You can easily transfer PIM across to another device with the PIM Cloud Dashboard.
For accounts previously using PIM Basic and now asked to upgrade to PIM Cloud, we advise saving all past inspections to the PIM Cloud. New inspections completed after the migration will automatically be uploaded to your Dashboard, but older PIM Basic inspections required manual saving. If you’re uncertain, you can log into your PIM Dashboard and review all inspections from the Inspections menu.
Step 1: Backup any previous inspections from the old device (Device A) that are not currently on the PIM Cloud Dashboard:
To save any necessary inspections, refer to our How To Guide - here.
Step 2: Share Your Settings from the Old Device (Device A):
If you have customised inspection areas or property profiles, you can transfer these settings from your old device as well. Please refer to our How To Guide - here. If you are using the default settings in PIM, there is no need to share your settings.
Step 3: Install PIM App from App Store
Next, install the PIM App from the App Store on the new device (Device B) and log in using your account details.
Step 4: Merge or Restore the Settings File to the New Device (Device B) - if you haven’t shared, proceed to Step 5
If you have shared your settings from the old device and want to restore them on the new device, refer to our How To Guide - here. (From Step 2 Download Settings).
A Restore All option should only be used on new iPads/iPhones or those who wish to begin with entirely new settings and no inspections. This action will remove all existing settings and inspections from your iPad, so please exercise caution.
Step 5: Sync Your Inspections from PIM Cloud to a New Device:
The final step is to sync your inspections from the PIM Dashboard to this device. At present, you can only sync 10 inspections at a time. Remember, you should only sync those inspections that you plan to repeat in the future. Any other inspections can be synced at any time.
We have a How To Guide for Syncing Inspections - here.