How to import your Property24 listings and Excel contacts into Deed

The real cost of switching tools was never the new tool; it's the move. Years of contacts, listings and half-remembered deals feel too heavy to carry, so agents stay with spreadsheets that stopped working long ago. Deed was built to make the move an afternoon's work. Here's the whole thing, step by step.

Before you start: what your book is made of

Most agents' books live in three places: a portal profile on Property24 or RE/MAX (your live listings), spreadsheets or an old CRM (contacts and past deals), and your phone (the WhatsApp threads where the real relationships are). Deed imports the first two directly, and the third flows in on its own once your WhatsApp number is connected.

Step 1: paste your Property24 or RE/MAX profile link

In Deed, open the importer and paste the link to your Property24 or RE/MAX agent profile. Deed reads your public listings and builds them as proper records: address, suburb, price, bedrooms and size. Photos and descriptions stay on the portal. No exports, no formatting, one paste, and Deed checks the profile again through the day so new listings arrive on their own.

Step 2: bring the spreadsheet, warts and all

Export your contacts from wherever they live today, as an Excel or CSV file (Google Sheets and an old CRM both save one) or your phone's contacts as a .vcf file, and choose it in the same importer. Two honest promises about this step:

• You don't need to clean it first. Deed stages everything it finds and shows you what it read before anything is committed to your book.
• Duplicates get caught, not multiplied. Someone already in your book is not added twice, and copies Deed finds later are offered to you to merge, with everything attached.

Step 3: let the clean-up run

After an import, Deed's tidy-up pass reads the new book and proposes fixes: duplicates to merge, numbers in odd formats, contacts with no way to reach them. Each fix is a card you approve or dismiss; nothing changes without your OK, and every change lands in the audit trail, so the clean-up is quick and reversible rather than a leap of faith.

Step 4: connect WhatsApp and the diary

With the book in, connect your WhatsApp business number and, if you use one, your Microsoft 365 or Google calendar. From that moment new enquiries arrive already filed against the right contact, replies arrive drafted for your approval, and your appointments show up next to your deals.

If you're coming from another CRM

Any system that can export a CSV can move to Deed: that's most of them. Export contacts and listings separately if you can, import them in that order, and let the clean-up pass stitch the two together. If an export has you stuck, write to us and we'll walk the file over with you.

The short version

Paste your Property24 link, drop in your CSV, approve the tidy-up, connect WhatsApp. Bring the book as it is; the whole point of Deed is that keeping it tidy is no longer your job.