The Alto integration allows information from Alto to sync into InventoryBase, helping reduce manual data entry and keeping your inspection workflow connected to your wider property management process.
Alto is used to manage your property, tenancy, landlord, tenant, and appointment records. InventoryBase is used to manage inspections, capture property condition evidence, and produce inspection reports.
Looking for another Alto Integration guide?
This guide is part of our Alto Integration collection. You may also find these helpful:
What Does the Alto Integration Do?
With the Alto integration, you can:
Import Alto properties into InventoryBase
Create InventoryBase inspections from Alto appointments
Import relevant contacts, landlords, tenants, negotiators, and tenancy details
Send completed PDF inspection reports back to Alto
ℹ️ Simply put:
Alto manages the property and tenancy records.
InventoryBase manages the inspection and report.
What Syncs Between Alto and InventoryBase?
Sync direction | What syncs | What this means |
Alto → InventoryBase | Properties, appointments, negotiators, contacts, landlords, tenants, tenancy information, and approved supplier information where supported | Alto sends the key property and appointment details needed to create and manage inspections in InventoryBase. |
InventoryBase → Alto | Completed PDF inspection reports | Completed reports can be sent back to Alto, but only when the inspection was created from an Alto appointment and report upload is enabled. |
Before You Connect Alto
Before Alto can be connected to InventoryBase, InventoryBase must be activated from the Alto Marketplace.
This allows Alto to send InventoryBase the required AgencyRef / branch reference details for your account. These details tell us which Alto branch, or branches, should be connected to your InventoryBase account.
Alto may provide:
a branch-level AgencyRef for individual branches
a group-level AgencyRef for multiple enabled branches
Once these details have been received, InventoryBase will complete the connection for your InventoryBase account.
How to Start the Connection
Log in to your InventoryBase online dashboard.
Go to Settings.
Select Integrations.
Find Alto Integration.
Click Connect Alto.
Follow the prompts to continue through the Alto Marketplace.
Once you have completed the Alto Marketplace steps, Alto will send the required AgencyRef / branch reference details to InventoryBase.
Our team will then complete the connection for your account.
Once Alto is Connected
Once connected, you will see the Alto integration settings in InventoryBase.
From here, you can manage how Alto data syncs into InventoryBase, including:
property syncing
inspection syncing
appointment type mapping
negotiator settings
tenancy settings
contact and landlord import settings
completed report upload settings
ℹ️ These settings are covered in the next guide:
Important Things to Know
Before using the Alto integration, please note:
Alto is the source of the property, appointment, contact, negotiator, and tenancy data.
InventoryBase inspections are created from Alto appointments.
Inspections created directly in InventoryBase do not create new Alto appointments. However, for inspections originally created from Alto appointments, some supported changes may sync back to the linked Alto appointment if Sync Inspection Changes is enabled.
Completed reports can only sync back to Alto for inspections created from Alto appointments.
If a property is archived in Alto, it is not automatically removed from InventoryBase.
Some optional functionality, such as webhooks, may be available on request but is not enabled by default.
Need Help?
If you have activated InventoryBase in the Alto Marketplace but your InventoryBase account has not been connected yet, please contact our support team.
To help us check this quickly, please include:
your InventoryBase username (email address)
your Alto branch name or branch names
confirmation that InventoryBase has been activated in the Alto Marketplace
any AgencyRef details provided by Alto, if available