This guide explains how to configure Inspection Sync and Report Updates for the MRI Property Management X (PMX) integration.
When enabled, inspections can be imported from PMX into Property Inspect. Property Inspect can also send selected updates back to PMX, including inspection status changes and report PDF links.
Looking for another MRI PMX guide?
This guide is part of our MRI PMX collection. You may also find these helpful:
Before You Start
Before syncing inspections, make sure:
Your PMX integration is connected.
Your PMX property sync settings have been reviewed.
The relevant PMX properties, buildings, or units have been imported into Property Inspect.
Your inspection sync settings have been configured.
You can find your PMX settings by going to:
Settings > Integrations > MRI Property Management X
⚠️ Important: Inspections should be linked to PMX-imported property records so that updates can sync correctly between Property Inspect and PMX.
How Inspection Sync Works
The PMX integration can import supported inspections from MRI PMX into Property Inspect.
Once imported, the inspection can be managed in Property Inspect as part of your normal inspection workflow.
Depending on your settings, Property Inspect can then send selected updates back to PMX.
These may include:
Update | What This Means |
Inspection Status | Property Inspect can update the inspection status in PMX when the inspection state changes. |
Report Link | Property Inspect can send the report PDF link back to PMX when a report PDF is generated. |
Sync Settings
The Sync Settings section controls whether inspections should sync automatically from PMX into Property Inspect.
To find this setting:
Go to Settings.
Select Integrations.
Scroll to MRI Property Management X.
Find Sync Settings.
Enable Sync Inspections, if you want inspections to sync from PMX.
When enabled, Property Inspect can automatically sync inspections from PMX daily.
Manually Sync Inspections
You can also manually sync inspections from PMX.
To manually sync inspections:
Go to Settings.
Select Integrations.
Scroll to MRI Property Management X.
Click Sync Inspections.
Confirm that you want to continue.
Wait for the sync to complete.
Once the sync has finished, Property Inspect will show a confirmation message.
Inspection Update Settings
The Inspection Update Settings control what Property Inspect sends back to PMX after inspections are imported and managed in Property Inspect.
The available options include:
Setting | What It Does |
Sends the Property Inspect report PDF link back to PMX when a report PDF is generated. | |
Sends inspection status changes from Property Inspect back to PMX. | |
Sends Property Inspect actions to PMX as service requests, depending on the selected trigger. |
Sync Report Link
Sync Report Link
When Update Report Link is enabled, Property Inspect can send the generated report PDF link back to PMX.
You can sync the report link back:
to the Inspection; or
the Resident Note, or
Never (not sync)
💡 Tip: Make sure the inspection was imported from PMX and is linked correctly before relying on report links being sent back.
Update Status
Update Status
When Update Status is enabled, Property Inspect can send inspection status changes back to PMX.
For example, when the inspection moves through the Property Inspect workflow, the corresponding status can be updated in PMX.
This helps keep both systems aligned and reduces the need to manually update inspection progress in PMX.
ℹ️ Important: Status updates depend on the inspection being linked between PMX and Property Inspect.
Create Service Requests
Create Service Requests
The Create Service Requests setting controls whether Property Inspect actions should be sent to PMX as service requests.
This setting allows you to choose if actions should sync to PMX, and when that should happen.
ℹ️ This is covered separately in the guide:
ℹ️ This guide focuses on Update Report Link and Update Status.
For action syncing, see MRI PMX: Sending Actions as Service Requests.
Recommended Setup Flow
For the best results, configure and sync your PMX data in this order:
Connect the PMX integration.
Configure your property sync settings.
Sync your PMX properties.
Configure your contact import settings.
Configure your inspection sync settings.
Sync inspections from PMX.
Enable report link or status updates, if required.
Configure service request settings, if actions should sync to PMX.
ℹ️ This helps make sure inspections are linked to the correct imported PMX records before updates are sent back.
What To Check If Inspections Do Not Import As Expected
If inspections do not import as expected, check the following:
What To Check | Why It Matters |
PMX is connected | Inspection sync requires an active PMX connection. |
Sync Inspections is enabled | Automatic inspection sync only works when this setting is switched on. |
Manual sync has been run | If automatic sync has not run yet, use Sync Inspections manually. |
Properties have synced first | Inspections should be linked to imported PMX property records. |
The inspection exists in PMX | Property Inspect can only import inspections available through PMX. |
The inspection is supported for syncing | Not all PMX records may be available for inspection import. |
What To Check If Updates Do Not Send Back To PMX
If report links or status updates do not send back to PMX, check the following:
What To Check | Why It Matters |
The inspection was imported from PMX | Updates need a linked PMX inspection record. |
Update Report Link is enabled | Report links only send when this setting is switched on. |
Update Status is enabled | Status updates only send when this setting is switched on. |
The report PDF has been generated | Report links are sent when a report PDF is generated. |
The inspection status has changed | Status updates are sent when the inspection state changes. |
What To Do Next
Once your PMX inspection sync and report update settings are configured, continue with:
MRI PMX: Sending Actions as Service Requests
Send actions raised during inspections to PMX as service requests.MRI PMX: Contact Import Settings
Review which PMX contacts import and how they are used in Property Inspect.MRI PMX: Property Sync Settings
Review which PMX property levels and property types should import.
Need Help?
If you need help with PMX inspection syncing or report updates, contact Property Inspect Support and include:
The PMX inspection reference, if known
The Property Inspect inspection ID or URL
The property, building, or unit linked to the inspection
A screenshot of your PMX Sync Settings
A screenshot of your PMX Inspection Update Settings
Any error message shown during syncing