Yardi PMS and SFTP: Use cases, Tips, & Tools

Yardi Breeze and Yardi Breeze Premier are cloud property management systems (PMS) that pull together leasing, accounting, maintenance, marketing, and owner and resident tools for mixed portfolios. They support residential, commercial, affordable housing, self storage, associations, manufactured housing, and PHA, all through a clean, web-based interface.

On their own, these platforms keep your property data in one place. When you add SFTP To Go, you get a managed, secure way to move CSV files and reports in and out of Yardi workflows using standard SFTP, without running or patching your own SFTP server. The good news is that SFTP To Go now supports integration with Yardi PMS solutions! Integrate Yardi with SFTP.

This guide offers tips, tools, & insights on using Yardi Breeze & Voyager with SFTP for secure transfers, CSV exports, ETL workflows, and audit-ready data exchange.

Yardi property management tools

Yardi Breeze is designed for small to mid-sized portfolios that want a modern property management system that works from any device. It handles rent collection, accounting, online applications, maintenance requests, owner reporting, and resident portals without the overhead of a heavyweight enterprise tool.

Yardi Breeze Premier adds deeper financials, controls, and reporting for teams managing affordable housing, HOA and condo communities, self storage, or manufactured housing. It’s built for operators that need tighter oversight across units, payments, and compliance.

Further up the product line, Yardi Voyager Suite sits as the enterprise option for teams with complex financial, operational, and reporting needs. It’s more configurable and is often used when Yardi becomes the operational and financial system of record.

Across all versions, Yardi holds your structured property data. Adding SFTP To Go, you have a secure, compliant and repeatable way to exchange that data with the rest of your systems without reinventing the integration process each time.

Why bring SFTP To Go into a Yardi workflow

SFTP To Go is a fully managed SFTP, FTPS, HTTPS, and S3-backed storage service. You get encrypted transfer, encrypted storage, individual user accounts and SSH keys, IP allow lists, activity logs, and APIs and webhooks, with API support so you can automate downstream steps once files arrive.

Many Yardi integrations already rely on CSV files exchanged over SFTP. A common documented pattern is for Yardi to generate daily CSV exports, place them on an SFTP server provided by the customer (SFTP To Go), and have a downstream system ingest those files to keep its own database in sync.

Using SFTP To Go as that endpoint gives you a hardened, centralized host instead of a local server that you have to harden and maintain.

Practical Yardi and SFTP To Go use cases

Scheduled data exports

Yardi can push regular CSV exports for residents, units, leases, charges, or financials directly to SFTP To Go. From there, those files feed your BI tools, data warehouse, or reporting pipelines without anyone manually downloading reports.

Third-party integrations

Many senior living, hospitality, or resident service platforms expect Yardi to drop CSV files on an SFTP server. SFTP To Go hosts that endpoint securely, keeps the files encrypted in transit and at rest, and gives you clear activity logs for auditing and troubleshooting.

Staging imports into Yardi

External systems can write their CSV files directly to SFTP To Go instead of sending spreadsheets by email or storing them on shared drives. Your ETL tooling or Yardi import tasks then consume the files from one controlled, known location.

Archival and compliance

Everything Yardi exports to SFTP To Go is stored in your built-in S3 storage with retention rules, isolated user permissions, and various configurable security settings. When someone asks for historical data, audit trails, or old charge records, you can actually find them.

Best practices for secure property data transfers

Use SSH keys where possible
Restrict inbound access with IP allow lists
Keep test and production credentials separate
Document and version CSV schemas
Use clear folder structures for inbound and outbound data
Archive processed files into a separate location
Use SFTP To Go webhooks for notifications on file events, or API for event-driven automation

These habits all reduce manual handling and keep integrations predictable and recoverable. What’s more, SFTP To Go builds all these best practices into the workflow in a way that makes them effortless for you, keeping your property business and client data network compliant, secure, and streamlined.

Where to get help

For SFTP setup and configuration questions about Yardi Breeze or Yardi Breeze Premier, you’ll need to use Yardi’s support resources, as the process differs per product:

https://resources.yardi.com/breeze-support/

SFTP To Go’s documentation covers SFTP, FTPS, HTTPS, S3 access, credentials, logging, automation, and more. Together, they give your property management system a clean, reliable way to exchange data with the rest of your setup.

https://sftptogo.com/docs/how-to-connect/connect-using-sftp