|RealPro Integration With PIM|
Data sharing between RealPro and Property Inspection Manager is simple for PIM Premium users. 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.
- Export Data from RealPro
- Upload CSV file to your PIM Online Account
- Prepare For a Successful Import
- Import Data Into PIM
- Complete the Inspection
For this step, you will be creating a CSV file from RealPro ready to upload to your PIM account.
|1. 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|
|2. 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
|3. Click on the Filter dropdown and select All. Double click to deselect any properties that you do not want to export|
|4. Click on the button|
|5. A comma-delimited export file will be created in the Generic PIM format|
6. 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 in Step 4 below.
Upload CSV file to your PIM Online Account
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|
|2. Go to the Import Files tab|
Once logged in, go to the Import Files tab.
|3. Select RealPro Format under Product/Version.|
Under the Add an Import File section, select RealPro from the drop-down list.
|4. Upload Saved export File|
|Here we will pick up your previously saved export file. Under the Upload a File field, click Choose File (1). 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.|
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.
|Prepare For A Successful Import|
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 five bedroom, three bathroom house. |
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 > Smart Property Profiles.
See the Smart Property Profiles Guide for more information.
|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.|
|3. Assign a Default Inspection Type|
|During the import, PIM will use the Default Inspection Type. You can change this in Settings > PIM Admin > Default settings > Inspection Type.|
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 property data from the online account sing 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 it 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.
See our range of Inspection Guides for more information or contact PIM Support.