Using PIM With Chintaro Cloud
Thanks to our integration with Chintaro Cloud, you can import confirmed inspections directly into PIM, complete with relevant property information and tenant details. Plus with the new integration for PIM and Chintaro Cloud users, it now offers a feature-rich, and definitely 'less clunky' workflow. Simply download scheduled inspections directly into PIM, Upload reports, maintenance issues, photos, and more back into Chintaro Cloud. Brilliant!
Once you have completed your inspections in PIM, the reports are automatically pushed into Chintaro Cloud-ready for you to complete your follow-up activities.
This integration is only available to PIM Premium customers, so please contact our support team to upgrade your plan. Also please contact Chintaro Support for help setting up your version of Chintaro Cloud to be compatible with PIM. If you are using non-cloud based Chintaro then you can still import your scheduled data using another method, just refer to our other guide via the link above.
- Video Instructions
- First Time Set Up in Chintaro Cloud and PIM
- Scheduling Inspections In Chintaro Cloud
- Prepare For a Successful Import
- Importing Your Inspections Into PIM
- Complete the Inspection
- Viewing Your Inspection in Chintaro Cloud
- Resend Inspection to Chintaro Cloud
Prefer videos to written instructions? No problem watch the video version below or visit our PIM Youtube Channel.
First Time Set Up in Chintaro Cloud
The ability to import from Chintaro Cloud relies on information in PIM Settings so it is important to know how yours is set up. You only have to do this once.
|1. Set up your Parameters in Chintaro Cloud|
First Time Set Up in PIM
|Scheduling Inspections In Chintaro Cloud|
|Select the Type of Inspection you wish to create in PIM from the PIMReportType column: This will determine the type of inspection created in PIM ie. Routine will import as a Property Inspection Report in PIM, and an Ingoing or Outgoing as a Property Condition Report (PCR) in PIM.|
|2. Select or Add a new Room Type and entering notes in Chintaro Cloud|
|You can double click your property inspection and then select a pre-determined Room Type in Chintaro Cloud and this can be matched in PIM to your Smart Property Profiles. When these profiles match, PIM will import your inspection with the pre-determined inspection areas.|
To add new Room Types in Chintaro ask your System Administrator to navigate in Chintaro Cloud to System Maintenance > Reference Tables > Room Type then ask them to match the Smart Property Profile name in PIM.
We would recommend taking a screen shot from PIM Settings > PIM Admin > Smart Property Profiles and emailing them so they can match the name exactly.
The Room Type can also be set from the Property Address, where you can assign a Room Type for individual Rooms (2)
|You can also add notes to import into the Property Info field in PIM. This text can provide any information you wish. In particular notes to the Property Manager that can give them a heads up on the property.|
|4. Process Scheduled Inspections|
|Prepare For A Successful Import|
A few extra tweaks in PIM Settings will ensure exact matches with Chintaro Cloud fields and will ensure a more successful import.
|1. Set Up Smart Property Profiles (optional) |
With a little initial setup, your existing Chintaro Cloud "Room Type" can be matched to PIM to allow for a seamless import. This will save a lot of time adding or removing rooms during the inspection.
Add or edit yours in PIM Settings > PIM Admin > Smart Property Profiles.
See the Smart Property Profiles Guide for more information.
You can also add new Room Types in Chintaro by asking ask your System Administrator to navigate in Chintaro Cloud to System Maintenance > Reference Tables > Room Type then ask them to match the Smart Property Profile name in PIM.
|2. Confirm Inspectors|
|Inspections can only be imported against the Chintaro Cloud property manager if there is a corresponding Inspector name in PIM. If an exact match is not located, PIM will use a Default Inspector instead. |
Add or edit inspectors in PIM Settings > PIM Admin > Inspectors
See the Inspectors Guide for more information.
|3. Assign a Default Inspection Type|
| PIM will use the default Inspection Type assigned in PIM Settings > PIM Admin > Inspection Type ie. Property Inspection or PCR (Condition Report). |
Importing Your Inspections Into PIM
Next, you will need to download this data into PIM on your device.
|1. Navigate to the Import tab.|
|This is at the bottom of the app. |
|2. Import the latest file from Chintaro Cloud.|
|Pulling down on the screen will refresh the data files. Once refreshed, tap on the latest file to open. |
|3. View imported inspections.|
|4. Filter and Sort if required.|
|5. Import the inspections.|
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 the Room Type selected in Chintaro Cloud, where available, otherwise PIM will use the default Property profile. 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
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, extra information in your callouts, then Submit Inspection when done. This process will upload or push back the completed report, all the notes, and any "photos marked for maintenance" into Chintaro Cloud, as well as the callouts "Maintenance Required", "Suggested Improvements" and Our Summary"
Need help conducting your Inspections. Follow our guides available here - Conducting Inspections
|1. Mapping your notes from Callouts and Summary Notes in PIM to Chintaro Cloud|
Viewing Your Inspection In Chintaro Cloud
Once you have Submitted your inspection from PIM you can review your inspection. To view your inspection data in Chintaro Cloud tap Inspection Reviews from the Chintaro Cloud dashboard. If you need to make any changes to your submitted report, such as adding/removing an inspection area or adding another maintenance photo, adding or editing text in your notes or callouts, refer to our guide below under the Troubleshooting and Helpful Tips.
|1. Reviewing Your Inspection Report, Notes, Maintenance Photos and Callouts|
Once you have Submitted your inspection from PIM you can review the Callouts (1), Notes (2), Maintenance Photos (3), and the Inspection Reports (PDF) (4).
(1) Callouts populated from PIM:
(2) Notes from your inspection areas:
(3) Photos marked "Include in Maintenance"
(4) Inspection Report in PDF format (Double click to view the report)
Resend Inspection to Chintaro Cloud
If for some reason you only previewed the inspection rather than used Submit Inspection, or need to re-send to Chintaro Cloud, this can easily be done from the home screen of the inspection
|1. Tap the Reports Folder from the inspection.|
|2. Select Send Inspection to Chintaro from Options.|
|From Options (1) on the right tap Send to Chintaro (2)|
Troubleshooting and Helpful Tips
Here are some common questions and helpful tips for Chintaro Cloud integration and how to move past them.
For PIM-related questions, please contact PIM Support.
For any Chintaro or Chintaro Cloud-related questions, including where to find your Compay Code or Scheduling Inspections, please contact Chintaro Support.
Only inspections imported from Chintaro into PIM will be uploaded automatically into Chintaro using the Submit Inspection functionality. This will generate an email of your completed Inspection Report and also push the full Inspection (including maintenance notes) back into Chintaro.
Please use Chintaro Cloud to schedule future Inspections. This will automatically perform a Repeat Inspection as part of that process if it’s related to an existing property. There is no need to use “Repeat Inspection” in the PIM app.
|2. Updating Inspections in Chintaro Cloud|
|Do you find that you need to change or add some notes to your inspection areas or callouts, or add additional photos, or make changes to your inspection areas? You can easily make your changes in PIM, then in Chintaro remove the 'Completed Date' field on the inspection record, and ensuring the inspection record is active (Active inspection ticked) then using Submit Inspection again or Send Inspection to Chintaro. See below to find out more.|