If your current software does not provide a template export feature, you can still transfer your templates into Property Vision by manually converting them. You must convert each template individually. Follow the steps below to convert and import your template into Property Vision.
Step 1: Create the Data Extraction Spreadsheet
Click the link at the bottom of this page to download the Blank Data Transfer Spreadsheet Form.xlsx file. Or, create a new spreadsheet using Microsoft Excel, Google Sheets, Apple Numbers, or similar and use the following headers in your spreadsheet. Each header corresponds to a feature in Property Vision:
Header | Description | Example |
|---|---|---|
Section Name | Highest-level organization (e.g., rooms, systems) | Electrical System, Kitchen |
Item Name | Specific component within a section | Service Entrance Conductors |
Comment Name | Short title for information, limitation, or defect | Brand, Crawlspace Blocked |
Comment Text | Full description for the report | Crawlspace access was blocked. |
Comment Type | Function of the comment: info, limit, or defect | defect |
Category | Severity/type of defect (Maintenance, Recommendation, Safety Hazard, etc.) | Safety Hazard, Recommendation |
Multiple Choice Options | Single-selection answers, comma-separated | Good, Fair, Poor |
Unit Type Options | Numeric measurement units, comma-separated | Inches, Feet, Millimeters |
Recommendation | Predefined action suggestion for a defect | Qualified Electrician |
Order (w/i item) | Numeric value for display order | 1, 2, 3 |
Answer Type | Input method: boolean, checkbox, date, number, or text | number |
Default Value | Pre-filled value for new reports | 120 |
Default Unit Type | Standard unit for "number" types | Volts |
Default Location | Standard location for the component | North Wall |
Step 2: Locate Your Old Template
Navigate to the folder or location where your current home inspection software stores its inspection templates.
Open the template you want to convert.
Identify the sections, items, and common comments you want to transfer from this template.
Step 3: Populate Your Data Spreadsheet
Open the blank spreadsheet you downloaded or created in Step 1 above.
Copy and paste the relevant information you identified in your old template in Step 2 into the appropriate columns and rows.
Repeat this process for each section, item, and comment in the template.
Pay close attention to column descriptions to ensure accurate mapping to the new system.
Step 4: Import into Property Vision
Once your spreadsheet is complete and contains all the data you wish to convert, Save your completed spreadsheet as an .xlsx file. Then, use Property Vision's import tool to import it to your template center.
Click here for step-by-step instructions.