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Strata Max API Integration Overview
Strata Max API Integration Overview

This article explains how a Company Admin can setup the Integration so Strata Max information can come across automatically into Resvu

Updated over a week ago

What can the Strata Max integration do?

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

How do I set up my Strata Max Integration?

Configuring the API connection

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

  • Strata Max Base API

  • Strata Max API Key

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'.

User Profile Configuration

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.

Committee/Board Member Configuration

  • Add imported committee/board members to a default Committee group will add any imported users flagged as Committee Members to a new group in their site. Learn more about Committee groups here. Be sure to add and configure a new group immediately below the toggle options.

  • Add imported committee/board members as Admins will make any imported committee member a site admin, meaning they can log in to the site admin console for their site.

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.

Importing Sites

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

Setting your search filters

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.

Importing sites

From the list of returned sites, you can:

  • Import an individual site by clicking the Import Site button

  • Select multiple sites (or all) using the checkbox, and then click Import Sites from the bulk actions dropdown.

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.

Importing lot owners

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:

  1. Navigate to the Company Dashboard > Strata Max Integration page

  2. Select the Import Users From Sites tab

From here, there are two ways to import users

  1. Turn on the Scheduled Users Import toggle. This will automatically import all the users for that site the next time the scheduler is run.

  2. Click the Fetch Users button. This will show you a list of all the users in Strata Max for this site. From here, you can manually import individual users, or select multiple (or all) users and import them using the Import Users button from the bulk actions dropdown.

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.

Disabling import for a specific lot

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).

Importing Committee/Board Members

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.

Ensuring user details stay updated

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.

Importing Documents

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

Filtering by categories

In Resvu

  1. Navigate to Company Dashboard > Integrations > Strata Max

  2. Click the Strata Max API Settings button > Document Import Configuration

  3. Toggle Enable Document Import

  4. Select a category to add from the dropdown

  5. Add a customised display label (or copy Doc Max category). This will be shown in the resident application instead of the DocMax category name.

  6. Apply a date filter to import documents updated from a certain date onwards.

  7. You can restrict view access to document categories by selecting specific user types e.g. Committee Representative. If no user types are selected, the document category will not be visible to anyone.

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