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Manage Property Tree integration sync issues in Inspection Manager

Learn how to diagnose and fix common Property Tree integration issues so your properties and inspections sync reliably with Inspection Manager.

Summary

Learn how to diagnose and fix common Property Tree integration issues so your properties and inspections sync reliably with Inspection Manager.

This article covers:


About the Property Tree integration in Inspection Manager

The Property Tree integration lets scheduled inspections flow from Property Tree into Inspection Manager so you can complete reports in the app. Once completed in Inspection Manager, the report syncs back to Property Tree as a PDF attachment, and the inspection status is updated to Conducted.

If an inspection or property does not appear in Inspection Manager, it is usually due to missing prerequisites (such as inspection status or property manager assignment) or a validation issue flagged in the Property Tree tab.


Before you begin

Use this checklist to confirm the most common prerequisites before troubleshooting error banners.

  • Confirm a Property Manager is assigned in Property Tree - The property must have a Property Manager assigned in the Business Roles section

  • Confirm the inspection status is Confirmed - Only inspections in Confirmed status will sync through to Inspection Manager

  • Confirm the inspection is scheduled within your sync window - Inspection Manager uses a configurable date range (commonly 7, 15, 30, or 60 days into the future, depending on office settings)


Fix an inspection or property that is not syncing to Inspection Manager

This section walks you through the most common causes when an inspection exists in Property Tree but does not appear in Inspection Manager.

Step 1: Schedule the inspection and set it to Confirmed

If there is no inspection yet, create one first. If there is an inspection, but it is not confirmed, update it.

  • In Property Tree, open the tenancy (or relevant property context) and go to Inspections

  • Create or edit the inspection so it is scheduled for the correct date and time

  • Set the inspection status to Confirmed

Tip: If you can only see an option like “Update to Conducted” instead of “Update to Confirmed”, the inspection is likely dated in the past. Move it to a future date/time, then confirm it.

Step 2: Confirm the Property Manager assignment and matching user details

If the inspection is confirmed but still does not sync, check the property’s Business Roles and user matching.

  • In Property Tree, open the property profile and locate Business Roles

  • Ensure Property Manager is assigned (not “Unassigned”)

  • Ensure the Property Tree user assigned as Property Manager has an email address that matches an existing Inspection Manager user (this is a common cause of Property Manager Conflicts)

  • Save changes in Property Tree, then retry syncing (see Step 3)

Step 3: Trigger a sync and review the red-banner warnings

If prerequisites are met and the property still does not appear, use the Property Tree tab in Inspection Manager to find the exact reason.

  • In Inspection Manager, go to the Property Tree tab

  • If available to your role, select Sync Now to run a manual sync

  • Scroll to the table with the red warning banner: These properties will not appear in Inspection Manager until the issues are resolved

  • Identify the category your property appears in, then follow the corresponding fix below

Note: Some sync settings and manual sync controls are restricted to users with Office Manager access in Inspection Manager.


Resolve: Property Manager Conflicts

This category appears when the property has a Property Manager assigned in Property Tree, but the assigned user details do not match those of an Inspection Manager user (commonly due to an email mismatch).

  • In Property Tree, open the property and go to Business Roles

  • Confirm the Property Manager is assigned and the user has the correct email address

  • In Inspection Manager, confirm there is a user with the same email address

  • Update the email in the relevant system so they match, then run Sync Now again


Resolve: Invalid Data

This category appears when property data in Property Tree fails validation, such as an empty or invalid postcode/state. It can also appear if key contact information is missing.

  • In Inspection Manager, in the red-banner table, locate Invalid Data and select View list

  • Note the issue shown for each property, then open the property record in Property Tree

  • Correct the relevant data in Property Tree (common examples):

    • Empty or invalid postcode

    • Empty or invalid state

    • Agent Email Missing, which usually indicates no Property Manager assigned in Business Roles

  • Return to Inspection Manager and run Sync Now again


Resolve: Exceeded Plan Limit

This category appears when your Inspection Manager account has reached its active property limit, so additional properties cannot sync in.

  • In Inspection Manager, identify properties you no longer manage

  • Deactivate properties that are no longer in your rent roll to bring you under the limit

  • If you need all properties to remain active, upgrade your Inspection Manager plan to increase the limit

  • Run the sync again from the Property Tree tab


Contact support if you still cannot sync

If you have completed the checks above and the property still does not appear, contact support with the details so the issue can be investigated.

Include the following in your request:

  • Property address and tenancy details

  • Inspection type, date/time, and status in Property Tree

  • The category shown in Inspection Manager (Property Manager Conflicts, Invalid Data, Exceeded Plan Limit)

  • Screenshots of the red-banner table and the error list entry

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