Skip to main content

Importing Report Templates into ISN

How to import report templates from HomeGauge, Home Inspector Pro, PalmTech, and Spectora into the ISN Report Writer, including file formats and processing times.

The ISN Report Writer allows you to import existing report templates from compatible third-party report writers. This article covers what you need to prepare, the file formats accepted, and what to expect once your import request is submitted.

Supported Report Writers

At this time, ISN supports template imports from the following report writers:

HomeGauge

This guide explains how to back up your existing HomeGauge data and submit it to ISN for conversion.

Note: You must have access to your current HomeGauge installation. Your HomeGauge data will not be altered during the conversion process and will continue to work as usual.

Backing Up Your HomeGauge Data

Important: Make sure the HomeGauge program is closed before copying any files.

Step 1: Open the Start Menu on your computer.

Step 2: Go to Documents.

Step 3: Double-click the HomeGauge folder.

Step 4: Double-click the Templates folder.

Step 5: Locate the files ending in .ht5. Each file represents one of your templates.

Locate the template you want to import into ISN and save a copy in an easy-to-find location. This will make it simple to attach and share when you request the template import in the next step.

Note: You may see additional folders such as Residential or Commercial. Check these folders for more templates.

Submitting Your Templates for Conversion

Once you have your template files:

  1. Compose a new email addressed to help@inspectionsupport.com.

    • Attach the .ht5 template files.

    • Include your Company Key (CK).

    OR

  2. Log in to your ISN system and open a new chat using the chat icon on the right-hand side.

    • Start a new conversation.

    • Use the paperclip icon to attach your .ht5 template files.

    • Request the data upload.

Our team will import your templates and notify you via the same method you used (chat or email).

Home Inspector Pro (HIP)

This article provides instructions on exporting your existing Spectora templates and submitting these files for conversion into ISN Report Writer templates. It's important to note that you will need to export each Spectora template individually.

For the migration of the templates, you will need to log in to the Spectora system. Your current Spectora data will not be effected by the conversion process and will continue working during the conversion process.

Exporting Your Spectora Templates

  1. Go to the Spectora system, and log in using your user name and password.
    ​


    ​

  2. In the upper-right corner, click on your account icon.
    ​


    ​

  3. Click on Template Editor from the drop-down menu.
    ​


    ​

  4. Click on My Templates at the top of the screen.
    ​


    ​

  5. Select the template for conversion from the list of templates.
    ​


    ​

  6. Click on the 3 dots icon (⋮) in the upper-right corner.
    ​


    ​

  7. Click on Export to spreadsheet from the list of options.
    ​


    ​

  8. Click Export Plain Text.
    ​


    ​

  9. You will be shown a progress bar as the export is generated.
    ​


    ​

  10. Click Download File.
    ​


    ​

  11. If prompted to save the file to a location, choose a folder to save the template file to, then click Save. Depending on your browser settings, the files may save automatically to your Downloads folder.

If you have more than one template to submit for conversion, repeat steps 3-11 for each additional template.

Once you have exported all the files for conversion, compose a new email to help@inspectionsupport.com Attach each of the exported templates to your email, then send.

Note: Once these files are sent in to import, typical turnaround time is 2 business days. Legacy inspection data adds an additional 1-2 business days and may require some back and forth with support for some additional context.


We will confirm the receipt of your data. Once your conversion has been completed, an agent will contact you with your converted data and instructions on how to load your converted templates.

PalmTech

For a PalmTech template import, our Support team just needs you to provide the name of your company exactly as it is registered in PalmTech, along with the title of the template you would like to import.

Please keep in mind that templates requested for import must already be uploaded to PalmTech Complete. If you are using an older version of PalmTech, you will first need to upload the template from the PalmTech application installed on your computer to the cloud through PalmTech Complete.

To complete this process, please follow the steps below.

How do I migrate report templates from Palm Tech Version 9 to the latest version of Palmtech?

Updated over a week ago

The process of moving from V9 to Palmtech consists of two simple steps, utilizing both the Palmtech V9 PC program and the Palmtech Portal.

In order to export your data out of V9, the latest version must be installed.

In Palmtech V9

exportFromV9.gif

  1. Within the Palmtech PC program's main screen, navigate to Support

  2. Click on the bottommost option Migrate to Palmtech

  3. A new window showing all of your templates will appear, select all of the templates you wish to export one by one

  4. Click OK

  5. After a short time, your templates will be exported and a confirmation screen will appear asking you to log into the Palmtech Portal to finish the move

In Palmtech

importFromV9.gif

  1. Within the Palmtech Portal, navigate to settings by clicking on your account name in the top right corner of the screen and then clicking Settings

  2. Inside of Settings, click the bottommost option titled Import

  3. Select the Palmtech option by clicking the blue Set up now link below it

  4. A new screen will appear which asks for your V9 user name and password, type them in and then press the green Import button

  5. After the import is done, a confirmation screen will show up. You can either go to the Dashboard by clicking the Home button or view the imported templates by clicking the Edit My Templates button.

Importing from an older version of Palmtech

To import from a version older than 9 use the following article: Creating backups in legacy versions of Palmtech

Spectora

You can also share the Spectora files directly with our Support team. First, you’ll need to export and download the files from Spectora. Once downloaded, you can send them to help at inspection support dot com.

Below, you can find the steps to export your data directly from Spectora.

Migrate your existing Spectora templates to Palmtech with ease! This guide shows you how to export them for conversion, one template at a time. Remember, your Spectora data stays secure throughout the conversion.

Prepare your Spectora templates for Palmtech

  1. Using your credentials log into Spectora
    ​

    1.png

  2. Click the account icon in the upper right portion of the screen
    ​

    2.png

  3. Select TEMPLATE EDITOR from the menu
    ​

    3.png

  4. Click/tap on MY TEMPLATES located in the upper portion of the screen
    ​

    4.png

  5. Choose the template you want to export from your list of templates
    ​

    5.png

  6. Click/tap the menu button (⋮) next to TEMPLATE CENTER
    ​

    6.png


    ​​

  7. Use the Export to spreadsheet option
    ​

    7.png

  8. Select the EXPORT PLAIN TEXT option
    ​

    8.png

  9. Once your template is prepared you'll be presented the option to download it
    ​

    10.png


    ​

File Formats and What to Prepare

Each report writer exports templates in a different format. Here is what to prepare based on your platform:

  • HomeGauge: Export your template from HomeGauge. Files are typically exported as .h5 files. Attach the file directly to your support request.

  • Home Inspector Pro (HIP): Export your template from HIP. Files are typically exported as .tpz files. Attach the file directly to your support request.

  • PalmTech: No file export is required. Upload your template to PalmTech Complete and provide our team with the exact template title.

  • Spectora: Export your template from Spectora and attach the exported file to your support request.

How to Submit Your Import Request

Once you have your template file ready, submit your import request by attaching the file to a support chat or emailing it to help@inspectionsupport.com. Please include your company key along with your request.

Processing Time

Template imports typically take 24 to 48 hours to complete. Processing times may vary depending on current queue volume and template complexity. We are unable to provide an exact completion time, but our team will notify you as soon as your templates are available in your account.

After the Import

Once the import is complete, your templates will be available in the Template Editor. We recommend reviewing imported templates carefully to ensure all sections, comments, and formatting have transferred as expected before using them for your inspections.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

Did this answer your question?