The iAmProperty integration helps you keep key information in sync between iAmProperty and Inventory Base.
Depending on your selected settings, the integration can sync properties, viewings, clients, contacts, reports, and viewing feedback.
This guide explains what each setting controls and what to check if information is not syncing as expected.
Looking For another iAmProperty guide?
This guide is part of our iAmProperty collection. You may also find this helpful:
Before You Start
Before using the iAmProperty integration, check that:
Your iAmProperty integration is connected in Inventory Base.
Your iAmProperty branches are correctly configured.
The correct sync settings are enabled.
The correct property types, statuses, and contact options are selected.
You have the required permissions in Inventory Base to manage integrations.
What Can Sync From iAmProperty Into Inventory Base?
The following settings control what information can come into Inventory Base from iAmProperty.
Area | Setting | What This Means |
Properties | Sync Properties From iAmProperty | Allows properties from iAmProperty to sync into Inventory Base. |
Property Types | Lettings Properties and Sales Properties | Controls which property types are included in the sync. |
Inspections | Sync Viewings As Inspections | Allows iAmProperty viewings to be created as inspections in Inventory Base. |
Clients | Mirror iAmProperty Branches As Inventory Base Clients | Creates or mirrors iAmProperty branches as clients in Inventory Base. |
What Can Sync From Inventory Base Back To iAmProperty?
The integration can also send selected information from Inventory Base back to iAmProperty.
Area | Setting | What This Means |
Reports | Upload Finalised Report PDFs To iAmProperty | Sends finalised report PDFs from Inventory Base back to iAmProperty. |
Viewing Feedback | Send Completed Inspection Notes Back As Viewing Feedback | Sends completed inspection notes back to iAmProperty as viewing feedback. |
This helps keep iAmProperty updated after the inspection or report work has been completed in Inventory Base.
Branch Filters
The Branches filter controls which iAmProperty branches are included in the sync.
The branches available here are based on the branches configured in iAmProperty.
If a branch is not available to select in Inventory Base, check that it has been set up correctly in iAmProperty first.
Property Type Filters
You can choose which property types should sync from iAmProperty.
Property Type | What This Means |
Lettings Properties | Includes lettings properties from iAmProperty. |
Sales Properties | Includes sales properties from iAmProperty. |
If a property is missing from Inventory Base, check that the correct property type is selected.
Lettings Status Filters
The Lettings Statuses filter controls which lettings properties are included based on their status in iAmProperty.
Available statuses include:
Available
Let Agreed
Let
Withdrawn
Holding Deposit Taken
Under Offer
For example, if Withdrawn is not selected, withdrawn properties may not be included in the sync.
Tenant Filters
Tenant filters control which tenant contacts can sync into Inventory Base.
Option | What This Means |
Include Current Tenants | Syncs tenant contacts currently linked to the property. |
Include Previous Tenants | Syncs tenant contacts previously linked to the property. |
If tenant details are missing, check whether the correct tenant options are enabled.
Landlord Filters
Landlord filters control which landlord contacts can sync into Inventory Base.
Option | What This Means |
Include Current Landlords | Syncs landlord contacts currently linked to the property. |
Include Previous Landlords | Syncs landlord contacts previously linked to the property. |
If landlord details are missing, check whether the correct landlord options are enabled.
Withdrawn Properties
The Cancel Inspections When iAmProperty Marks The Property As Withdrawn setting controls what happens when a property is marked as withdrawn in iAmProperty.
When this setting is enabled, Inventory Base can cancel linked inspections when the property is marked as withdrawn in iAmProperty.
This helps reduce manual updates when a property is no longer progressing.
Manually Syncing Properties And Viewings
Once the integration is connected, you may see options to manually sync information.
Available actions include:
Sync Properties
Sync Viewings
Use these options when you want to pull the latest property or viewing information from iAmProperty into Inventory Base.
What To Check If Something Does Not Sync
If information does not appear in Inventory Base as expected, check the following:
Is the iAmProperty integration showing as Connected?
Is the correct branch selected?
Is the correct property type selected?
Is the property using a selected lettings status?
Are current or previous tenant options enabled, if tenant details are expected?
Are current or previous landlord options enabled, if landlord details are expected?
Has the property been marked as Withdrawn in iAmProperty?
Has the relevant sync option been run, such as Sync Properties or Sync Viewings?
If report PDFs or viewing feedback are not appearing in iAmProperty, check that the related reverse sync settings are enabled.
What To Do Next
After reviewing your settings, run the relevant sync option and check whether the expected information appears in Inventory Base.
If the integration is managed by iAmProperty for your account, you may also need to contact iAmProperty to confirm your branch or account setup.
Need Help?
If you need help with your iAmProperty integration, contact our Support team and include:
The property address.
The iAmProperty branch.
The expected property, viewing, contact, report, or feedback that is missing.
A screenshot of your iAmProperty integration settings.
Whether the issue affects one property or multiple properties.
This helps us check your setup and advise what to review next.