Tip: You can navigate to specific sections in the video by selecting the Chapters icon.
Learning Objectives:
1. Summarize which resident data is synced from Condo Manager and Condo Control.
2. Explain how to perform a manual data sync on Condo Control.
3. Recall where Residents can view commerce data.
Video Script
Welcome to the Condo Manager Integration demonstration. In this video we will review how to update and sync your data and illustrate how the data appears on Condo Control. Condo Control offers one-way sync with Condo Manager, meaning resident data and commerce data will sync from Condo Manager to Condo Control.
On Condo Manager, resident data is listed under the Information section. You can then select Owner or Tenant and pick a user to view their full details. This includes information like first name, last name, and email address. On Condo Control, resident data is listed in the Unit File. Like before, you can select a user to view their details. The user’s first name, last name, email address and more will all be displayed under the User section.
Your resident data is automatically synced every night, but you can manually sync it at anytime. For example, you update Scott’s email address on Condo Manager. You can then open the Unit File, select Update From Condo Manager from the Actions menu, and click Start New Sync. Your data will now be in the queue to sync. Any outstanding changes will be synced at this time – not just the update to Scott’s email. The sync time will depend on the amount of data you have. Once the sync is complete, you will see Scott’s updated email address on Condo Control.
In addition to resident data, we sync commerce data. Owners and Tenants can view this information under My Account by selecting the Account Balance tab. Here they will see any invoices and payment generated through Condo Manager.
All commerce data syncs in real-time. For example, you create an invoice for Scott’s maintenance fees on Condo Manager. Once you save the invoice, Scott can login to Condo Control, select My Account from the main menu, open the Account Balance tab, and click Get Account Balance. The maintenance fee invoice will now be listed.
That concludes with Condo Manager Integration Demonstration. If you have any questions, please reach out to your account executive.
Notes:
The default group that owners from Condo Manager are imported to Condo Control in is the built-in "Owners" group.