Change Region:
Australia & New Zealand
Discover flexible data migration options tailored to your needs, ensuring a smooth transition of your valuable data, from point A to point Agentbox.
Our data import service, managed internally by the Agentbox Data Team, efficiently imports the hundreds or thousands of contacts your agency has accumulated over the years.
While some client input may be required post-implementation, such as creating past appraisals, our service significantly reduces manual data entry time.
We ensure data cleanliness by removing duplicates during import, guaranteeing an accurate database. Additionally, we facilitate listings import from REA, incorporating current and historical listing information.
Note: For more details and a personalised quote, contact your Agentbox representative.
A Complex Data Import represents an advanced level of data transfer from an approved source.
Approved Data Sources: My Desktop, Vault RE, Box + Dice
Contacts (names, number, emails, address)
Contact categories (tags applied to contacts in your current CRM)
Buyer and/or tenant requirements (price range, features, etc.)
Notes made against contacts, properties and appraisals
Agents (names, numbers, emails)
Link between contacts and agents (i.e. contact ownership)
Listing and historical data imported from REA
Tasks set in previous systems (without action plans or trails)
Related properties and appraisals, with associated contacts
Contacts associated to listings (i.e. vendor, landlord)
Letter, SMS or email templates
Record of open home attendees against listings
Enquiries recorded against listings
A Basic Data Import represents the minimum level of data transfer we can undertake from an approved data source.
Approved Data Sources: REX, Zenu, LockedOn, H1, My Desktop, Vault RE, Box + Dice
Contacts (names, numbers, emails, addresses)
Contact categories (tags applied in your current CRM)
Buyer and/or tenant requirements (price range, features, etc.)
Notes made against contacts
Link between contacts & agents (i.e. contact ownership)
Agents (names, numbers, emails)
Listing and historical data imported from REA
Contacts associated with listings (i.e vendor, landlord)
Tasks, related properties or appraisals
Enquiries recorded against listings
Record of open home attendees against listings
Letting, SMS or email templates
A Complex Data Import represents an advanced level of data transfer from an approved source.
Approved Data Sources: My Desktop, Vault RE, Box + Dice
Contacts (names, number, emails, address)
Contact categories (tags applied to contacts in your current CRM)
Buyer and/or tenant requirements (price range, features, etc.)
Notes made against contacts, properties and appraisals
Agents (names, numbers, emails)
Link between contacts and agents (i.e. contact ownership)
Listing and historical data imported from REA
Tasks set in previous systems (without action plans or trails)
Related properties and appraisals, with associated contacts
Contacts associated to listings (i.e. vendor, landlord)
Letter, SMS or email templates
Record of open home attendees against listings
Enquiries recorded against listings
A Comprehensive Data Import is our most advanced level of data transfer from an approved source. It minimises post-launch data entry for clients.
Approved Data Sources: REX, Zenu, Box + Dice
Contacts (names, number, emails, address)
Contact categories (tags applied to contacts in your current CRM)
Notes made against contacts, properties and appraisals
Buyer and/or tenant requirements (price range, features, etc.)
Agents (names, numbers, emails)
Link between contacts and agents (i.e. contact ownership)
Listing and historical data imported from REA
Tasks set in previous systems (without action plans or trails)
Related properties and appraisals, with associated contacts
Allocating contact relationships to a listing (vendor, landlord, etc.)
Previous OFI attendees
Notes & tasks against a listing
Contacts associated to listings (i.e. vendor, landlord, etc.)
Record of open home attendees against listings
Letter, SMS or email templates
Enquiries recorded against listings
Learn about the power of the Reapit platform and how it can help your business.
