Property Management Software Support - Palace (Realbase) Instructions for PIM


Great news! Data sharing between Palace and Property Inspection Manager is available for PIM Premium users. If you are not using the latest PIM version or would like to upgrade your account to PIM Premium, contact support. You can import data including Inspection Dates, Property, Owner, Tenant and Lease details.


Importing from Palace into PIM involves three stages;

(1) Export properties from Palace, 

(2) Uploading the file (HTML) to our secure and confidential website using your PIM Premium login credentials,  

(3) Download Import files into PIM on the iPad.




Watch the video here or via the PIM YouTube Channel or follow the written instructions below.





(1) Export Properties From Palace


PIM will be able to download property information from Palace. How often you choose to do this property update into PIM after the first time will be up to you depending on how often lease details change or how many new properties have been added to your system.  Most PIM users tend to do this monthly.

Step 1: Login to Palace than from the top menu bar select Control > Mail Merge > Tenancies.   

Step 2: In the Mail Merge window, select Create Mail Merge.

    

Step 2: In the Field Selection Screen ensure the following fields are selected then click OK.  (Note: You will only need to select these once as Palace will remember your selection in future mail merges.)

Step 3: Save the file locally to your computer.  You may like to include a date reference in the file name to make it easier to locate later.  


Step 4: Once the file has been saved, click Ok in the File Created window to confirm.  

You are now ready to load your property data to your PIM account.  



(2) Upload File To Your PIM Online Account


The next step is to upload the CSV file to your PIM online account in order for you to download onto the PIM App on your iPad later.


Step 1: Visit www.propertyinspectionmanager.com and tap the green Sign Up/Login button.

Step 2: Enter the Email and Password linked to your PIM Premium account.


Step 3: Once logged in, click the Import Files tab.



Step 4: Select Palace V2 from the Product/Version options, then click Choose File to locate and select the previously saved CSV file from your computer. Once displayed, select Upload File

A successful import message will be displayed in green above the file list, Once uploaded, your file will be displayed in the table and a green successful message box will appear above.  You are now ready to the final import on your iPad.


(3) Import Files Into PIM on the iPad


The final stage of the import is to download the property data to PIM. Make sure you have followed Stages (1) and (2).  Make sure you have opened PIM and you are logged in. Remember also that the import function is only available for PIM Premium accounts.


Step 1: Check the following in PIM to make sure your data import goes smoothly;

  • Check the Default Inspector is at the top of your inspectors list via Settings > PIM Admin > Inspectors. The PIM app will automatically associate the default Property Manager/Inspector in PIM against new Properties imported. To change the Default Inspector simply click Edit and then using the small bars move the desired Inspector to the top position and then click Done to save. The new Default Inspector is now ready !!.
  • Select your Default Property Profile for Import and check all the Inspection Areas you need are included via Settings > PIM Admin > Property Profiles. A Property Profile is a best fit or average layout for your Properties or Inspections (including custom callouts i.e. Maintenance Required/Suggested Improvements). We suggest that if the Property Profile say has 3 Bedrooms and then for a specific Inspection if there are only 2 bedrooms, it’s quicker to delete the extra bedroom than adding a bedroom. 
  • Check out -  Setting up Property Profiles in PIM if you need more assistance. Configuring Property Profiles can be done in the PIM app via Settings > PIM Admin > Property Profiles
  • Set the correct Inspection Type via Settings > PIM Admin > Inspection Type. Note the default Inspection Type is Inspection Report. 
  • Set 'Quick Check Always Ticked' in Settings > PIM Admin if you require all quick check labels to be automatically ticked 'on'.
  • Make sure your iPad is in horizontal mode rather than landscape.


Step 2: Tap the Import tab at the bottom of the PIM screen.


Step 3: Once in the Import screen, tap Import Data in the top left corner.


Step 4: Tap the Refresh Icon (the circular arrow) in the bottom left corner then OK in the pop-up window to start the download.


Step 5: Tap on the latest data file.


Step 6: Use the toggles to select New Properties (1) or Existing Properties With Updated Info (2).  Properties available for import will be displayed at the bottom of the screen.  You can tap to select specific properties or select all.

  • Updated properties are those previously imported properties that contain updated information from Property Tree and contain a newer Inspection Date. When importing updated properties, PIM will automatically perform a 'Repeat Inspection' on these selected properties and a new Inspection will be created with updated Inspection Dates and include related updated tenancy data. The previous Inspection Area layout is preserved and any history notes are associated with that Inspection. We never update existing Inspections for safety and auditing reasons and to preserve the history of that Inspection in the app.
  • To filter only properties assigned to yourself or the default Inspector toggle Show Only Default Inspector.


Step 7: Tap the Action Icon (1) in the top right, then Import All or Import Selected (2) as required.


Step 8: Tap Continue to create a new inspection template based on the default Property Profile, or tap one of the other Profile options.


Step 9: Tap OK to confirm successful import.


Step 10: Your new inspections will now be displayed in the Inspection List from the Inspections Tab.  Go ahead and complete the inspection in the usual way by adding notes and photos.  Remember you will need to Submit your inspection at the end.



Additional Information

Don't forget to update inspection details in Palace later following your normal office processes.


If you experience any problems or have some questions please contact PIM Support.

 

New properties are those properties that have not previously been imported into PIM.