Liquid Palace Integration With PIM
Data sharing between Liquid Palace and Property Inspection Manager is simple for PIM Premium users. 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.
- First Time Set Up
- Prepare For A Successful Import
- Import The Latest Scheduled Inspections to PIM
- Complete the Inspection In PIM
- Upload Inspection Report To Liquid Palace
|First Time Set Up|
Integration relies on some inital set up in PIM Settings on your iPad or iPhone. You only need to to do this once.
|1. Request Your Integration Authentication Login From Palace Support|
|Contact Palace Support to request an authentication login for PIM integration. This is different to your Palace Login and has to be specifically requested from Liquid Palace. They will then issue you with a login Email and Password. Please send these details by email to PIM Support so we can do the back end set up of your Liquid Palace API for your PIM account.|
|2. Enable Liquid Palace Integration from the device|
|Once PIM support has notified you that the API has been linked to your account, you need to enable the Liquid Palace Integration in PIM settings on the device. To do this, go to Settings > Advanced, Integrations About the App, then tap Enable Palace. Once PIM validates the login details your API details will be displayed in the blue band above. |
|3. Select the preferred period for upcoming inspections|
|Inspections marked as Scheduled in Liquid Palace will be imported either 14 or 28 days in advance. Tap to select your preference. We recommend using 14 days.|
Import the latest scheduled inspections to PIM.
The latest inspection data (for your pre-defined period established in the initial set up) will always be available for download into your PIM app on your iPhone or iPad using the import process below.
|This is at the bottom of the app.|
|Pulling down on the screen will refresh the data files. Once it 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.|
|Complete the Inspection in PIM|
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. This will automatically upload a PDF copy of the report into Liquid Palace.
Note: Only inspections initially imported from Liquid Palace into PIM will have the report automatically uploaded back to Liquid Palace upon completion. For manual instructions, see the next section.
If you have accidentally chosen Preview Inspection, simply open the Report or Document Folder (at the top of the screen) for that Inspection, tap Options (1) and Send to Palace (2).
|Manually Uploading Inspection Reports to Liquid Palace|
If inspections were created manually in PIM, or where an error such as an Inspector Name mismatch has occurred, you will need to manually upload the finished inspection report into Liquid Palace.
Also due to Liquid Palace attachment size limits, only Routine Inspection, Cleaning/Maintenance & Tenant Reports can be automatically uploaded. Larger reports such as Property Condition Reports will need to be uploaded manually.
Please refer to the troubleshooting guide Uploading Reports Into Palace for further instructions on how to do this.
If you experience any problems or have questions about the new Liquid Palace Data Import process, please contact PIM Support.