| Download our sample file here and save to your computer. |
|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.
Note: once you have added your own data in the correct formats, you can remove our sample lines.
|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.|
|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 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|
|A green File Upload Success message will appear near the top tabs if all ok.|
|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 apears, 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.|