This guide explains how to configure Contact Import Settings for the MRI Property Management X (PMX) integration.
When contacts are imported from PMX, they can be added to the relevant imported property, building, unit, or suite in Property Inspect. You can also choose how those contacts should be used for report delivery, inspection notifications, signatures, SMS, and vacated contact removal.
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This guide is part of our MRI PMX collection. You may also find these helpful:
Before You Start
Before configuring contact imports, make sure:
Your PMX integration is connected.
Your PMX property sync settings have been reviewed.
The properties, buildings, units, or suites you want to use have been imported from PMX.
You can check your PMX settings by going to:
Settings > Integrations > MRI Property Management X
⚠️ Important: Contacts can only be linked correctly when the relevant PMX property, building, unit, or suite has been imported into Property Inspect.
How PMX Contacts Are Imported
PMX contacts can be imported from different areas of MRI Property Management X, depending on your PMX setup.
These may include contacts linked to:
PMX Area | Example Contact Location |
Residential Management | Properties, buildings, and units |
Commercial Management | Buildings and suites |
Shared | Entities, where applicable |
The contact types imported from PMX may include:
Applicant
Prospect
Resident
Sublet
Transfer
Once imported, these contacts appear in Property Inspect against the relevant PMX-linked property record.
Why Contact Levels Matter
PMX data can exist across multiple levels.
For example, in Residential Management, you may have:
A property
Buildings under that property
Units under those buildings
Contacts linked to one or more of those levels
Previously, Property Inspect imported contacts for all available levels. This meant contacts could appear at multiple levels.
For example:
PMX Level | What Could Happen |
RM Unit | The unit has its own contacts. |
RM Building | The building may include contacts from its units. |
RM Property | The property may include contacts from its buildings and units. |
ℹ️ This gives you more control and helps prevent unwanted contacts from being added to higher-level property records.
Configure Contact Import Levels
In the PMX integration settings, you can use on/off switches to choose which PMX levels contacts should import for.
To configure contact import levels:
Go to Settings.
Select Integrations.
Scroll to MRI Property Management X.
Find Contact Import Settings.
Switch the relevant contact import levels on or off.
Save your changes.
For example, if you only want contacts to be imported against Residential Management Units, you can disable contact imports for Residential Management Properties and Residential Management Buildings, while keeping Residential Management Units enabled.
Contact Import Options
You can also choose how imported PMX contacts should be used in Property Inspect.
The available options may include:
Setting | What It Does |
Delete Completed Report | Sends the final completed report to the contact when the report is completed, where applicable. |
Notify Of Inspection Date | Sends the contact an email when an inspection is booked or rescheduled. |
Pre-Fill Signature Details | Adds the contact’s details to the signature section so their signature can be captured on the report. |
Receive SMS | Allows the contact to receive SMS notifications, where SMS is enabled and available. |
Removes eligible vacated Residential Management contacts from the property after their vacate date has passed. |
Delete If Vacated
The Delete If Vacated setting controls whether eligible vacated Residential Management contacts imported from PMX should be removed from Property Inspect automatically.
This setting is off by default.
When enabled, applicants or residents imported from PMX can be automatically removed from the property in Property Inspect after their vacate date has passed.
This helps keep your property contacts up to date and reduces the chance of older residents or applicants staying attached to the property after they have vacated.
⚠️ Important
This applies to Residential Management contacts imported from PMX. It does not remove all contacts from the account.
The Delete If Vacated PMX setting is specific to eligible vacated contacts imported from MRI PMX.
This is separate from other Property Inspect contact removal settings, such as removing contacts from inspections or properties based on inspection events.
If you are unsure which setting applies, check whether the contact was imported from PMX and whether they have a vacate date in PMX.
After Contact Settings Have Been Updated
After updating your contact import settings, continue with the next relevant setup step.
You may want to:
Sync properties, if this has not already been done.
Check that the expected PMX-linked records exist in Property Inspect.
Review imported contacts on a sample property, building, unit, or suite.
Confirm whether contacts are being added at the correct PMX level.
Continue to inspection sync and report update settings.
What To Check If Contacts Do Not Import As Expected
If contacts do not import as expected, check the following:
What To Check | Why It Matters |
PMX is connected | Contact import requires an active PMX connection. |
Properties have synced | Contacts need the related PMX property, building, unit, or suite to exist in Property Inspect. |
The correct contact levels are enabled | Contacts only import for the levels switched on in Contact Import Settings. |
The contact exists in PMX | Property Inspect can only import contacts available from PMX. |
The contact has the expected PMX relationship | Contacts must be linked to the relevant PMX record. |
Delete If Vacated is enabled | If enabled, eligible contacts with a past vacate date may be removed from Property Inspect. |
What To Do Next
Once your PMX contact import settings are configured, continue with:
MRI PMX: Inspection Sync and Report Updates
Configure inspection imports, status updates, and report PDF links.MRI PMX: Sending Actions as Service Requests
Send actions raised during inspections to PMX as service requests.MRI PMX: Property Sync Settings
Review which PMX property levels and property types should import into Property Inspect.
Need Help?
If you need help with PMX contact imports, contact Property Inspect Support and include:
The PMX property, building, unit, or suite the contact should be linked to
The contact name or reference
The PMX contact type, if known
A screenshot of your PMX Contact Import Settings
Whether the contact is current or vacated
Any error message shown during syncing