HIP Office has the ability to import records from the Inspection Support Network (ISN) system into your installation. This allows your historic records to be included with your current records, and allows those orders to be included in your historical reporting. 


In addition to the historical orders and related financial information, the information for your past inspection clients and real estate agents are imported. 


The export from ISN only provides the records stored in ISN for import into HIP Office. The export does not export historical inspection reports or contracts for the clients. Due to this, the import into HIP Office does not import these files into the orders. 


To retrieve these items, ISN provides the ability to back up your reports and associated documents in a separate location. Instructions to back up your ISN data can be found here: 


Note: Historical orders are imported as read-only records and are not able to be edited. 


Exporting Records from ISN


To export the records from ISN, you will need to log in under an account with privileges to export data.


To allow for proper importation of records, it is recommended that all records be exported. 


Note: All six files are required for conversion, so the export file must exist for proper import. 

Clients

  1. Click on the Clients/Agents menu, then Clients, then Clients.
  2. Click on the Download Clients button.
  3. If not already disabled, click on the button for Disable filter by date.
  4. Click on the option for All Clients.
  5. Click on the Download Clients button. 
  6. When prompted, save the download file as all-clients.csv.


Agents

  1. Click on the Clients/Agents menu, then Agents, then Agents.
  2. Click on the Download Agents button.
  3. Click on the date range option of all time. 
  4. Click on the Source(s) of Agents option of All Agents.
  5. Click on the Download button. 
  6. When prompted, save the download file as all-agents.csv.


Fees

  1. Go to the Admin menu, then select Download Inspections.
  2. Click on Business Intelligence. 
  3. Click on Fees.
  4. When prompted, save the download file as all-fees-bi.csv.


Orders

  1. Go to the Admin menu, then select Download Inspections.
  2. Click on Business Intelligence. 
  3. Click on Orders (Inspections).
  4. When prompted, save the download file as all-orders-bi.csv.


Order Types

  1. Go to the Admin menu, then select Download Inspections.
  2. Click on Business Intelligence. 
  3. Click on Order Types.
  4. When prompted, save the download file as all-ordertypes-bi.csv.


Order Fees

  1. Go to the Admin menu, then select Download Inspections.
  2. Click on Business Intelligence. 
  3. Click on Order Fees.
  4. When prompted, save the download file as all-order-fees-bi.csv.


Submit ISN Files for Conversion


After all six files have been exported to your local computer, the files will need to be sent to Home Inspector Pro. We will import the data into your HIP Office installation.

  1. Compose a new email to [email protected].
  2. In the Subject Line, enter in ISN Order Data.
  3. In the body of your email, include your name and your Home Inspector Pro user name.
  4. Attach all six files to the email. 
  5. Send!

Once the files have been confirmed to have been received, you will receive a confirmation email. 


We will then import the data into your HIP Office installation. Once the import has been completed, we will send an email confirming the import process has been completed.


If you have any questions, please contact support at [email protected], or call 888-750-4777.