How to Configure the Aspen Grove iProperty Import for Guardian Asset Management work orders

Please follow the steps below to set up the Aspen Grove iProperty import for Guardian orders in your personal PPW account that you pay for each month. 

**Subusers who do not have a current monthly subscription to PPW can contact PPW Sales if you are interested in your own master account - [e-mail] or call [phone] ext. 1.

Important NOTE: Be sure to set up Guardian Asset Management as a 'Client Company' first - Click HERE for instructions

1. Hover over the Admin tab
2. select the General option
3. Select Auto Import - Work Orders under the Application Options
   
4. Press Setup New Import
5. Choose the option of Aspen Grove iProperty in the "Import From" dropdown menu
6. Select the Guardian client company in the drop-down menu
7. Enter the login name that you use to access your iProperty platform (this will always be an email)
8. Enter the password that you use to access your iProperty platform
   • Please note that if you have a character in your iProperty password that is something other than (#, @, !) - it might "seem" to let the Import Save; however, characters other than those can also 'break' the Import and make it inactive after saving.  Your best bet is to ensure that your iProperty password has ONLY those special characters (#, @, !)
     The following options (9-15) are optional and do not need to be set
9. Alert Email - If an email address is entered here you will receive an email when orders are ready to be imported or if there is an error with the import itself
10. Friendly Name - This is another way for you to reference this import, and this will only display on the import queue screen
11. Skip Comments - If this option is set to yes, then any comments present on the order in the client's system will NOT import, if this option is set to no then any comments present on the order in the client's system will import into PPW
12. Skip Line Items - If this option is set to yes, then any line items present on the order in the client's system will NOT import, if this option is set to no then any line items present on the order in the client's system will import into PPW
13. Set Category - If you set a category here, then when orders import they will import with this category associated to the order
14. State Filter - If a state is selected here, only orders for that state will be imported into PPW; if left blank then ALL States will be considered on import
15. Discount % for this Import - If a discount percentage is entered here, then any orders imported through this import will have this discount percentage present on the invoice page
16. Set the "Active" option to "Yes" 
17. Click the "Save" button

Important Note: This Import supports orders coming over initially from iProperty.  Once in your PPW account, you will need to maintain, update and assign out.  After the photo evidence is collected, you'll download the results to a computer and upload them manually into iProperty to complete the orders there.