Voyager Integration
Voyager Database Overview
Database Dropdown: Select which Voyager database to display.
Properties: View all properties within the selected database.
Property Lists: Access all property lists in the selected database.
Users: View all users associated with the selected database.
Voyager Attributes
Attribute Type Dropdown: Choose between “Market” and “Property Type.”
Property Attributes Setup: Configure Voyager attributes.
Voyager Attribute Dropdown: Select the Voyager attribute.
DM Attribute: Corresponding Deal Manager attribute name.
Show as Filter: Enable attribute to appear in the search bar.
Show on Map: Display attribute in property details on the map.
Show on Map Pop-up (Max 6): Select up to 6 attributes to show in map pop-up.
Default Map Filter (Max 2): Choose up to 2 attributes for map search filters.
Actions:
Edit Voyager attribute value
Delete attribute
Sync attribute
Matrix
Note: Matrix is not supported in Deal Manager.
CSV Import/Export
Property Tab
Export Property: Select properties to export.
Import Property: Use the provided template to import properties.
Download Template: Get the CSV template for property import.
Space Tab
Export Space: Select properties and corresponding spaces to export.
Import Space: Use the template to import spaces.
Download Template: Get the CSV template for space import.
Broker Tab
Import Broker: Use the template to import brokers.
Download Template: Get the CSV template for broker import.
Broker Property Tab
Import Broker Property: Use the template to import broker-property relationships.
Download Template: Get the CSV template for broker property import.
Deal Tab
Export Deal: Select properties, deal stage, deal type, and date range to export deals.
Import Deal: Use the template to import deals.
Download Template: Get the CSV template for deal import.
Contact Tab
Import Contact: Use the template to import contacts.
Download Template: Get the CSV template for contact import.
Contact XREF Tab
Import Contact XREF: Use the template to import cross-referenced contacts.
Download Template: Get the CSV template for Contact XREF import.
Activity Tab
Export Deal Activity: Select deals with associated activity to export.
Import Activity: Use the template to import deal activities.
Download Template: Get the CSV template for activity import.
Property Expenses Tab
Import Property Expenses: Use the template to import property-level expenses.
Download Template: Get the CSV template for property expenses import.
Clause Library Tab
Import Clause Library: Use the template to import clauses.
Download Template: Get the CSV template for clause library import.
Clause Groups Tab
Import Clause Groups: Use the template to import clause groups.
Download Template: Get the CSV template for clause group import.
Import Clauses Tab
Import Clauses: Use the template to import individual clauses.
Download Template: Get the CSV template for clause import.
Benchmark Tab
Import Benchmark: Use the template to import benchmarks.
Download Template: Get the CSV template for benchmark import.
Sync Settings
General Sync Settings
Daily Voyager Sync: Enables nightly sync from Voyager to Deal Manager.
Property List for Sync: Select the property list used for syncing.
Delete Unlisted Edge Properties: Removes properties from Edge Manager if not in the synced list.
Industrial Fields Sync: Sync industrial fields (details pending).
Sync Frequency: Set how often industrial fields are synced.
Sync Budget/Market Rent: Include these columns in the daily sync.
Deal Stage Unit Unavailability: Units become unavailable at selected deal stage (typically “Executed”).
Minimum Unit Size to Sync: Only sync units above a specified square footage.
Override Unit Availability: Prevent nightly sync from updating unit availability for a set number of days.
Voyager Amount Type & Frequency: Choose amount type and whether it’s monthly or yearly.
Default Edge Property Type: Set default property type for Edge Marketing.
Sync Property Name and Address: Choose which address appears in Deal Manager.
Status Update Email Settings:
Select recipients and frequency for space status updates.
Choose specific users if needed.
Unit Availability Settings
Square Footage Range: Define availability based on unit size.
Lease Expiry Buffer: Set number of days before lease expiry to mark unit as available.
Possession Date After Lease Expiry: (Details pending clarification)
Unit Type Exclusions
Unit Type Dropdown: Select unit types to exclude.
Description: Provide details for each excluded unit type.
Extra Fields
Industrial Field Mapping: Map industrial fields to Voyager columns.
Show Filter in Edge/Deal Manager: Enable filters in respective platforms.
Log Sync Variance
Enable Sync Logs: Display validation reports in Reports.
Date Range Logging: Set start and stop dates for variance logging.
Modified By: (Details pending clarification)
Sync Deal Stages
Sync Voyager Deal Stages: (Details pending clarification)
Sync Only Returned Stages: Note: “Returned” is no longer a valid status in Voyager.