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.

Prepare For A Successful Import

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

 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 Liquid Palace must match EXACTLY the Inspector Names in the PIM app on the device for the "upload" to be successful.  
You can make sure they match by navigating to Settings > PIM Admin > Inspectors then Add /Edit as required.

Note: If the upload fails because of name mismatched you can always manually attach the report later in Liquid Palace

See the Adding Inspectors Guide for more information.

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.

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.

1. Navigate to the Import tab in PIM.
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.

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.