Learn how to configure your MRI Property Management X (PMX) settings. Sync key data automatically to cut down manual work, reduce errors, and keep inspections up to date without jumping between systems.
Before You Start
Before syncing any data, make sure your PMX integration is fully connected and configured. If it isn’t set up yet, follow our Connection & Settings guide to complete the setup. A proper configuration ensures your data syncs accurately and without issues.
Once you have connected your MRI Property Management X account with Property Inspect, the following settings will need to be configured:
Property Search Settings
Contact Import Settings
Sync Settings
Inspection Update Settings
Syncing Properties from PMX
⚠️ Important
When syncing properties from MRI PMX to Property Inspect, the system will handle matches based on property details and address:
Exact Match: If a property from MRI PMX exactly matches an existing property in your Property Inspect account (both address and property details), Property Inspect will automatically update the existing property with the latest data from MRI PMX.
No Exact Match: If no exact match is found (either the address or property details do not align), Property Inspect will create a new property using the information from MRI PMX to ensure all data is captured.
1. Navigate to the Settings tab on your online dashboard and click on the Integrations tab.
2. Scroll down to the MRI Property Management X integration and begin configuring your settings.
Property Search Settings
Import entities from PMX to Property Inspect by toggling on or off from the list. These include entities, buildings and suites for Commercial Management and properties, buildings and units for Residential Management.
Navigate to Configure Property Types to choose which Types should be excluded when syncing properties from PMX.
Configure the Property Types to be included/excluded and select Save to continue.
Contact Settings
Tenants created in PMX will sync from PMX as Contacts associated with a property or unit in Property Inspect.
Contact Import Settings are available for configuration as follows:
Deliver: Send the final report to the contact when the inspection is marked complete
Notify: Email the contact when reports are booked or re-scheduled
Signee: Pre-fill contacts details to the signatures section to capture a digital signature
Tenant information including the PMX tenant reference will be available in Property Inspect and the Property Inspect App when the inspector conducts the inspection.
More information about Property Inspect contacts is available here:
Sync Settings
The sync settings allow you to choose whether inspections or properties should automatically sync daily from PMX to Property Inspect.
Inspection Update Settings
The inspection update settings allow you to manage the following 3 options.
Update Report Link: Generate a PDF report link as the inspection link when a PDF is generated.
Update Status: When the status change in Property Inspect, update the status in PMX.
Create Service Requests: Select if and when a service requests should be created based on actions flagged during an inspection.
Additional Resources to View:
Now that your integration settings have been configured, you can sync properties and inspections by following these steps.
Sync Properties
Click on the Sync Properties button, which will open up the below window.
Select Confirm to continue.
The properties will import from PMX to Property Inspect, showing the progress as follows:
Once all properties have successfully imported, you will see the below confirmation screen.
Sync Inspections
Click on the Sync Inspections button, which will open up the window below
Once all inspections have successfully imported, you will see the below confirmation screen.
