Generic Property Data Instructions
Don't have one of the more common property management systems? That's ok. If you can extract data as a .csv file, then you can use these generic instructions to import your property data into PIM.
Basic details such as property address, tenant and owner email and phone, rent amount, rent type, key number are used when importing into PIM for new properties where possible.
Importing from property data involves three stages;
(1) Exporting the properties from your property database,
(2) Uploading the files to our secure and confidential website using your PIM Premium login credentials, and finally
(3) Import data to PIM on your iPad.
Before you Start (First Time Only)
The import relies on information in PIM Settings so it is important to know how yours is set up.
- Default Inspector - PIM will choose an Inspector to attach to the new inspection. By default, it will select the first person listed in Settings > PIM Admin > Inspectors.
- Property Profile - 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 Property Profile assigned in Settings > PIM Admin > Property Profile Manager. Check out the Setting up Property Profiles in PIM guide to understand more about how these are used.
- Inspection Type - Routine Inspections are the most common type of inspection performed and will be the default for imports. However, you can change this in Settings > PIM Admin > Inspection Type if your are needing to set up for Condition Reports instead.
- Quick Checks - 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 connected to the internet.
(1) Export Properties From Your Property Database
Step 1: Download our sample CSV formatted file by right-clicking on this link and save to your local PC/Mac.
Step 2: Edit the property file and incorporate your property data according to that format specified. Ensure the column headings are untouched as modifying the column headers will prevent the file from being uploaded into PIM correctly. Only the Street, Suburb and State columns are required, all other columns are optional. Please ensure any dates are entered as per the samples i.e. 12/06/14 to indicate 12th June 2014. The sample data can be safely removed as it is merely a guide for the required formats.
Step 3: Once finished editing the property file you may wish to rename this file to reflect when the export was performed, i.e. 29012019-Property.csv which shows that it was performed on 29th June 2015. This may help when you need to perform subsequent exports and also distinguish your import files for Step 3.
(2) Upload Files to Your PIM Online Account
Step 1: Open Internet Explorer (or the browser you currently use) and go to http://www.propertyinspectionmanager.com/accounts and enter your PIM Premium Account credentials from signup.
Step 2: Select the Import Files tab.
Step 3: From the Select Product/Version list, select Generic Format.
Step 4: Click Choose File (1) to locate and select the saved data file from your computer, then Upload File (2).
If successful, a green message will appear on the screen. Errors will appear in red. If an error appears such as the selected file could not be uploaded, only files with the following extensions are allowed; csv txt could you please rename the file so that it contains a file extension of .CSV, i.e. 29062012-Property.csv.
(3): Import Data To PIM On Your iPad
1: Tap the Import tab at the bottom of the PIM screen.
2: Tap Import Data in the top left corner of the new screen.
3: Pull your finger down the left side of the screen to refresh with the latest inspection data from your property management system.
4: Properties ready to import will be colour coded with a green or orange bar on the left.
Green - First time inspections for PIM. Will be imported using the default property profile
Orange - PIM has recognised this property already exists on the iPad and will use the last inspection to create a duplicate or "repeat inspection" which retains the property layout and previous inspection notes.
If you have a large number of inspections in the import list, you may also want to use one of the filter or sort options in the top right corner.
5: When you are ready to complete the import, tap the Action Icon (1) in the top right, then Import All or Import Selected as required.
6: Tap Continue.
7: Tap OK to confirm successful import. Your new inspections have now been imported and are ready to go in the inspections tab.
Your new inspections will now be ready to go in the Inspections tab. You can now go ahead and complete the inspections as they fall due. Remember to complete the inspection by using Submit to send a copy of the report to your email. Don't forget to save a copy to your computer where you can find it.