Once connected to your Strata Max account, you can import your portfolio sites, lot owners and documents into Resvu. This automates the management of site and owner data ensuring Strata Max remains the source of truth for your operation.

Onboarding preperation: https://smhelp.stratamax.com/help/resvu#onboarding-preparation

To setup Integration between Resvu and Strata Max will require the following:

The API Key can be obtained by reaching out to your Strata Max Account Managers. They will provide a form to complete and then provide an instructions on how to obtain the API Key.

Once the API Key has been received, a Company Admin can log into the Resvu Company Dashboard > Integrations > Strata Max Settings

Then insert the Base API and the API Key > 'Test Connection'.

This option is used to inform users how to update their details. Place a link to your Strata Max portal in the User Profile Link and lot owners will be directed here when trying to change their profile details from the resident application. This field is not mandatory if you are using other means to obtain lot owner profile updates.

Note: If you wish to lock certain features for these Committee members, you can do so by modifying the permissions of the group they get added to. A common configuration is to only enable access to the CommitteeHub module.

To being with, navigate to the Company Dashboard > Strata Max integrations page > Import Sites tab.

You can use these filers to narrow down the sites you wish to see from Strata Max. This is useful if you're rolling out a specific section of your portfolio at a time.

Search your sites

Once the optional filters are applied, click the Fetch Sites button. This will return a list of sites from Strata Max that match your filters, or all of them if you didn't apply any filters.

Note: This step doesn't import your sites, only returns the list of sites from Strata Max for viewing. Also, be aware that previously imported sites will not show in this table - they can be found in the Previously Imported Sites table.

From the list of returned sites, you can:

When this happens, a new site will be created in Resvu and it will remain linked to the site in Strata Max. See here for the fields we import. The site will then be moved into your Previously Imported Sites table where you can import users.

Note: This step doesn't import any users or documents. You'll need to follow the steps below for this to occur.

Prior to importing lot owners, please ensure your strata roll data has been cleaned up - for guidance on how to manage owner contact cards pleae refer to this article: https://smhelp.stratamax.com/help/contactmanagement

To import lot owners from Strata Max:

From here, there are two ways to import users

Note: if you enable the Scheduled User Import toggle, even after importing individual users, all users of the site will be imported when the scheduler is next run. To stop this from happening, please see below.

If there's a lot owner (user) that doesn't need to be imported into the ResVu system yet (e.g. the lot is still owned by the developer) you can toggle the Disable Importing option against that user in the Import Users step. This will "skip" the user when the scheduler runs and won't import them into the system.

Once the lot is ready to be imported, simply turn this toggle off. You can then manually import the user, or they will automatically be imported the next time the scheduler is run (providing the scheduler is enabled for this site).

All committee members in Strata Max will be imported with the user type of Committee Representative (CR). If enabled in the API settings, they may automatically be added to the committee group and/or have access to the admin console.

To ensure any changes in Strata Max are reflected in the ResVu platform (e.g. changes in user information or ownership) you'll need to enable the Scheduled Users Import toggle against the site. This will, at a minimum, run once every 24 hours and ensure user details stay updated and transfers of ownership are reflected in the system.

You can import documents by selecting one or more DocMax Categories.

In Resvu