Property Management Software Support - Liquid Palace Instructions for PIM
Data sharing between Liquid Palace and Property Inspection Manager is simple for PIM Premium users using PIM v3.6.6 or greater. . With a single tap, users can import upcoming scheduled inspections straight into PIM and then automatically upload their Routine/Cleaning-Maintenance or Tenant Inspection reports back into Liquid Palace.
There are just two simple stages in the data sharing process
(1) Import Data to PIM from Liquid Palace
(2) Upload your reports to Liquid Palace.
However, initially you will need to do a little basic set up between PIM and Liquid Palace by following the "Before you Start" section below
Before you Start (First Time Only)
The Liquid import relies on information in PIM Settings on your iPad so it is important to know how yours is set up.
- Request your Integration authentication Login from Palace Support -You will need to email Palace Support and request a specific authentication login for PIM integration, (this is different to your Palace Login and has to be specifically requested from Palace) they will then issue you with a login Email and Password. Please copy and paste this into an email to PIM Support.
- Enable Liquid Palace Integration from the iPad - Once we have created your API from your login details, and advised you that we have uploaded the file, you need to enable the Liquid Palace Integration from the iPad. If you can navigate to Settings > Advanced, Integrations About the App > then tap Enable Palace (BETA). Once PIM validates the login details your name will be displayed above. Select if you would like to import 14 or 28 days in advance. We recommend using 14 days.
- 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 Managers/Agents names in Palace must match EXACTLY the Inspector Names in the PIM app on the iPad for the "upload" to be successful. If they don't then you can add/edit them in PIM by navigating to PIM Settings > PIM Admin > Inspectors > then Add /Edit Inspectors names to match exactly the data in Liquid Palace. If the names don't match exactly the upload will fail however you can manually attach the report in Liquid Palace.
- 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.
Step 1: Import Data To PIM From Liquid Palace
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 Liquid Palace.
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 2: Uploading your reports into Liquid Palace
The generated Routine/Cleaning-Maintenance or Tenant Inspection reports will now be automatically uploaded to Liquid Palace whenever you use Submit Inspection. This process will upload the PDF only.
Please note that only those inspections who have been directly imported from Liquid Palace and Property Manager/Agents in Liquid Palace matching an existing Inspector on the iPad will have their reports uploaded. If you have entered an Inspection manually in the PIM app, or the Property Manager/Agents name does not existing Inspector on the iPad, unfortunately, this is unable to be pushed back into Liquid Palace automatically however you can easily upload the generated reports manually. Find out more about uploading reports into Liquid Palace in our guide - Uploading Reports Into Palace. Also due to attachment limits imposed by Liquid Palace, only Routine/Cleaning-Maintenance or Tenant Inspections can be uploaded to Liquid Palace and not Property Condition Reports at this stage. You can, however, choose to upload the report manually using the previous link (Uploading Reports Into Palace).
If you have accidentally chosen Preview Inspection, no need to worry as you can still upload your generated Routine/Cleaning-Maintenance or Tenant Inspection report back to Liquid Palace. Simply open the Report or Document Folder (at the top of the screen) for that Inspection, tap Options and Send to Palace. See below.
If you experience any problems or have questions about the new Liquid Palace Data Import process, please contact PIM Support.