Use this guide to manage completed report uploads back to Alto and check common sync issues.
Before You Continue
Need to connect Alto first?
See Alto Integration: Overview & ConnectionNeed to manage your sync settings?
See Alto Integration: Sync Settings
Sending Completed Reports Back to Alto
Inventory Base can upload completed PDF inspection reports back to Alto.
This only applies when:
the inspection was created from an Alto appointment
report upload has been enabled in your Alto integration settings
Inspections created directly in InventoryBase do not automatically upload to Alto.
Upload Report Deliverable Settings
In your Alto integration settings, use Upload Report Deliverable to choose where completed reports should be sent.
Option | What it does |
Disabled | Completed reports will not upload to Alto. |
To Property | The completed PDF report uploads to the Alto property documents. |
To Tenancy | The completed PDF report uploads to the selected Alto tenancy. |
Uploading Reports to an Alto Tenancy
If you choose To Tenancy, make sure the relevant tenancy is selected on the inspection in InventoryBase.
To check this:
Open the inspection in Inventory Base.
Go to the Info tab.
Check that the correct tenancy has been selected.
Complete the inspection as usual.
Once the inspection is marked as Complete, the PDF report will upload to Alto.
Where to Find the Report in Alto
Once the report has uploaded, open the relevant property or tenancy in Alto and check the Documents section.
Where the report appears depends on the option selected in Upload Report Deliverable.
Selected option | Where to check in Alto |
To Property | Property documents |
To Tenancy | Tenancy documents |
Troubleshooting
1. If properties are not syncing
If Alto properties are not importing into Inventory Base, check the following:
Check | What to look for |
Connection | Alto must be connected to your Inventory Base account. |
Property filters | At least one property category, status, and management type should be selected, where required. |
Address matching | Addresses should match exactly to update existing properties and help avoid duplicates. |
Branch access | The correct Alto branch or branches must be connected. |
⚠️ Notes
If no exact address match is found, Inventory Base may create a new property.
Archiving a property in Alto does not automatically remove or delete it from Inventory Base.
2. If inspections are not syncing
If Alto appointments are not creating inspections in Inventory Base, check the following:
Check | What to look for |
Property sync | The related Alto property must be allowed to sync into Inventory Base. |
Appointment entry types | The Alto appointment type must be mapped to an Inventory Base inspection type. |
Negotiators | The appointment must be linked to a selected Alto negotiator. |
Sync settings | Run Sync inspections manually or check that Sync inspections daily is enabled. |
⚠️ Notes
Only appointments that match your configured settings will import as inspections.
3. If a report has not uploaded to Alto
If a completed report has not uploaded to Alto, check the following:
Check | What to look for |
Inspection source | The inspection must have been created from an Alto appointment. |
Report upload setting | Upload Report Deliverable must be set to To Property or To Tenancy. |
Inspection status | The inspection must be marked as Complete in Inventory Base. |
Tenancy selection | If uploading to tenancy, a tenancy must be selected on the inspection. |
Alto documents | Check the property or tenancy documents area in Alto. |
⚠️ Notes
Reports will not automatically upload to Alto for inspections created directly in Inventory Base.
4. What does not sync?
Some Alto data is not currently supported through the integration.
Item | Sync behaviour |
Inventory Base-created inspections | These do not create new appointments in Alto. |
Viewings | These do not import as inspections. |
Market appraisals | These do not import as inspections. |
Self-service inspections | These are not currently supported via Alto import. |
Actions | Alto actions are not currently imported. |
Meter readings | Meter readings are not currently posted to Alto. |
Property units | Alto properties import as single-level properties only. |
Cover images | Alto does not currently provide cover image URLs for sync. |
Optional Webhooks
Some accounts may use optional webhooks to help create or update records when changes happen in Alto. This is not enabled by default.
Please contact our support team if you would like to discuss whether webhook functionality is suitable for your account.
FAQs
Can I create an inspection in Inventory Base and sync it to Alto?
Can I create an inspection in Inventory Base and sync it to Alto?
No. Inspections do not sync from Inventory Base into Alto as new Alto appointments.
Alto appointments create or update Inventory Base inspections.
Can completed reports upload back to Alto?
Can completed reports upload back to Alto?
Yes, if the inspection was created from an Alto appointment and report upload is enabled.
Reports can upload to the Alto property or tenancy, depending on your selected setting.
Can reports upload to Alto for manually created inspections?
Can reports upload to Alto for manually created inspections?
No. Reports only upload automatically for inspections created from Alto appointments.
Can archived Alto properties be removed from Inventory Base automatically?
Can archived Alto properties be removed from Inventory Base automatically?
No. If a property is archived in Alto, it is not automatically removed or deleted from Inventory Base.
You may need to manage archived or old properties in Inventory Base separately.
Why has a duplicate property been created?
Why has a duplicate property been created?
A duplicate may be created if Inventory Base cannot find an exact address match.
To help avoid duplicates, make sure property addresses match exactly between Alto and Inventory Base before syncing.
Why are some Alto appointments not importing?
Why are some Alto appointments not importing?
Appointments will only import if:
the related property is allowed to sync
the appointment entry type is mapped
the linked negotiator is selected
the appointment type is supported
Viewings and market appraisals do not import as inspections.
Can Alto custom fields be used in Inventory Base?
Can Alto custom fields be used in Inventory Base?
If your Inventory Base account has custom fields enabled, some Alto property data may be available as custom field or external data.
This may include Alto property information such as property status, where supported by your account setup.
Can contacts be automatically removed when they have vacated?
Can contacts be automatically removed when they have vacated?
Where enabled, contacts imported from Alto with a past vacate date can be scheduled for automatic deletion in the background.
This helps keep older Alto-imported contact records up to date and works alongside your existing contact removal settings.
If I cancel an inspection in Inventory Base, will it cancel in Alto?
If I cancel an inspection in Inventory Base, will it cancel in Alto?
If the inspection was created from an Alto appointment and Sync Inspection Changes is enabled, Inventory Base will try to update the linked Alto appointment when the inspection state changes.
For example, cancelling an Alto-linked inspection in Inventory Base may also cancel the related appointment in Alto.
This does not apply to inspections created directly in Inventory Base.
Need Help?
If you are unsure why something has not synced, please contact our support team with:
your InventoryBase username (email address)
the Alto property address
the Alto appointment details, if relevant
the inspection ID or report link, if relevant
what you expected to sync
what has or has not appeared in Inventory Base or Alto
This helps us check the connection, sync settings, and related records more quickly.