Generic Instructions (Import via CSV)

Generic Instructions With PIM

Don’t use one of the more common property management systems? No worries! If you can export your data as a .csv file, you can follow these generic instructions to import your property information into PIM.

When importing, PIM will use basic details—such as property address, tenant and owner emails and phone numbers, rent amount, rent type, and key number—wherever possible for new properties.

• Export Data from your Property Database
• Upload CSV file to your PIM Online Account
• Prepare For a Successful Import
• Import Data Into PIM
• Complete the Inspection

You will need to prepare your property data into a CSV file format to allow import into PIM.  Let's look at how to do this.

1. Download our sample CSV formatted file

Download our attached sample file and save to your computer.

2.  Add your property data to the CSV file.

Save your property data into the CSV file. Use the sample data as a guide to ensure formats including dates match and column headings remain unchanged. (Format or heading errors will prevent a successful upload to PIM)  Street, Suburb and State columns are mandatory, but all other columns are optional.  We have also added an additional column for your Inspection Type.  Valid values are Routine, Entry or Exit Note: once you have added your own data in the correct formats, you can remove our sample lines.

3.  Rename CSV file with a relevant file name.

It is best to rename the file to reflect when the export was performed (i.e. 29082020-Property.csv which shows that it was performed on 29th August 2020). This may help when you need to perform future exports and also distinguish your import files later in PIM.

You will need to upload the new file to your online account before it can be used within the PIM app on your IOS device.

1.  Login to your PIM Online Account

From your internet browser go to https://app.propertyinspectionmanager.com/ and login with your PIM Premium Account credentials.

2. Go to the Import Files menu

Once logged in, go to the Import Files menu.

3. Select Generic Format under Product/Version.

Under the Add an Import File section, select Generic Format from the drop-down list.

4. Upload Saved CSV File

Here we will pick up your previously saved CSV file.  Under the Upload a File field click Choose File (1) and locate the saved file, then click Upload File (2).

5. Confirm Success

If your upload is successful, a green File Upload Success message will appear at the top of the screen.

The import relies on information in PIM Settings so it is important to know how yours is set up.

1. Set Up Smart Property Profiles

Smart Property Profiles are a way to quickly set up inspections for the most common property types of your portfolio, such as a five bedroom, three bathroom house.  With a little initial set up in Settings > PIM Admin > Smart Property Profiles, the Types of Properties you use in your existing property management system can be duplicated in PIM to allow for a seamless import. This will save a lot of time adding or removing rooms later during the inspection. See the Smart Property Profiles Guide for more information.

2. Set Up Inspectors

Inspections will be imported against the default inspector in PIM which is always the first one listed.  You can edit these inspectors in Settings > PIM Admin > Inspectors. See the Adding Inspectors Guide for more information.

3. Assign an Inspection Type

If no Inspection Type has been set in the CSV file, PIM will use the default in Settings. You can also change the default in PIM Settings > PIM Admin > Default settings > Inspection Type. See the Inspections & Inspection Types Overview for more information.

4. Turn on Quick Checks

Another time-saving feature is to have the quick check labels always ticked by default.  To set this default go to Settings > PIM Admin > Routine or PCR inspections and toggle the 'Quick Check Always Ticked' to On position. See the Customised Settings Guide for more information.

PIM imports property data from the online account sing the import process below.

1. Navigate to the Import tab.

This is at the bottom of the app.

2. Import the latest files from your online account.

Pulling down on the screen will refresh the data files.  Once it apears, click to open.

3. View imported inspections.

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.

4. Filter and Sort if required.

If your imported list includes a large number of properties, you can make it easier to navigate by using the Filter or Sort options.

5. Import the inspections.

When you are ready to complete the import, select the Action button (1) then choose one of the Import options (2).   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.

6. Confirm the import type.

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.

7. Close the PIM File Import message.

Take note of the confirmation message then tap OK to close.

After importing, your scheduled inspections will be available under the Inspections Tab.

Go ahead and complete the inspection in the usual way by adding notes and photos then Submit Inspection when done. 

See our range of Inspection Guides for more information or contact PIM Support.