Integrating Salesforce for robust entity data

A real estate client story

Use case: master data synchronization 

The challenge

Our real estate client operates in a high-growth environment, onboarding new properties daily. Each new property requires a fully configured treasury structure within Kyriba—including entity creation, associated metadata (property IDs, ownership structures, address information, property manager, property accountant, etc.), and new bank accounts. Previously, onboarding new properties was executed manually by the treasury team, requiring coordination across systems and stakeholders and leaving room for delays and data inconsistencies.  

The solution

The client’s leasing and property onboarding lifecycle is driven out of Salesforce—the system of record for new properties and their associated attributes—while treasury operations (bank accounts, payments, cash positioning) live in Kyriba. We integrated the two systems via a secure SFTP framework with scheduled daily processing. This integration transfers a comprehensive set of master data elements, including legal entity names and structures, ownership and management relationships, and property-to-entity mappings. The solution ensures that new entities and related banking structures are systematically created in Kyriba without manual intervention and master data remains synchronized between systems through a consistent daily refresh cycle. 

Salesforce and Kyriba Integration.pdf