Summary
Learn how to request setup for the Palace integration with Inspection Manager, including what the integration does, what to prepare before submitting the setup request, and what happens after the request is sent.
This article covers:
About the Palace integration
The Palace integration connects Palace and Inspection Manager, enabling both systems to work together as part of your inspection workflow.
With this integration, Palace data can sync into Inspection Manager, including scheduled inspections and the properties they are assigned to. Completed reports can also be synced back into Palace.
Before requesting setup, your Palace database must be ready for the integration.
Before you request setup
Before opening the setup form, make sure you have the required information ready.
You may need to provide details such as:
Your office or company name
Your contact details
The CRM or database you use
Any notes or questions for the Inspection Manager team
The Palace API credentials generated from Palace, if requested by the Inspection Manager team
Note: The setup request is sent to the Inspection Manager support ticketing system. One of their technicians will contact you to complete the setup between Inspection Manager and your Palace database.
Request the Palace integration setup
Use the Sync with Palace page to request the setup of the Palace integration.
Open the Sync with Palace link
Complete the setup request form
Confirm that you are ready for the sync to be set up
Submit the request
Wait for the Inspection Manager team to contact you
What’s next?
After setup is complete, you can manage future syncs from the Palace area in Inspection Manager.