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RP Office Integration With PIM

Data sharing between RP Office and PIM is simple.  With a single tap, users can import upcoming scheduled inspections straight into PIM.  You can import data including Inspection Dates, Property, Owner and Tenant details. 

This integration is only available to PIM Premium customers, so please contact our support team to upgrade your plan.

• Export Data from your RP Office
• Upload CSV file to your PIM Online Account
• Prepare For a Successful Import
• Import Data Into PIM
• Complete the Inspection

You will need to export and convert data ready for import into PIM.  Let's look at how to do this.

You will need to upload the new file to your online account before it can be used within the PIM app on your IOS device.

1.  Login to your PIM Online Account

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.

The import relies on information in PIM Settings so it is important to know how yours is set up.

1. Set Up Smart Property Profiles

Smart Property Profiles are a way to quickly set up inspections for the most common property types of your portfolio, such as a townhouse.  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. With a little initial set up, the types of properties you use in RP Office can be duplicated in PIM to save a lot of time adding or removing rooms later during the inspection. See the Smart Property Profiles Guide for more information about how these are used.

2. Set Up Inspectors

Inspections will be imported against the default inspector in PIM which is always the first one listed.  You can edit these inspectors in Settings > PIM Admin > Inspectors. See the Adding Inspectors Guide for more information.

3. Assign a Default 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 you are needing to set up for Condition Reports instead. See the Inspections & Inspection Types Overview for more information.

4. Turn on Quick Checks

Another time-saving feature is to have the quick check labels always ticked by default.  To set this default go to Settings > PIM Admin > Routine or PCR inspections and toggle the 'Quick Check Always Ticked' to On position. See the Customised Settings Guide for more information.

PIM imports the latest property data (previously uploaded .csv) from the online account using the import process below.

1. Navigate to the Import tab.

This is at the bottom of the app.

2. Import the latest files from your online account.

Pulling down on the screen will refresh the data files.  Once your latest file appears, click to open.

3. View imported inspections.

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.

4. Filter and Sort if required.

If there are a large number of properties in the imported list, you can use the Filter (1) or Sort (2) options to make things easier to view.

5. Import the inspections.

When you are ready to complete the import, select the Action button (1) then choose one of the Import options (2).   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.

6. Confirm the import type.

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.

7. Close the PIM File Import message.

Take note of the confirmation message then tap OK to close.

After importing, your scheduled inspections will be available under the Inspections Tab.

Go ahead and complete the inspection in the usual way by adding notes and photos then Submit Inspection when done 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. 

See our range of Inspection Guides for more information or contact PIM Support.