What can the PIQ integration do?


Once connected to your PIQ account, you can import selected (or all of) your sites, along with the documents and lot owners for each site.

How do I set up my PIQ Integration?


API Configuration

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

  • API Client ID

  • API Client Secret

  • Base API URL

  • Default Site Name

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:

  1. Scheme Number

  2. Short Address

  3. Long Address

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.

User Profile Configuration

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.

Committee Member Configuration

  • Add imported committee 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 members as Committee Representatives and 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 (see above). A common configuration is to only enable access to the CommitteeHub module.

Importing Sites


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

Setting your search filters

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.

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 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.

Importing Documents


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.

Filtering by categories

In ResVu

  1. Navigate to Company Dashboard > Integrations > PIQ

  2. Click the PIQ API Settings button > Document Import Configuration

  3. Toggle Enable Document Import

  4. Select a category to add from the dropdown

  5. Add an optional display label. This will be shown in the resident application instead of the category name.

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

  7. Choose some user types if you'd like to restrict access to this type of document. Selecting none will make it visible by all user types.

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.

Importing lot owners


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:

  1. Navigate to the PIQ 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 PIQ 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 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 Members

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.

Ensuring user details stay updated

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.

Frequently asked questions


How does the name get imported?

We split the name by the first space and assign the first part of the name as the First Name and the second part as the Last Name. For example:

  • Name in PIQ
    John S Investments Pty Ltd

  • Name in ResVu
    First: John
    Last: S Investments Pty Ltd

Are all owners against a lot imported?

As customers to date have had poor data across their second and subsequent email fields, we import the first email from a lot into our system. This is because the MyHome section will display sensitive financial Levy information.

As a result, all subsequent emails should simply be invited to the platform manually (or via a site code) as an owner so customers don't have to risk account info being shared with users not tied to the ownership.

What happens to users who own multiple lots within the same site?

Currently, we cannot link the same user to multiple lots within the same site. As mentioned above, we will look to introduce this feature alongside the release of the new user management approach from PIQ.

What happens to users who own multiple lots across different sites?

When imported for the additional site(s), will assign this same user to the new site and they can access this site (including the MyHome section for the additional lot) by switching sites within the resident application.

Will manually added/signed-up users be matched during import?

No, the only user who can access the MyHome section and lot levy information (future update) are those who have been imported via the PIQ integration. Users already in the system won't be "linked".

What is the Scheduler?

The scheduler is an automatic function in the ResVu system that runs every 24 hours for your account. This will check the PIQ system for any changes in Site details, Documents, or Users. Think of this as a syncing feature to ensure all the details are up-to-date across both systems.

Soon, you'll be able to manually run the scheduler for individual sites. For example, if a document is uploaded in PIQ, you'll click this button to bring the document into the site almost instantly (instead of waiting until the next day).

What happens when someone updates their details

When the scheduler is run, our system will check to see if any details have changed in PIQ. You can see what details get imported and checked here. If there's a change, it'll automatically update in the ResVu platform.

This included the email address used to log in to the system, meaning if a user updates their email address in PIQ, they'll need to use that new email to log in to the resident application.

What happens when there's a change of ownership?

When the scheduler runs, we'll see there's a new User ID against the lot. As such, we'll remove the old users from that site (meaning they no longer have access to the site, lot information, and won't be able to login to the resident application).

If they are only a part of one site, they'll no longer be able to log in to the resident application. If they are a part of another site, the old user will still have access to the resident application for the remaining site(s).

Are changes in the ResVu platform reflected in PIQ?

No, any changes you make to a user, site, or document are not pushed back to the PIQ system at this point in time. This integration is currently a one-way system. If the scheduler is enabled for the site, then these changes will be overridden by the data in PIQ the next time the scheduler is run.

For example, if you rename a site in ResVu, it will return to the original name within 24 hours when the scheduler is run. This means in order to make any changes, please do so from PIQ.

What happens if I delete a site in ResVu?

If you delete a site in ResVu, it will be removed from your ResVu account and all the users against that site will also be deleted. In the PIQ integrations page, the site will be removed from your Previously Imported Sites list and returned to the search results when fetching a site.

This means you can re-import the site in the future if you wish, however you'll need to also re-import the users, plus the site code will be different.

What happens if I delete a user in ResVu?

If you delete a user from within a site, they'll be added to the Deleted Users list under User Management, and no longer have access to that site. If they are a part of multiple sites under your account, they'll still be able to log in to the platform and access those sites.

If you delete a user from account management, they'll be removed from the system entirely - including all sites they are assigned to.

When the user scheduler is run next, they won't be imported again either. If you'd like to re-import this user, please get in touch with the ResVu support team.

Where will my documents be shown?

Resident App

  • Imported documents will be visible within MyHome > Documents

What specific data get's imported?

We import the following data into our system for each item:

Sites

  • PIQ ID

  • Building Name

  • Street Number

  • Street Name

  • State

  • Suburb

  • Postcode

  • Splan

  • Folio

Documents

  • Document ID

  • Building ID

  • Lot ID

  • Supplier ID

  • Document Type

  • Date

  • Name

  • Viewable By (Building User Type)

Lot owners

  • PIQ ID

  • Building ID

  • Name

  • Email Address

  • Mobile Phone

  • Lot Number

  • Committee Member (Yes or No)

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