production and configure recurring import job
- Client Responsibilities:
- Provide VTS the above mentioned files from MRI (shared via Egnyte for initial testing)
- Map MRI rent, space, and option types to available VTS values per the integration documentation
- Coordinate with VTS Implementation manager to resolve data or integration issues impacting the portfolio import
- Complete Acceptance Testing of VTS Sandbox data and provide timely feedback for any data discrepancies found
- Install & set up automation program in local environment per documentation in order to facilitate automation of file delivery between MRI and SmartFile
VTS Portfolio Import API Integration - VTS Template (NON-STANDARD)
- Description of integration services:
- VTS will facilitate flat-file integrations on a recurring schedule, using .CSV templates as outlined in the attached Appendix
- The integration will populate property, space, lease, and option/encumbrance* data per the attached Appendix
- VTS will provide a Sandbox environment for integration testing purposes ahead of go-live within the VTS Production environment
- VTS will schedule import jobs of the MRI file data to Production on a nightly basis
- Include(s) integration via the documentation provided in the attached Appendix. Any additional integrated data or changes to the documented fields may be subject to additional fees.
* If stored in the applicable system
- VTS Responsibilities:
- Prepare Sandbox environment for integration testing and facilitate import and processing of template file data
- Provide documentation outlining the template file integration process
- Provide Egnyte (secure file share platform) access and SmartFile (SFTP platform) credentials
- Provide timely feedback to client with regards to data or integration issues impacting the portfolio import
- Host weekly project calls to review outstanding integration tasks and next steps
- Facilitate client’s Acceptance Testing of data as imported into VTS Sandbox
- Push approved integration into VTS Production and configure recurring import job
- Client Responsibilities:
- Provide VTS the above mentioned files from the applicable system
- Coordinate with VTS Implementation manager to resolve data or integration issues impacting the portfolio import
- Complete Acceptance Testing of VTS Sandbox data and provide timely feedback for any data discrepancies found
- Install & set up report automation of file delivery between the applicable system and SmartFile
VTS Portfolio Import API Integration - Direct to VTS API (NON-STANDARD)
- Description of integration services:
- VTS will facilitate API integrations per the Developer Documentation
- The integration will populate property, space, lease, and option/encumbrance* data per the Developer Documentation
- VTS will provide a Sandbox environment for client’s integration testing purposes ahead of go-live within the VTS Production environment
- VTS will provide credentials for access to integration documentation via the VTS Developer Portal (read.me site and password). Any additional integrated data or changes to the documented fields may be subject to additional fees.
* If stored in the applicable system
- VTS Responsibilities:
- Prepare VTS Sandbox environment for integration testing and provide client with API Key and Secret to use when hitting Portfolio Import API
- Provide Developer Documentation access (read.me site & password)
- Provide Egnyte (secure file share) access for QA materials
- Provide timely feedback to client with regards to data or integration issues impacting the portfolio import
- Host weekly project calls to review outstanding integration tasks and next steps
- Facilitate client’s Acceptance Testing of data as imported into VTS Sandbox
- Provide Production API Key and Secret and facilitate data push to production, including any required mappings ahead of go-live
- Client Responsibilities:
- Develop calls from the applicable system to VTS per the Developer Documentation provided
- Coordinate with VTS Implementation manager to resolve data or integration issues impacting the portfolio import
- Complete Acceptance Testing of VTS Sandbox data and provide timely feedback for any data discrepancies found
- Update integration to use VTS Production API Key and Secret and set regular imports at go-live