|You will need a little initial help configuring RP Office to prepare a report so please contact Support@propertyinspectionmanager.com|
Once RP Office is configured, export your data from RP Office into Excel (or XLS) format using the provided instructions.
Open the recently downloaded XLS file in Excel then select File > Save As ... > and under Format choose Comma Separated Values (.csv) then click Save.
The data is now in the correct format ready for upload to PIM in the next step.
|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. Delete previous import files|
|If there are any existing .CSV files from the previous upload, just tap Delete to remove any old ones and click OK. |
|3. Select Generic Format under Product/Version.|
|Under the Add an Import File section, select Generic Format from the drop-down list.|
|4. Upload Saved CSV File|
|Here we will pick up your previously saved CSV file iPad_PIM_TX.csv (or the filename you used during the export stage). Under the Upload a File field click Choose File (1) and locate the saved file, then click Upload File (2). |
|5. Confirm Success|
|A green File Upload Success message will appear near the top tabs if all ok.|
Note: 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. Dec_Inspections.csv or simply delete the existing file located in your account with the same filename and upload again.
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 > Property Profile Manager.
|4. Turn on Quick Checks|
|This is at the bottom of the app.|
|Pulling down on the screen will refresh the data files. Once your latest file appears, click 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.|