Cirrus8 Integration with PIM
The Cirrus8 integration connects your inspections and your property management in one workflow, so data flows between PIM and Cirrus8 automatically instead of being keyed in twice. It is available for PIM Premium customers.
With PIM and Cirrus8 connected, you can:
- Import inspections automatically — scheduled and ad-hoc inspections flow from Cirrus8 into PIM with property and tenant details already filled in.
- Send completed reports back with no manual transfer — finished inspections upload to Cirrus8 as PDFs automatically.
- Raise work requests on site — create a Work Request during an inspection and send it straight to CirrusFM, with multiple photos, a priority status and a detailed description.
- Notify the right people instantly — the assigned property manager is alerted the moment a work request is sent.
- See property and lease details in PIM — access Cirrus8 property and lease information during ad-hoc inspections.
The inspection type parameters and property templates in Cirrus8 are normally set up as part of your integration. To check your Cirrus8 setup, see First Time Setup in Cirrus8.
In This Article
- Video Instructions
- Activating the Integration
- Scheduling Inspections in Cirrus8
- Prepare For a Successful Import
- Import Data Into PIM
- Completing the Inspection in PIM
- Review in the PIM Cloud Dashboard Before Submitting
- Sending the Inspection to Cirrus8
- Troubleshooting
Video Instructions
Prefer to watch? The video below walks through the full Cirrus8 integration workflow. More guides are available on the PIM YouTube channel.
Activating the Integration
Setting up the integration is a quick back-and-forth. You finalise your Property Profiles and send us a diagnostics report — we handle the rest with Cirrus8 and let you know once it is live.
| 1 | Set up your Smart Property Profiles. Go to Settings > PIM Admin > Property Profiles. These reflect your most common property types — small offices, restaurants, industrial warehouses — and become the templates Cirrus8 uses when scheduling. Decide what you need and finalise them; see the Property Profile Guide. They are not locked in — you can adjust them at any time. |
| 2 | Send us a diagnostics report.This sends us your settings file and Property Profiles:
|
What happens next: we send your Property Profiles to Cirrus8, who generate your integration token. Once we receive it, we activate the integration in your dashboard and email you to confirm it is ready — so the correct profile is applied automatically whenever an inspection is scheduled.
| 3 | Turn on Cirrus8 in your settings. Once you receive our confirmation email, open Settings > Advanced > Integrations and switch on Cirrus8. Make sure Exclude Historical Inspections is turned on, so only upcoming inspections appear in the import list. |
| 4 | Quick Check Labels (optional). In PIM Admin, select your Routine or PCR inspection type and turn on the setting that ticks quick check labels by default. This saves time during the inspection. |
Scheduling Inspections in Cirrus8
With the integration active, you can schedule inspections in Cirrus8. They can be scheduled against a Lease (for tenanted properties) or against a Property (for vacant or common-area inspections). The template you choose in Cirrus8 must match a Smart Property Profile in PIM, or PIM will fall back to the default profile.
Your property templates in Cirrus8 should already be set up as part of your integration. Each template needs to match a Smart Property Profile in PIM.
Against a Lease
Open the lease in Cirrus8, locate the Lease Inspection section, and schedule using a date and a template that matches your PIM profile.
When several tenancies share the same date, give each floor or unit a unique description so PIM can schedule each one separately.
Against a Property
Open Properties, select the property code, go to Inspections, and schedule the inspection. Choose the inspection type so PIM categorises it correctly:
- Routine → Property Inspection
- Condition → Condition
- Entry or Pre-Lease → Entry / Ingoing Condition
- Exit or Post-Lease → Exit / Outgoing Condition
- Checklist or Bond → Bond Report
Make sure the Property Manager is set correctly in Cirrus8. PIM uses that manager along with the default inspector and shows both on the import screen. You can update the default inspector in PIM's inspector settings.
Prepare For a Successful Import
1. Confirm Inspectors
PIM assigns a default inspector when importing. Review and update your inspector list in PIM Admin so inspections land with the right person.
2. Set a Default Inspection Type
PIM applies your default inspection type during import. Set it in PIM Admin before running your first import.
Import Data Into PIM
| 1 | Open the Import tab at the bottom of the PIM app. |
| 2 | Pull down to refresh, then open the latest file from Cirrus8. |
| 3 | Review the list. Green marks a new property; orange marks an existing property (repeat inspection). |
| 4 | Use Filter or Sort if the list is long. |
| 5 | Tap Action and choose an import option. To import only selected properties, cancel, select them individually, then choose Import Selected. |
| 6 | Confirm the import type. PIM uses your default profile and inspection types. Tap Continue if it looks correct. |
| 7 | Note the confirmation message, then close it. |
Completing the Inspection in PIM
Your imported inspections appear under the Inspections tab. Open an inspection and complete it as you normally would, including photos and videos, then tap Submit Report. PIM generates the report and emails it to the inspector assigned to that inspection. At the same time, the report uploads to Cirrus8 automatically as a PDF, and the Cirrus8 status updates to Completed or Closed.
Prefer to review or fine-tune the report before it goes to Cirrus8? Save it to the Cloud Dashboard instead — see Review in the PIM Cloud Dashboard Before Submitting.
Once submitted, you cannot submit the report again from this screen. For changes, see Troubleshooting.
In Cirrus8 you can tick Publish to Owner or Publish to Tenant to share the report through the Owner or Tenant Portal. If these options are missing, contact Cirrus8 support to have them enabled.
Review in the PIM Cloud Dashboard Before Submitting
Would you rather check or fine-tune a report before it goes to Cirrus8 — adding notes or photos, or making changes on a larger screen? Instead of submitting straight away, you can save the inspection to the PIM Cloud Dashboard first, finish it there, and then submit when you are ready.
| 1 | In the PIM app, finish the inspection and tap Save & Preview instead of Submit Report. This saves it to the PIM Cloud Dashboard without sending it to Cirrus8. |
To stop the app uploading automatically if Submit Report is tapped by mistake, go to Settings > PIM Admin > Report Template Settings and switch Disable Reports Upload to On.
| 2 | Log in to the PIM Cloud Dashboard. Open Inspections, tap the three dots under the Actions column, and select Edit Inspection. Finalise your report notes and photos. |
Submit from the Dashboard
| 3 | On the Overview tab, tap the upload box (the upward arrow), select Submit Report, and confirm the report template. This emails the report to you and stores it in the Dashboard. |
| 4 | In the Documents list, tap the three dots next to the inspection and select Send To Integration Provider. Tap the drop-down, choose Cirrus8, and tap OK. |
Or resend from the app
Alternatively, reopen the inspection in the app under the Inspections tab and tap Submit Report. This emails the report to you and uploads it to Cirrus8.
For the full walkthrough, see Using the PIM Dashboard to Submit to Cirrus8.
Sending the Inspection to Cirrus8
Use this if you only previewed the inspection or need to resend it. If you already tapped Submit Report, the report was emailed and uploaded automatically.
| 1 | Open the inspection's Reports Folder. |
| 2 | Tap Options and choose Send to Cirrus8. |
Troubleshooting
Re-submitting a Completed Inspection
In Cirrus8, open the completed inspection and tap Edit (if available), then mark it Incomplete. This removes the PDF and returns it to Upcoming Inspections. Resubmit from PIM once it appears there again.
Sharing With Owners and Tenants
Tick the checkbox on the uploaded document in Cirrus8 to share it through the Owner or Tenant Portal. Cirrus8 must activate these portals before they are available.
Inspections Not Uploading Automatically
Automatic upload only applies to inspections imported from Cirrus8. For inspections created directly in PIM, use the manual report upload guide.
Units at the Same Address
Cirrus8 uses a Unit Code and Unit Description. PIM combines these with the property street to form the full address. Select the floor and type the unit number in the description. Only add a unit number when multiple units share an address — do not put the full address in the description or PIM will create a duplicate.
For Cirrus8 workflow or upload questions, contact support@cirrus8.com.au or call +61 1300 668 594. For PIM questions, contact support@propertyinspectionmanager.com.
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