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
โJohn S Investments Pty LtdName in ResVu
First: John
Last: S Investments Pty Ltd
Are all owners against a lot imported?
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?
In this scenario, an owner/user is associated to all the lots they own within a scheme/site. They can switch between lots when viewing Levy information or submitting requests.
What happens to users who own multiple lots across different sites?
When imported across different sites, owner/users can access multiple sites (including the MyHome section for the additional lot) by switching sites within the resident application.
Can manually added/signed-up users get linked to lots to view Levy information?
No, the only user who can access the MyHome section and lot levy information 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.
What happens when someone updates their details in PIQ
Every 24 hours the scheduler will run, our system will then 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?
Every 24 hours the scheduler will run, the Resvu system will then see there's a new User ID against the lot. As such, the Resvu system will 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.
Are strata managers automatically assigned to imported sites in Resvu?
Strata Managers are automatically assigned as the 'primary site manager' to their respective sites in Resvu. This allows easy filtering within Managers Dashboard, Account Site Table and MyPortfolio. Please note, this will only update for 'existing' admins in Resvu.
The integration doesn't create 'new' admins in Resvu or apply/change their admin access to sites within Resvu. This is the responbility of 'company admins' as there are unique scenarios for site access within portfolios which can't be automated.
Where will documents from PIQ be shown?
Resident App & Resident Portal
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)
Levy Balances
Levy Notices