Data sharing between REST Professional and PIM is simple for PIM Premium users. With a single tap, users can import upcoming scheduled inspections straight into PIM. Best of all, you can use our clever integration instructions to upload inspection reports in REST Professional once you are finished.
If you are running REST Professional v14 or v15 the REST import process now includes processing of "ExcludeFromInspection" fields and also will only process those marked properties with a status of 'Active'.
For this step, you will be creating a CSV file from REST Professional ready to upload to your PIM account.
|In REST, select the Others > Export Data menu. |
|In the Output box (near the top of the screen), select Excel. |
|Select name(s) from the Manager drop-down list, otherwise leave as All.|
|Type your preferred Output File Name (1) then select Browse (2) to specify where you would like the export file to be saved on your computer.|
Use a meaningful file name to make it easy to differentiate from others, especially if you work in a large office with other Property Managers. Consider including an export date and your initials. PG-PIM Inspections Import-11062015.xls
|Select Start to commence the export and create an excel (.xls) file in your chosen location.|
|From your internet browser go to www.propertyinspectionmanager.com/accounts and login with your PIM Premium Account credentials.|
|2. Go to the Import Files tab|
|Once logged in, go to the Import Files tab.|
|3. Select REST Professional Format under Product/Version.|
|Under the Add an Import File section, select REST Professional from the drop-down list.|
|4. Upload Saved export File|
|Here we will pick up your previously saved export file. Under the Upload a File field, click Choose File (1). Locate the saved file, then click Upload File (2). |
|5. Confirm Success|
|A green File Upload Success message will appear near the top tabs if all ok.|
During the import, PIM will look for matching properties from your previous inspections. If it can't find a match, the new inspection will be set up against the default Smart Property Profile assigned in Settings > PIM Admin > Smart Property Profiles.
|4. Turn on Quick Checks|
|This is at the bottom of the app.|
|Pulling down on the screen will refresh the data files. Once it appears, click to open.|
|Your properties will be listed with a colour code on the left. |
Green indicates a property PIM has not seen before, so it will be treated as a new inspection.
Orange represents an existing property so a Repeat Inspection will be created.
|When you are ready to complete the import, select the |
Note: if you only want to import some, press cancel then tap against the properties you want. This will place a check on the right. You can then choose the Import Selected option instead of Import All.
|The import will create inspections based on your default Property Profile and Inspection Types displayed in the message. If you are happy with this, tap Continue.|
|Take note of the confirmation message then tap OK to close.|