Import an Existing Template

If you already use Spectora or Home Inspector Pro, you don't need to rebuild your template in Hometrace. We support native imports for both, plus a CSV import for any other tool. Hometrace preserves sections, comments, and inspection logic so you can hit the ground running.

What you'll need

A template file from one of these sources:

• Spectora: .xls or .xlsx template export
• Home Inspector Pro (HIP): .tpz template bundle
• Other: any template formatted as a .csv using our template format (download the sample on the import screen)

About 5 minutes.

Steps

1. Open the Templates page in your inspector dashboard.
2. Click Import.
3. Choose your import source: Spectora, Home Inspector Pro, or other.
4. Drag in your template file and click through the preview.
5. Give the imported template a name and save.
6. Open the imported template to review and tweak any sections, comments, or default findings before your first inspection uses it.

Tips

• HIP imports bring over your section structure, comment library, and most inspection logic. Photo annotations and any HIP-specific automations may need a manual look.
• Spectora imports preserve your section/spec hierarchy and comment options. Custom calculations may need to be re-entered.
• For larger or more complex templates, or if you're on a tool we don't import directly, we offer a done-for-you migration. Send us whatever format you've got and we'll handle it. Reply to your welcome email or reach out at support@hometrace.co.

Next step

Open the Templates page to import your file.