Strata Max Integration FAQs
Updated over a week ago

How do lot owner names 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 Strata Max
    โ€‹John S Investments Pty Ltd

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

Are all owners against a lot imported?

Yes that is correct, all owners will be imported into Resvu, providing the strata roll data is correct e.g. lots with multiple owners are split into contact cards and owners with multiple lots have been merged correctly.

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

You will have access to see the lot information and levy information within the site. In My Home you will be able to switch between your lots.

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.

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 Strata Max system for any changes in site details, documents and lot owners. Think of this as a data sync to ensure all the details in Resvu are updated as per Strata Max.

Soon, you'll be able to manually run the scheduler for individual sites. For example, if a document is uploaded in Strata Max, 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 Strata Max. 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 Strata Max, 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 Strata Max?

No, any changes you make to a user, site, or document are not pushed back to the Strata Max 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 Strata Max 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 Strata Max.

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 Strata Max 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 company dashboard > users, 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 imported DocMax Categories/Documents be shown?

Resident App - Imported documents will only be visible within MyHome > Documents

What specific data get's imported?

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

Sites

  • Strata Max ID

  • Name

  • Address Line 1

  • Address Line 2

  • Address Line 3

  • Post Code

  • State or Country

  • Plan Number

  • Total Lots

  • Division ID

  • CTS Number

Documents

  • Document ID

  • Title

  • Description

  • Document Expiry Date

  • Entry Date

  • File Extension

  • Document Locked (Yes or No)

  • Categories

Lot owners

  • Strata Max ID

  • Name

  • Email Address

  • Mobile Phone

  • Lot Account Code

  • Lot Number

  • Unit Number

  • Storage Space Number

  • Car Space Number

  • Committee Member (Yes or No)

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