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

To setup integration between ResVu and Property IQ will require the following:

API Client ID, API Client Secret, and Base API URL can be obtained by reaching out to your Property IQ Account Manager.

Default Site Name determines how site names will be displayed in the Admin Portal, there are 3 options:

Note: The default site name will only get set for sites that don't have a name in PIQ already. If there's a name against the site in PIQ, we will always use that by default.

Once API Client ID, API Client Secret, Base API URL have been obtained and Default Site Name has been decided, the Super Admin can log into the ResVu Company Dashboard > Integrations > Property IQ Settings

Then input the information and confirm that the API connection was a success and hit save.

This option is used to inform users how to update their details. Place a link to your PIQ portal in the User Profile Link and lot owners will be directed here when trying to change their profile details from the resident application.

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 (see above). A common configuration is to only enable access to the CommitteeHub module.

To being with, navigate to the PIQ integrations page > Import Sites tab.

You can use these filers to narrow down the sites you wish to see from PIQ. 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 PIQ 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 PIQ 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 below.

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 PIQ. See here for the fields we import. The site will then be moved into your Previously Imported Sites table where you can import users and documents.

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

You can import documents by Serch Term or by Category. Categories are the preferred method of importing documents as they allow for more control and the option to apply a display label in the resident application.

In ResVu

Enabling document imports for a site

Once you've configured your documents and applied the optional user types, navigate to the Import Users From Sites tab and search for your desired site. Toggle the Scheduled Docs Import option next to the site.

This means the next time the scheduler runs, the documents for that site will be imported and shown in the MyHome section of the resident application.

Be sure to configure the Committee member options in the settings page before importing your users. While optional, it's a good idea to do this before importing users if you wish to give Committee members access to CommitteeHub and/or the admin console.

To import your users from PIQ:

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 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 PIQ 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 PIQ 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.