This guide will walk you through setting up the connection between StrataMax and resvu.

There are some things you need to have before progressing with this guide. You will need to reach out to your support team from either accounting software to obtain these things; we cannot provide them for you.

You will need to have the correct permissions set in order to integrate your platforms. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that integrations have full access selected.

Once you have completed your prerequisites above, login to the admin portal and select settings, then integrations. Look for your chosen platform under available platforms and click on it.

Here you will see the fields to enter in the prerequisite information you have already collected.

Please enter the base URL and API key into the right fields and click Save. This will initiate the connection between resvu and StrataMax.

You should now see the obfuscated prerequisite details, along with date you initiated the connection - there should also be a green label reading Connected to indicate that this connection is now active and working.

There is also an edit button should your details change, and you need to rectify these.