Casavi

With the Casavi integration, you can use properties, units and contacts from Casavi in deep.rent and upload finished protocol PDFs back to Casavi.

Requirements

  • An active deep.rent account
  • An active Casavi account
  • API key and API secret from the Casavi connectivity team
  • Internet connection during initial setup and synchronisation

What the connector does

  • Connects Casavi securely to the Protocol app through our backend.
  • Properties, units and contacts are synced and offered for selection under Objects.
  • Units are linked to their parent property (hierarchy via parentObjectId).
  • Relationships between objects and contacts (e.g. owner, tenant) are recognised and mapped.
  • Protocols are uploaded as PDFs from the Protocol app to the relevant property or unit in Casavi (asynchronously via jobId).
  • Imported data typically includes:
    • Object data (address, type, hierarchy)
    • Contact data (name, email, phone)
    • Contact links via responsibilities and contracts

Technical notes

  • Your API key and secret are processed server-side only and stored encrypted. They are not shown in the app.
  • All Casavi access goes through secured backend endpoints.
  • The integration uses least-privilege permissions:
    • Read contacts, properties and units
    • Write (upload) documents
    • No delete or modify of existing data in Casavi
  • Sensitive data is not logged or stored in plain text.
  • Access is org-scoped and protected by authentication and role checks (admin/owner for credentials).
  • All connections use HTTPS.

Setup in Casavi

  1. Contact the Casavi connectivity team to obtain API key and secret for the integration.
  2. Manager API documentation: api.mycasavi.com/v1/docs/manager

Setup in the Protocol app

  1. Open Settings → Integrations.
  2. Select Casavi.
  3. Enter your API key and API secret.
  4. Save the connection.
  5. Run Sync from Casavi so data is available in the app.

After connecting

  • Updated master data from Casavi is synced into the Protocol app.
  • Select imported properties or units under Objects and create protocols.
  • Finished protocol PDFs are uploaded to Casavi automatically after completion (when the object is linked).

Troubleshooting

  • Connection failed: Check API key and secret and reconnect.
  • No data visible: Run a manual sync and verify properties and units exist in Casavi.
  • Incomplete contacts: In Casavi, verify responsibilities and active contracts are maintained.
  • PDF upload: Upload is asynchronous; a jobId in the response means Casavi is processing the document.

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