Bulk Import & Export

CSV in, CSV out. No data prison.

Migrating from another CRM? Need to import your last 5 years of leads from a spreadsheet? Need to export your buyer list for an external campaign? RealtyPA does all of it via CSV, with a smart field-mapper that handles non-standard column names.

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Why it matters

Built for the way South African agents actually work.

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Smart field mapping

Drop in any CSV, RealtyPA suggests which columns map to which RealtyPA fields. Handles column-name variations across CRMs.

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Validation before commit

Preview the import. Errors flagged before anything goes into your CRM. Rollback the whole import if you spot a problem.

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Export anything, anytime

Contacts, listings, deals, valuations, files, all exportable as CSV or Excel. No lock-in. Your data, always yours.

Questions

About Bulk Import & Export.

How big can my import be?expand_more

Large imports are supported and run as background jobs with progress notifications, so your migration doesn't block your day.

What about duplicates?expand_more

RealtyPA detects duplicates by phone + email match. You choose: skip duplicates, merge them, or update existing records with the new data.

Can I export to my accountant's preferred format?expand_more

Yes, exports support CSV and Excel, which paste straight into most accounting workflows.

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