Property Management Software Support - PropertyMe Instructions for PIM
Data sharing between PropertyMe and Property Inspection Manager is simple for PIM Premium users. With a single tap, users can import upcoming scheduled inspections straight into PIM.
Importing from PropertyMe into PIM involves three steps;
(1) Exporting your Inspections from PropertyMe to a (xlsx) file,
(2) Uploading the file (xlsx) 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 PropertyMe.
Before you Start (First Time Only)
The PropertyMe import relies on information in PIM Settings on your iPad 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.
When you are ready to go, follow the rest of the instructions below.
STEP 1: Export your data out of PropertyMe
1: In PropertyMe go to the Dashboard, select Reports and then Property Key List Reports
2: In the Property Key List Report screen click on the header "Labels" "..." (3 dots) > then select Columns > and tick ALL the fields from the dropdown menu:
3: Then to export your properties tap File > Export > Export Excel
4: Save the file to a known location, ie. to your desktop and give it a name "PropertyMe-6122018.xls"
STEP 2: Upload XLS file to your PIM account
1: 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.
2: Select the Import Files tab. If there are any existing .xlsx files from previous upload, just tap Delete to remove any old ones and click OK.
3: 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 PropertyMe-6122018.xlsx
4: Select PropertyMe from the "Select the Product/Version" drop-down button since you are using the Property Management System of PropertyMe shown below.
5: Click Upload File. The file will convert to a .CSV file after your upload it.
6: 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. PropertyMe-6122018.xlsx or simply delete the existing file located in your account with the same filename and upload again.
STEP 3: Download Import file into PIM on the 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 PropertyMe.
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.
STEP 4: Uploading your Report to PropertyMe
- Open PropertyMe and navigate to the Property > from the Tenant field tap on the Attach symbol (paperclip) > browse to your Inspection Report that you saved out of your Email > then select 'Upload and show in client access' or 'Upload and hide from client access' depending on whether you need the report to show in the PropertyMe portal.
Upload and show in client access - will allow the access to your Report from the Client Portal
If you experience any problems or have questions about the new PropertyMe Data Import process, please contact PIM Support.