SnapInspect integrates with PropertyWare to easily add and update properties, units, and tenants using PropertyWare reports. Below are the steps and required report formats for seamless integration. Reports must be saved in .csv format before uploading to your account.
If you'd like to categorize your properties into groups, you can submit your property and unit files separately, and SnapInspect will import them into distinct property groups.
Setting Up the PropertyWare Feed Integration
In the SnapInspect web app, navigate to the Assets tab.
Click on the green three lines button in the top right corner and select Import Assets.
Copy and paste the PropertyWare Feed URL in the provided field 2. Import from PropertyWare Property Feed and click Load Feed.
You'll be prompted to map the columns in your imported data to SnapInspect fields.
Note: Address 1 and Address 2 fields are mandatory. SnapInspect will compare the imported data with your current portfolio to either update existing assets or add new ones.
Once you've confirmed the data mapping, click the blue Looks good. Start Importing! button.
SnapInspect will start importing your assets. After completion, refresh your browser to view the newly imported assets in the Assets tab.
By following these steps, you can easily integrate your PropertyWare data into SnapInspect for streamlined asset management.
Overwrite Option
When enabled, this option matches duplicate assets (based on Address 1 and 2) between your uploaded file and SnapInspect records. Duplicate asset data, including owner and tenant information, will be updated. If this option is disabled, only new assets will be added.
Adding Custom Information
If you want to include custom data when importing assets, SnapInspect allows you to create new custom fields during the import process. Simply select Create New Custom Info from the drop-down menu.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.