Data sharing between GeeDee 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 once you are finished.
|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 GeeDee v2 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 previously saved file on your computer under G:\Program Files\GeeDee\Proman\Archives\ and select the file Property_Inspection_Manager.txt. then click Upload File (2).
Note: If the file does not exist then please contact GeeDee support on (08) 9364 6677 or email firstname.lastname@example.org.
|5. Confirm Success|
|A green File Upload Success message will appear near the top tabs if all ok. Error messages will display in red and will need to be resolved for a successful import.|
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 the latest file 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.|
|1. Open the property in Gee Dee|
In GeeDee, locate the relevant property, then from the Property menu (1) choose Inspection Report (2)
|2. Import the latest inspection from your computer|
Previous inspection reports (1) will be displayed at the top of the screen. Click the Inspection button (2) at the bottom, then click Yes (3) to import a copy of your latest report.
That's it for us, but don't forget to charge out the inspection and update the inspection dates.
|1. Import error message 'selected file could already exist'.|
|You will need to rename the file so that it is unique. Try incorporating today's date into the filename i.e. 03062015-Property_Inspection_Manager.txt or simply delete the existing file located in your account with the same filename and upload again.|
|2. How do I prevent duplicate properties from an import?|
|As part of the import process, PIM will automatically determine which properties already exist iand not double up your properties on subsequent imports.|
|3. What property information is imported into PIM?|
|Only the basic details such as property address, tenant, owner, rent amount, rent type and key number are used when importing.|
On subsequent imports into PIM, if the underlying data has changed, i.e. new Rental amounts or new Owner/Tenant in GeeDee, PIM will not automatically process that new information. This information will need to be manually changed in PIM for that property.