Import Template
Use the Import Template feature in the Template Center to bring in templates from another platform. This allows you to quickly migrate and customize existing templates for use in Property Vision.
If you haven't already, begin by exporting your templates:
HomeGauge instructions for exporting templates
Spectora instructions for exporting templates
Once you've exported your templates, you're ready to import them into Property Vision. To begin, log in to the Template Center. Then, click Import Template on the upper right.
Template Name and Source
In the Template Name field, enter a name for the imported template. This is used for the title that appears on the template card in the Template Center, as well as the Template dropdown when creating a new inspection in Property Vision.
Then, use the Template Source dropdown to select the source platform where you created the template.
Upload Template
Drag and drop a file into the upload area, or click browse files to locate and choose a file from your device.
Import Uploaded Template
When you're finished, click Import on the lower right of the Import Template window to import it and add it to the Template Center.