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Importing Self Service/ Live Inspections in Bulk
Importing Self Service/ Live Inspections in Bulk

If you have a spreadsheet/csv file of all your Self Service/Live Inspections you can import them into InventoryBase in bulk.

James avatar
Written by James
Updated over a week ago

Note: Certain integrations will synchronise your inspections with InventoryBase. If you're integrating with an existing property management system, please see guidance for your specific integration.

Download the following spreadsheet to match with our column headings:

For Self Service/Live Inspections the tenant details you enter under the tenant_name, tenant_email columns will be set as the self-servicer.

You will also need to set the inspection_type to match theSelf Service/Live inspection type that exists on that account, for example:

You can also use your own CSV, however your CSV might have different column names to what our system can understand.

To begin, head over to the Inspections tab and click on Import from the Add New Inspection drop down menu

This will take you to the following screen where you can upload your CSV spreadsheet of inspections. There is also guidance on this page regarding what to include in your columns.

Once uploaded, you will be able to preview your inspection list before confirming

If the columns are not in the correct order, or the headings are not correct, you can change the column heading from the drop down arrows

Once you are happy with your property list, select Confirm

InventorBase will notify you once the import is successful

Click on the Inspections tab to view your new uploaded Inspections

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