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How to Export from Yardi, MRI, AppFolio & RealPage

By Angel Campa, Founder, CapVeri

Getting the right file out of your property management system is the first hurdle in any CAM reconciliation. This guide covers Rent Roll, GL, and CAM billed exports for the four major systems — step by step.

Rent Roll Export

CapVeri uses the rent roll to build your tenant roster, set square footage allocations, and calculate pro-rata shares. You need columns for unit, tenant name, square footage, market rent, monthly rent, and lease start/end dates.

Yardi

1

Navigate to Rent Roll report

In Yardi Voyager, go to Leasing → Reports → Rent Roll with Lease Charges.
2

Set the report date

Set the report month using the "As of" date field.
3

Generate the report

Click Submit to generate the report.
4

Export to Excel

Use the Export to Excel icon (spreadsheet icon in the toolbar).
5

Save as CSV

In Excel, choose File → Save As and select CSV (Comma delimited).

Required columns: Unit, Tenant Name, SF, Market Rent, Monthly Rent, Lease Start, Lease End

MRI

1

Navigate to Rent Roll

In MRI Commercial, go to Commercial → Reporting → Rent Roll.
2

Select property and date

Select your property and reporting date.
3

Run the report

Click Run Report.
4

Export as CSV

Hit the export button in the report viewer and select CSV.

Required columns: Suite Number, Tenant Name, Square Footage, Market Rent, Monthly Rent

AppFolio

1

Navigate to Rent Roll

In AppFolio, go to Reports → Property and Unit Reports → Rent Roll.
2

Enable required columns

Click Customize to ensure Unit, Sq. Ft., Market Rent, and Lease Dates are enabled.
3

Set filters

Set the date and property filter.
4

Export as CSV

Click Actions → Export as CSV.

Required columns: Unit, Sq. Ft., Market Rent, Monthly Rent, Lease Start, Lease End

RealPage

1

Navigate to Rent Roll

In RealPage OneSite, go to Reports → Rent Roll.
2

Set property and period

Set the property and period.
3

Export

Once the report loads, use the Excel/CSV export icon in the toolbar.
4

Select columns

Export with unit, tenant name, and lease term columns selected.

Required columns: Unit, Tenant Name, Lease Start, Lease End, Monthly Rent

GL Export

The General Ledger export tells CapVeri which expenses are in your CAM pool for the reconciliation year. You need a full-year export (Jan 1–Dec 31) with account code, description, date, and amount columns.

Yardi

1

Navigate to General Ledger Analytics

In Yardi Voyager, go to Accounting → General Ledger Analytics.
2

Set property and date range

Select your property and set the date range to Jan 1–Dec 31 of the reconciliation year.
3

Submit

Click Submit.
4

Export to Excel

Use the spreadsheet icon to export to Excel.
5

Save as CSV

In Excel, choose File → Save As → CSV (Comma Delimited).

Required columns: Account Code, Description, Date, Debit, Credit

MRI

1

Navigate to General Ledger

In MRI Commercial, go to Commercial → Financials → General Ledger.
2

Set property and date range

Select your property and set the date range (full calendar year).
3

Run

Click Run.
4

Export as CSV

Export the report as CSV.

Required columns: Account, Description, Date, Amount

AppFolio

1

Navigate to General Ledger

In AppFolio, go to Reports → Financial Transactions → General Ledger.
2

Set filters

Set the date range and property filter.
3

Export as CSV

Click Actions → Export as CSV.

Required columns: Account Code, Description, Date, Debit, Credit

RealPage

1

Navigate to General Ledger

In RealPage, go to Accounting → Reports → General Ledger.
2

Set filters

Filter by property and date range.
3

Run the report

Run the report.
4

Export as CSV

Use the CSV export icon in the toolbar.

Required columns: Account, Description, Date, Amount

CAM Billed Export

The CAM billed report shows what you actually charged tenants in prior years. CapVeri compares this against what you should have charged to surface leakage. You need tenant name, suite, and total CAM billed columns.

Yardi

1

Navigate to CAM Reconciliation

In Yardi Voyager, go to Commercial → CAM Reconciliation.
2

Open prior-year reconciliation

Open the prior-year reconciliation for your property.
3

Export to Excel

Export to Excel using the spreadsheet icon.
4

Save as CSV

In Excel, save as CSV (File → Save As → CSV Comma Delimited).

Required columns: Tenant, Suite, Total CAM Billed

MRI

1

Navigate to CAM Reconciliation

In MRI Commercial, go to Commercial → Retail Recoveries → CAM Reconciliation.
2

Select year and property

Select the prior year and your property.
3

Run the reconciliation report

Run the reconciliation report.
4

Export as CSV

Use Rapid Reports' export to download as CSV.

Required columns: Tenant, Suite, Total CAM Billed

AppFolio

1

Navigate to CAM Reconciliation

In AppFolio, go to Reports → Owner Reports → CAM Reconciliation.
2

Export as CSV

Click Actions → Export as CSV.
3

Alternative if unavailable

If you do not have a reconciliation report, use Reports → CAM Charges instead.

Required columns: Tenant, Unit, CAM Billed

RealPage

1

Navigate to CAM Reconciliation Summary

In RealPage Commercial, go to Reports → CAM Reconciliation Summary.
2

Set period and property

Set the prior year period and your property.
3

Export as CSV

Export to CSV from the toolbar.
4

Verify columns

Confirm the export includes the total CAM charged per tenant column.

Required columns: Tenant, Suite, Total CAM Charged

Ready to Run Your Reconciliation?

Upload your files and CapVeri will parse them, flag misclassifications, and show you exactly where leakage is happening.

Get the Export Steps

Sources

  1. Yardi Voyager interface program — Yardi
  2. MRI Software — MRI