Property Management Software Support - RealPro Instructions for PIM

Great news! Data sharing between RealPro and Property Inspection Manager is available for PIM Premium users. If you are not using the latest PIM version or would like to upgrade your account to PIM Premium, contact support. You can import data including Inspection Dates, Property, Owner and Tenant details. 


Importing from RealPro into PIM involves three stages;


(1)  Exporting your Inspections from your Tenant List in RealPro to a (csv) file,

(2) Uploading the file (csv) to our secure and confidential website using your PIM Premium login credentials,  

(3) Download Import files into PIM on the iPad,


In this guide we will also walk you through;

(4) Uploading your reports into RealPro. (Coming Soon)


Important Note: 


STEP 1: Export your data out of RealPro

  • In RealPro go to the Main Menu, select Master Files and then Specifications
  • In the Specifications screen click on the Parameters tab
  • Then select PIM from the dropdown menu
  • Then to export your properties from the Main Menu select Tenant Lists
  • From Tenant Lists select Inspections
  • To select ALL Properties to be exported fill in the ranges as follows:

 Where the From date is blank and the To date is 2 weeks from now.  We would recommend max export of 14 days.

  • A list of all properties will then be displayed
  • Click on the Filter dropdown and select All
  • Double click to deselect any properties that you do not want to export
  • Click on the  button
  • A comma delimited export file will be created in the Generic PIM format
  • A message will appear telling you where the file has been created named iPad_PIM_TX.csv.  Take note of the saved location as this is the file that is then uploaded to your PIM account as per Step 2.



STEP 2: Upload CSV file to your PIM account

  • On a computer go to www.propertyinspectionmanager.com and log in using your PIM Premium account details.  This is the same Email and Password you use to log in to PIM on your iPad.

  • Select the Import Files tab.  If there are any existing .CSV files from previous upload, just tap Delete to remove any old ones and click OK.

  • Select Browse/Choose File (depending on whether which browser you are using) and then navigate to the location you saved the file as mentioned in Step 1 and select the file iPad_PIM_TX.csv
  • Select  RealPro from the "Select the Product/Version" drop-down button since you are using the Property Management System of RealPro shown below.
  • Click Upload File.

  • If an error appears such as the selected file already exists you will need to rename the file so that it is unique. Try incorporating today's date into the filename   i.e. 28112018-iPad_PIM_TX.csv or simply delete the existing file located in your account with the same filename and upload again.

STEP 3: Download Import files into PIM on the iPad

Before continuing, ensure you have completed Step 2.

  • Open PIM and ensure you are logged into your PIM Premium account.

  • Before importing any properties into PIM make sure you have completed the following steps:
    • Check the Default Inspector is at the top of your inspectors list via Settings > PIM Admin > Inspectors. The PIM app will automatically associate the default Property Manager/Inspector in PIM against new Properties imported. To change the Default Inspector simply click Edit and then using the small bars move the desired Inspector to the top position and then click Done to save. The new Default Inspector is now ready.
    • Select your Default Property Profile for Import and check all the Inspection Areas you need are included via Settings > PIM Admin > Property Profiles. Property Profile is a best fit or average layout for your Properties or Inspections (including custom callouts i.e. Maintenance Required/Suggested Improvements). We suggest that if the Property Profile say has 3 Bedrooms and then for a specific Inspection if there are only 2 bedrooms, it’s quicker to delete the extra bedroom than add a bedroom. 
    • Check out -  Setting up Property Profiles in PIM if you need more assistance. Configuring Property Profiles can be done in the PIM app via Settings > PIM Admin > Property Profiles
    • Set the correct Inspection Type via Settings > PIM Admin > Inspection Type. Note the default Inspection Type is Inspection Report. 
    • Set 'Quick Check Always Ticked' in Settings > PIM Admin if you require all quick check labels to be automatically ticked 'on'.

  • Click the Imports tab area and turn your iPad device so it is in landscape or horizontal mode.

  • Tap Import Data in the top left.  (Hint: We recommend you delete any existing import files from this list by using the Edit option to avoid confusion, especially if you always save your new RealPro export file with the same file name. Don't worry - deleting a file from here will NOT affect your inspections.)

  •  Click the Refresh button ( ) at the bottom and click Ok to starting downloading the files.

  • Once the files are processed tap on Import Files again and tap on your most recent property file.  There are two steps to an import so use the toggles to select.
    • Show New properties are those properties that have not previously been imported into PIM.  The import will create a new inspection using the default Property Profile for Import.
    • Show Existing Properties With Updated Information are those previously imported properties that contain updated information from RealPro and contain a newer Inspection Date. When importing updated properties, PIM will automatically perform a 'Repeat Inspection' on these selected properties and a new Inspection will be created with updated Inspection Dates and include related updated tenancy data. The previous Inspection Area layout is preserved and any history notes are associated with that Inspection. We never update existing Inspections for safety and auditing reasons and to preserve the history of that Inspection in the app. 


To filter only properties assigned to yourself or the default Inspector toggle Show Only Default Inspector

  • In the top right corner, tap the Action button ( ) and then either select Import Selected or Import All  (If the Action button is not visible, try restarting the app). This will begin creating the new inspections (as selected) in PIM. Wait a few moments and when finished all your properties will now be available in the Inspections tab area.


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.


If you experience any problems or have questions about the new RealPro data Import process, please contact PIM Support.