Objective: Provide an overview of the activation and management of the Vantaca/HomeWiseDocs API.
Vantaca is integrated with HomeWiseDocs by one of our APIs. Various endpoints are available that can retrieve basic or advanced Homeowner Account information and Association information. The capability to update fields in Vantaca via the API isn't currently supported but we do offer the ability to attach documents to a homeowner's account. If you'd like more information about which endpoints are available, please contact our Vendor Support Team.
Setup and Configuration
First, you can email email@example.com to request HomeWiseDocs API credentials. The Vantaca team will create an API User for HomeWiseDocs to use and whitelist any necessary IP addresses. You will need to pass this information along to HomeWiseDocs.
Once HomeWiseDocs receives the user information, you will need one additional piece of information from HomeWiseDocs to fully activate your interface within Vantaca. Contact your HomeWiseDocs representative and request the Property Management (PM) Code for your company.
Once you have this PM Code, we can finish setting up your HomeWiseDocs user. Email the Property Management (PM) Code to firstname.lastname@example.org and we will activate your Homewise Interface.
Once activation is complete, you will be able to access the Closings tab. Access the Closings tab by navigating to Association > Additional Info.
Various information fields that will be transmitted to HomeWiseDocs can be viewed and edited by expanding the various group menus in the Closings Tab.
Also, ensure that the Association's Insurance information is up to date by navigating to Association > Insurance.
From this screen, insurance information can be viewed and edited with the Edit button, or added with the + New Insurance button.
Exporting Association Insurance Information
It's also possible from this page to export the Insurance information for this Association, or for All Associations in your Portfolio. Simply click the Appropriate button on the Association > Insurance page as seen in the screenshot above. This is optional, but can proof helpful when auditing your data later.
Once this is complete, data will be transmitted through the API between Vantaca and HomeWiseDocs when initiated by a request through HomeWiseDocs.
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