The PMX integration enables seamless synchronisation of properties within PMX directly into Vault, linking both the occupier and the landlord. Below is a step-by-step guide on how the integration functions once it has been set up.
To utilise the integration, you will need a commercial-specific account or have the commercial features enabled in your Vault account.
Contents:
How does the integration work
Step by step
Before proceeding, ensure that the staff configuration has been applied. Go to Office Integrations > PMX > Staff Configuration. Once there, we can match the PMX Manager with the correct Vault staff member. If you have a new staff member, please make sure they are configured.
1. Once the integration has been set up, we can then select the buildings within PMX to populate into Vault. This can be done by going into Office Integrations > PMX
2. Click on Building Configuration
3. We are then able to tick your desired building(s) you would like to fetch from PMX into Vault
4. Click Save once selected
If a new building has been added to PMX, you will need to follow the above process to enable Vault to retrieve the building data.
5. Once the above settings are configured, Vault will sync any updates to the selected building every hour. At any time, you can view the most recent data sync and check the PMX connection, as shown below:
6. Once the data has synced, we can search and navigate to the building within Vault. Within the building, we can see the attached individual strata properties, view the stack plan, and view the deals attached