Learn how to connect Property Inspect with MRI Property Management X (PMX). Sync key data automatically to cut down manual work, reduce errors, and keep inspections up to date without jumping between systems.
Integration Capabilities
Capability | What happens |
Sync Properties | Import properties from PMX. Users can choose which property types to include, depending on their PMX setup. |
Import Property Contacts | Import building, unit, and lease-related contacts from PMX, categorised by contact type. |
Import Inspections | Import inspections from PMX |
Send Inspection Updates | Inspection status changes are sent back to PMX when syncing is enabled in integration settings. |
Send Actions (Service Requests) | Inspection report actions are sent to PMX as service requests, based on user-defined triggers. |
External Data (Custom Fields) | Import additional property data from PMX to support custom fields in Property Inspect. |
Send Report PDFs | Report PDF links are automatically added back to the inspection in PMX when a report is generated. |
ℹ️ Detailed syncing behaviour and configuration options are covered in our MRI PMX - Syncing Your Data guide.
Getting Connected
MRI requires customers to follow the steps below to connect Property Inspect with MRI Property Management X (PMX). Completing each step in order helps ensure your integration is set up correctly and works as expected.
MRI PMX users need to log a support case via the myMRI Client Portal to get started.
1. Navigate to the Settings tab at the top of your online dashboard, and click on Integrations.
Scroll down to MRI Property Management X integration, and click on Connect.
2. To connect Property Inspect with MRI Property Management X (PMX), you’ll need to contact the MRI support team and request the following details.
Required detail | What this means |
User Name | Your MRI web services username used to associate the API user |
Password | The web services password linked to the API user |
Database | The name of your MRI application database |
Client ID | Your MRI Client ID |
Version | The version of MRI Property Management X you are using |
API Farm URL | The API Farm URL you will be connecting to |
3. If you haven’t received these details, select the Where can I find my credentials? banner for the MRI set-up process.
4. After retrieving your credentials and completing testing, enter the details and click the blue Connect button.
Once connected, a green banner will confirm the connection and your PMX settings will be available to configure.
⚠️ Before syncing any data, make sure your settings are configured correctly. This ensures the right information syncs across and helps prevent errors or unwanted data from being shared.
MRI Connection Steps
The Where can I find my credentials? link in the connection modal includes tailored guidance and ready-to-use templates you can copy into the MRI Client Portal to speed up your support request.
Follow the steps below in order to ensure your MRI PMX integration is set up and working correctly.
Partner Connect Agreement
Request and complete a Partner Connect Agreement with MRI. This is required before any integration setup can begin.
Prepare for testing in your test database
Submit a support case to MRI requesting connection details for your test database. This allows the integration to be set up and tested safely before going live.
Partner testing
Once MRI processes your support case, they’ll provide the required values to enter into Property Inspect. Use these to complete testing and confirm everything is working as expected.
Confirmation to go live (production)
After testing is complete, submit a second support case to MRI to request connection details for your production (live) database. Once provided, enter these details in Property Inspect to complete the live connection.
⛑️ Need help getting your PMX credentials?
Contact the MRI PMX team by logging a support case through the myMRI Client Portal.